Services
Our experience has taught us that the best approach when seeking long-term resiliency and sustainability is explaining the solution while applying it to a problem. Our process reflects this. We apply a deliberate and measured approach to ensure knowledge is transferred, ultimately impacting the culture of your organization.
Financial Management
Annual Budget Development and Monitoring
QuickBooks training
Monthly Financial Status of Funds Review
P&L, Balance Sheet, Cash Flow, Grant reports
Fiscal Compliance
Annual 990/audit: liaise with accounting firm
Grant requirements review and allocation methodology development
Transition from Cash to Accrual method (when appropriate)
Chart of Accounts review and cleanup
Risk Mitigation
Liability
Internal Controls
Organizational Growth
Workforce Planning
Scaling the organization for future growth
Board Interaction
Review existing fiscal policies
Clarify board roles and responsibilities regarding fiscal oversight