Nonprofit Services
We provide Accounting and Project-based Consulting services, including:
Accounting / Tax:​
-
Month-End-Close
-
Audit Oversight / 990 Preparation
-
Grant support
-
Internal Controls
Project-based Consulting:​
-
Interim support
-
Budgeting & Proforma's
-
Cash Flow Analysis & Forecasting
-
Cost/Benefit Analysis ROI
Through consultation and discovery sessions, we work with you to customize these support services to best meet your organizational needs.
Month-End-Close
In preparing timely and accurate financial reports, we will reconcile all cash and investment accounts, and we accurately account for any revenue restrictions and expense classifications.
Cash Flow Analysis
We prioritize communication with senior leadership about cash flow. We collaborate with you on cash inflow and outflow assumptions for forecasting purposes.
Grant Support
We can support you and your team in the grant lifecycle as needed, including budget proposals, tracking, and reporting.
Budgeting
In preparing your organization's budget, we ensure strategic alignment with board objectives, budgeting of overhead at an acceptable level, and proper inclusion and classification of expenses.
Performancement Measurement KPIs
We work with you and your volunteers to track meaningful Key Performance Indicators (KPIs) to monitor, measure, and analyze financial data of your organization.
Cost / Benefit Analysis
ROI
Through discovery meetings and data gathering, we perform scenario based analysis to determine whether the benefit is worth the cost.
Forecasting
Our value adding forecasts, including cash flow and Pro Formas, provide forecasted financial information based on assumptions that are determined in collaboration with leadership to help the organization make informed decisions.
Internal Controls - SOPs
We offer both management of internal controls and preparing/revising standard operating procedures, which reflect current operations for processes such as cash receipts, cash disbursements, payroll, the revenue cycle (to include CRM systems), tax receipts, and many more.
Audit Oversight/ 990 Preparation
We can prepare year-end workpapers and assist third party assurance providers in their annual audit, review, or compilation engagement. We can also assist with the preparation of your organization's 990.