Foundation
The Pioneer
For a Chabad House ready to get its books in order.
- Bookkeeping
- Monthly reconciliations
- Monthly financial reporting
CFO advisory for shluchim & mosdos
Your shlichus deserves financial clarity.
Clean books, honest forecasts and CFO-level guidance for Chabad Houses and mosdos — so your evenings go to your community, not your spreadsheets.
From Insight to Action
You carry the mission. We carry the numbers — and turn them into decisions you can make with confidence.
When the mission grows faster than the books.
Most shluchim never set out to run a finance department. Yet every program, campaign and building project quietly adds one.
Late-night bookkeeping
Receipts and reconciliations squeezed in after the last program ends.
Guessing the cash position
Unsure what's truly available before the next event, hire or Yom Tov.
A budget in your head
Plans that exist — just not on paper your board can review.
Fundraising without a forecast
Campaign goals set without knowing the real gap they need to close.
From insight to action, in three steps.
- 01
Get clear
Accurate, reconciled books and monthly reports you can actually read.
- 02
Plan ahead
A real budget and a rolling cash-flow forecast, so the next season holds no surprises.
- 03
Grow with intent
Long-term forecasting, growth and fundraising strategy with CFO-level counsel.
A path that grows with your mosad.
Start where you are today. Move up when your community — and your ambitions — need more.
Planning
The Navigator
Everything in Pioneer, plus the tools to plan the year ahead.
- Budget preparation
- Cash-flow forecasting
- Financial analysis
Strategy
The Visionary
Everything in Navigator, plus a CFO at your side for what's next.
- Long-term forecasting
- Strategic growth planning
- CFO-level advisory
Built only for shluchim and mosdos.
We speak shlichus
The rhythm of Yomim Tovim, campaigns and building projects is built into how we plan.
Plain-language reporting
Reports your board and donors can follow, without a finance degree.
One partner, start to strategy
The same team from your first reconciliation to your five-year plan.
A simple way to get started.
- 01
Discovery call
Tell us about your Chabad House or mosad and where the finances feel heavy.
- 02
Financial review
We look at your current books and systems and share what we see, honestly.
- 03
Choose your path
Pioneer, Navigator or Visionary — the level that fits today.
- 04
A steady monthly rhythm
Reports, check-ins and forecasts arrive on schedule, so you can stay focused on the mission.
Questions shluchim ask.
Our practice is built specifically around Chabad shluchim and mosdos — that focus is what lets us understand your calendar, your funding and your board.
Most new Chabad Houses start with The Pioneer to establish clean books, then move to The Navigator once budgets and forecasting become important. We'll recommend a fit on the discovery call.
Tell us what you use today. We'll review it together during the financial review and discuss the best way forward.
Yes. Fundraising strategy and cash-flow planning are part of how we help mosdos set goals grounded in real numbers.
The packages are designed as a path. As your needs grow, moving from one level to the next is a natural step.
Let's bring clarity to your numbers.
Share a little about your organization and we'll be in touch to schedule a no-obligation discovery call.
