Nonprofit Consulting
Transform your process, reshape your organization
We are a team with over 35 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
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
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
Grant Development and Writing
Proposal concept development
Proposal program development
Proposal Writing
Identifying potential funding sources
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
Other Services
Strategic Planning
Program Development and Evaluation