Our Services

Our core service is providing ongoing, monthly, one-on-one support to the financial leaders of non-profit organizations.

We work with treasurers or executive staff to design, implement and review the reporting and oversight procedures in place for organization-wide risk and financial management.

We work with board executive and management level staff to ensure that on a monthly basis the financial and accounting records are complete and accurate, and that oversight processes and procedures are in place and effective.

Equip your organization’s new Treasurer for success with a tailored onboarding and training program, focused on the specific financial management and oversight needs of your organization.

We provide concise, practical guidance to get them started towards confident and effective financial stewardship.

Streamline your financial close with our month-end process design or review services, ensuring accuracy and efficiency.

We assess or establish clear procedures, checklists, and timelines tailored to your organization's needs, enhancing the reliability of your financial data and reporting.

Elevate your nonprofit's financial management with our Fractional or Interim Controllership Services.

Ideal for organizations seeking high-level financial expertise without the full-time expense, or navigating a transition period between full-time staff members, our service provides operational stability, strategic guidance, and oversight on a part-time or as-needed basis. We not only ensure financial compliance and efficiency but also align financial strategies with your mission, helping your nonprofit thrive.

Ease into your annual audit with our specialized preparation services tailored for non-profits.

We understand the unique challenges and nuances of non-profit financials, and our approach is designed to minimize the time and stress associated with the audit process, allowing you to focus on your mission.

Our short, high-level reviews of specific areas of need for your nonprofit organization. Comprised of two core meetings with some research and communication in between, all check-ins end with a short evaluation or recommendations report for you to work from going forward. Most common check-in topics included:

-Treasurer Check-In

-Year End Prep

-Month-End Package

-Board Reporting

-Stakeholder Reporting