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.
Budgeting & Forecasting
Annual budget development
Budget detail based on your chart of accounts
Monthly cash flow projection including grant-level balances
APPROACH: We’ll teach you how to create your budget, how to use it to monitor your financial health, and how to manage the budgeting process moving forward.
Financial Assessment
We’ll assess the following areas:
Financial management process
Internal controls
Grant funding and program alignment
State and Federal 501(c)(3) compliance
Board roles and responsibilities for financial oversight
Budget planning, implementation, and oversight
APPROACH: We’ll compare how your organization currently operates against best practices, provide you with clear and actionable recommendations, and advise you on ways to make the necessary adjustments.
Board Oversight Training
Your board will receive an outline of its roles and responsibilities for financial oversight, including:
Annual budget approval
Operational decision making
Budget oversight
APPROACH: We’ll compare existing organizational processes related to board roles and responsibilities against best practice. We’ll seek opportunities to properly and clearly define these roles.
Part-time Chief Financial Officer
We’ll provide your organization with an executive-level financial advisor who serves as your part-time CFO. This person will:
Review your monthly financial statements to include conversations with your bookkeeper
Review your cash flow projection monthly
Facilitate 990, financial review, and audit process
Help your organization build its financial IQ with the goal of improving donor confidence