Finance Overview
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 believe in finding and communicating the message behind the numbers
- We believe financial statements and budgets shouldn’t be ignored
- We believe strong controls and processes lead to reliable, timely and accurate information
- We believe a clean audit should be the norm
- We believe the process is more important than the tools
Custom Accounting Solutions
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.
Bookkeeping and Payroll Preparation
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.
Monthly Close
We review, analyze and conduct the work necessary to finalize your financial data each month.
Financial Statement Preparation
We coordinate all financials to prepare meaningful data and financial metrics to assist management in decision making. Reports are tailored to your needs.
Government Contract Accounting and Reporting
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.
Budget Preparation
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.
Audit Preparation
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.
Staff Supervision and Training
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.
CFO Services
Interim and Ongoing CFO Services – We address an immediate need and offer ongoing, part-time CFO services, providing oversight and expertise to optimize financial planning and reporting.
Board of Directors and Committee 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 understandable report tailored to the needs of the board.
Review and Interpretation of Financial Statements
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.
Coordination of Banking, Insurance, Legal and Accounting Relationships
We serve as an informed liaison to vendors and other service providers you may work with for increased efficiency.
Oversight of Fiscal Policies and Procedures
We develop, review, modify and oversee financial policies and procedures to maintain integrity and compliance and ensure you have the proper controls in place for a healthy financial system.
Risk Assessment
We help identify areas of exposure in your financial operation and assist in developing corrections and controls to mitigate this risk.
Nonprofit Financial Management
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.
Audit and UFR Support
Using more than 20 years of experience, we manage nonprofit audits and compile required UFR filing data.
Budget Preparation
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.
A133 Compliance
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.
Grant Accounting and Reporting
We develop or modify your existing systems to efficiently address the reporting requirements of your funded grants, including transaction reporting at the donor level.
Financial Assessments
Review and Document Existing Practices and Processes – We conduct interviews, as well as documentation and system reviews, to distill what is in place and what might be missing or inefficient from a best practices perspective.
Determine Reporting and Staffing Needs
We make recommendations regarding any reporting needs, as well as related staffing changes that may enhance financial operations.
Recommend Process Improvements
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.
Project Leadership and Management
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.
Mentoring and Coaching
We teach and support your internal staff to help build capacity within your organization and bring key contributors to the next financial level.
Government Grant Accounting
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.
Financial System Design
We design accounting software systems that allow for meaningful reporting from an automated system rather than via manual input of data. This helps ensure you are efficiently receiving the information you need when you need it.
Software Configurations, Conversions and Training
We assess your current accounting system to determine if it continues to suit your organization’s needs. We make recommendations regarding reconfiguration and provide training regarding the changes, or assist with a conversion to a new product.
