We have developed best practices in nonprofit financial management to ensure your organization can thrive. We work to build reserves, track campaign funds, fine tune accounting systems and create high quality, custom reports for better visibility of financial performance throughout the organization. We deliver a level of professionalism which will elevate your profile with key donors and your Board.

Our services can include:

  • Evaluation of your company’s overall financial health and delivery of recommendations to strengthen the organization
  • Assessment of current financial practices and finance team
  • Coaching existing finance and accounting staff
  • Financial modeling, budgeting, forecasting, pricing review, historical trend analysis
  • Creation of customized financial reports for management and Board members
  • Development of donor presentations
  • Analyzing accounting system structure and implementing improvements
  • Management, tracking and reporting of capital campaign funds
  • Financial analysis and reports for grant applications
  • Board meeting financial presentations
  • Oversight of the audit process and coordination with auditors
  • Financial models for strategic plans
  • Advisory support for corporate and strategic transactions