Solutions

Financial Systems

You want to have financial systems that run smoothly, dependable analysis, and a strategic partner to help to make good decisions. Getting you there can include:

• Dashboards and other reports for the board, management, and grantors

• Cash flow forecasting

• Reports on other key performance indicators

• Planning and strategic advisory

• Set up or clean up of financial systems (QuickBooks, Abila MIP, Netsuite, Sage Intacct, etcetera)

• Calculating your Indirect Cost Rate for your Negotiated Indirect Cost Rate Agreement (NICRA)

• Audit support

• Budget preparation

• Interim staffing

• Fractional CFO

Saving Money

Most nonprofits have untapped opportunities to improve their bottom line. Let’s explore how you can:

• Trim expenses

• Improve productivity

• Tap nonprofit discounts

• Get more bang for your buck

• And maybe even bring a few extra dollars in the door!

Administrative Assessment

Running a strong back office requires eyes on hundreds of details. An assessment will help you:

• Get to the root of your pain points

• Identify strengths, weaknesses and opportunities in your financial software, policies and procedures, and other core administrative functions

• Plan next steps to create the robust administrative support your nonprofit needs so it can focus on mission

Click here to learn more about administrative assessments.

Do you need training for an individual or group? Or a speaker for your conference? You can count on us to cover a variety of topics, including:

• Board Fiduciary Excellence

• Making Financial Reports Easy(er)

• Budgeting Basics

• Effective and Efficient Back Offices

We specialize in making these sorts of topics accessible and engaging for all sorts of audiences, not just CPAs and CFOs.

Click here for more information about training and public speaking.

Note: We do not provide audit, tax, or attestation services but we would be happy to introduce you to professionals who can assist you with that.