We believe your financial management department should effectively support the overall mission and goals of your organization. Working directly with your staff, we’ll help highlight the key financial priorities and translate them into achievable tasks through new processes and tools guaranteed to help you reach your goals with confidence.
We offer the full range of financial talent from bookkeepers to chief financial officers, providing expertise at the most cost-effective level to address your needs.
We coordinate payroll processing and provide full range bookkeeping services. We can manage these areas for you or supplement the work of your in-house staff.
We conduct the work necessary, review, and provide analysis of your financial data each month.
We coordinate all financials to prepare meaningful data and financial metrics to assist management in decision making. Reports are tailored to your needs.
We implement the controls and compliance guidelines required by government funding. We understand the requirements of A133 audits and have extensive experience with UFR (Uniform Financial Reports) reporting.
Our approach is an interactive, bottomup budget preparation process and we work with you to coordinate the logistics and analysis of budgets in the context of your priorities.
Our process is ongoing throughout the year, not a one time event, and we consistently deliver clean audits for our clients. We are often recommended by some of the top audit firms in the state.
We provide senior financial oversight and direction to your staff as you build internal capacity, or provide staff with the level of expertise and training your organization needs.
Interim and Ongoing CFO Services – We address your immediate needs and offer ongoing, part-time CFO services, providing oversight and expertise to optimize financial planning and reporting.
We present financial information to boards of directors and subcommittees, often partnering with an organization’s chief executive to present your company’s financial information in an accessible report tailored to the needs of the board.
We work to understand your priorities and organizational constraints and to determine what the numbers actually mean, then provide complete reports that serve as effective decision making tools.
We serve as an informed liaison to vendors and other service providers you may work with for increased efficiency.
We develop, review, modify and implement financial policies and procedures to maintain integrity and compliance and ensure you have the proper controls in place for a healthy financial system.
We help identify areas of exposure in your financial operation and assist in developing corrections and controls to mitigate this risk.
Restricted Fund Accounting – We develop the controls and systems necessary to segregate and manage restricted funds as required by some donors or other funding sources.
Using more than 20 years of experience, we manage nonprofit audits and compile required UFR filing data.
Our approach is an interactive, bottomup budget preparation process, which includes program staff, and we work with you to coordinate the logistics and analysis of budgets in the context of your priorities.
We implement the controls and compliance guidelines required by government funding. We are familiar with the requirements of A133 audits and have a solid track record of success with these audits.
We develop or modify your existing systems to efficiently address the reporting requirements of your funded grants, including transaction reporting at the donor level.
Review and Document Existing Practices and Processes – We conduct interviews, as well as document and system reviews, to distill what is in place and what might be missing or inefficient from a best-practices perspective.
We make recommendations regarding any reporting needs, as well as related staffing changes that may enhance financial operations.
Recognizing that all improvements cannot be addressed at once we help you prioritize and stage them in a cost effective and practical manner with timelines, next steps and cost estimates.
Development and Implementation of Internal Controls – We develop customized controls, compliant with funding and other regulations, based on best practices that are informed by our client base of similar organizations. We have a wide range of experience in creating fiscal policy and procedure manuals.
We teach and support your internal staff to help build capacity within your organization and bring key contributors to the next financial level.
We implement the controls and compliance guidelines required by government funding. We are familiar with the requirements of A133 audits and have extensive experience with UFR (Uniform Financial Reports) reporting.
We design processes that work with a wide variety of accounting software systems to allow for meaningful reporting via automation rather than inefficient manual input of data. This helps ensure you are efficiently receiving the information you need when you need it.
We assess your current accounting system to determine if it suits your organizational needs. We make recommendations regarding reconfiguration and provide training as needed or assist with a conversion to a new product.
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