Nonprofit Consulting

Transform your process, reshape your organization

We are a hands-on team with over 100 years of combined experience in finance, accounting, operations, systems, fundraising, grant development, and strategic planning. We have a wide variety of services to help you transform your process and reshape your organization.

Outsourced CFO and Controller Services

 

  • Strategic financial review and analysis
  • Financial statement preparation and review
  • Budget and forecast preparation, planning, and review
  • Budget to actual monitoring and analysis
  • Cash-flow planning and analysis
  • Audit preparation
  • Trend and data analysis
  • Payroll budgeting and modeling
  • Compensation review, analysis, and modeling
  • Staffing or sizing review and recommendations
  • Inventory analysis and control

Accounting and Bookkeeping Services

 

  • Regular weekly or monthly ongoing bookkeeping
  • Accounts receivable and accounts payable services
  • Account reconciliations
  • Accounting cleanup and catchup
  • Debt review, control, or consolidation
  • Month-end close
  • Urgency accounting

Operations Services

 

  • Scaling operations to optimize efficiencies
  • Software or system review and implementation
  • SOP compilation and documentation
  • Vendor relations and negotiations
  • General contract review and development
  • Workflow development
  • Workflow review, analysis, and documentation

Fundraising Services

 

  • Assessment of current fundraising efforts
  • Development and implementation of an effective fundraising program
  • Major donor analysis, programming, and one-on-one meetings
  • Development staff training
  • Development of a case statement
  • Development of communication to external constituent base

Grant Development and Writing

 

  • Proposal concept development
  • Proposal program development
  • Proposal Writing
  • Identifying potential funding sources