Advisory Services

Strategic Clarity. Operational Confidence. Trusted Support.

At Harshwal Advisory, we don't just review numbers – we help you solve real challenges. Whether you or your clients are facing budget constraints, growth pressures, or compliance concerns, our advisory team brings clarity, structure, and innovative solutions tailored to your mission.
From long-term planning to real-time problem solving, we provide insights that simplify decisions and move organizations forward.

What We Offer

We support CPA firms serving nonprofits, businesses and corporations, tribal governments, K-12 and colleges and university systems, casinos, and public agencies nationwide with practical, forward-thinking advice backed by real-world experience.

Financial Planning & Analysis

Understand where your client's money is going and how to make it work smarter.

Technology Advisory

Implement the right tools to reduce errors, automate processes, and boost cybersecurity.

Grant & Fund Advisory

Stay compliant, organized, and audit-ready with expert support that manages grant cycles.

Risk & Compliance Support

Strengthen your policies, controls, and risk assessments to prevent penalties and reduce fraud.

Strategic Business Advisement

Build, refine, and implement strategies to get you closer to you and your client's goals.

Financial Review

Uncover inaccuracies, inefficiencies, and opportunities with a detailed financial review.

Here's What You Can Expect

We start by talking — really talking — about how your organization runs, what's giving you trouble, and where you'd like to be. Once we have the full picture, we map out a plan fits your priorities and capacity. Whether you need us for a single engagement or you want an ongoing partner, we can deliver:

Practical Strategies

Plans designed around your mission, operations, and capacity — not pulled from a template.

Smarter Budgets & Grant Guidance

Support that helps you stretch resources, stay compliant, and get the most from every grant.

Better Processes & Controls

We fine-tune workflows and strengthen internal controls so your team works more efficiently and securely.

Compliance Without the Red Tape

We help you meet requirements and avoid penalties, without piling on unnecessary steps.

Why It Works for Teams Like Yours

Decision-makers like you don't have time for guesswork. You need an advisory partner who understands your structure, your challenges, and your potential. We've worked with tribal organizations managing complex grant portfolios, nonprofits balancing mission and income, CPA firms needing overflow advisory support, and governments or special districts under pressure to modernize. With Harshwal Advisory, you get more than advice — you get a partner who brings clarity, confidence, and a clear path forward.

Ready for clear, strategic guidance that actually helps move the needle?

Get tailored guidance from people who understand your work and know how to help you scale.


Schedule a Discovery Call

Frequently Asked Questions

Get answers to common questions about our advisory services

Both. Whether you need a short-term strategy, long-term advisory, or work support, we tailor our services to your needs.

We help assess risk, strengthen internal controls, and align your processes with the latest regulations to reduce client audit exposure and maintain funding eligibility.

Absolutely. We guide you in selecting, integrating, and using digital, collaboration, and cybersecurity tools that reduce manual work and improve accuracy across your systems for the benefit of clients.

Yes. We help track, report, and manage grant funds to help clients achieve and maintain full compliance with federal, state, or private foundation regulations. We also assist with indirect cost recovery designed to improve cash flow, streamlining communication between grant managers and finance teams, and automating reports to funding agencies.

Every engagement begins with understanding your and your clients' mission, vision, and pain points, and then we tailor our recommendations accordingly.

We support platforms that automate accounting, reporting, compliance tracking, and workflow management – including industry-specific tools for finance, grants, and fundraising.

You'll get regular check-ins, clear updates, and actionable next steps. We're hands-on, communicative, and always accessible.