How can we help with your financial management?

Any accounting firm can help you implement procedures that ensure greater control, transparency, and compliance with federal and state reporting requirements. We do all this, but that’s not the only reason our clients love us. We provide nonprofit executives and boards of directors with timely information and the reassurance and security of knowing that their finance department is running the way it’s supposed to. We take a major worry off their hands so they can sleep at night. We don’t just prepare the numbers – we tell them what’s going on behind the numbers.

Clients often call us because they have a mess on their hands. If your finance department isn’t getting you the information you need, if your reconciliations are out of date, if your board, donors and funders are asking uncomfortable questions that you can’t answer, call us. We make it easy for you.

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Our Services

Depending on the level of services you need, Your Part-Time Controller can serve as your bookkeeper, accountant, controller, or Chief Financial Officer. We tailor our customized services to your needs, conducted on your premises. We specialize in areas unique to the nonprofit sector. We’ll meet with your board and finance committee as necessary, and help train your staff. We design our budgets, monthly statements, annual reviews, analyses, and reports to funders to meet the level of detail needed by each user in a format they can understand.

Ongoing and Interim Financial Management Support

Bookkeeping, Accounting, Controller & CFO Services

Assessments

Benchmarking, Evaluations, Chart of Accounts Redesign, Accounting System Conversions, Internal Controls and Troubleshooting

Financial Reporting & Analysis

Cost Accounting, Budgeting, Cash Flow Issues, Forecasting, Financial Analysis and Reporting

Training

Fiscal responsibility training for board members and training your staff

Data Visualization

Telling your story with greater clarity

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