FOUNDATIONAL ACCOUNTING

The Essentials of Financial Management

Our core service covers all your fundamental financial needs. We handle the details so you can focus on your mission.

What we deliver:

• Comprehensive bookkeeping

• Monthly financial closings

• Bank and credit card reconciliations

• Transaction coding and review

• Department allocations

• Balance sheet schedules

• Monthly financial packets

Optional add-ons:

• Accounts payable automation

• Payroll support

• Audit preparation

• 990 information gathering

Ideal for:

✓ Organizations of any size seeking reliable financial reporting
✓ Nonprofits wanting hassle-free financial management

FINANCIAL PLANNING AND ANALYSIS (FP&A) SERVICES

Illuminating Your Financial Path

Go deeper into your organization's financial landscape with our FP&A services. We help you make informed decisions and strategize for growth.

Our Offerings:

• Budget creation and management

• Financial forecasting

• Cash flow projections

• Custom dashboard development for board or executive team presentations

• Advanced grant reporting

• Specialized budgeting or forecasting software setup

Perfect for:

✓ Forward-thinking organizations
✓ Larger, more complex, or fast-growing nonprofits
✓ Those needing to enhance financial presentations for stakeholders

FRACTIONAL CFO SERVICES

Strategic Financial Leadership

Access high-level financial expertise and strategic guidance when a full-time CFO is not needed or too expensive.

What You Get:

• Part-time CFO expertise

• Strategic financial planning

• Board meeting support and presentations

• Internal control consulting

• Financial education and coaching

• Advice on job descriptions, organizational structure, and finance department design

Perfect for:

✓ Larger organizations (typically $5M+ budget)
✓ Nonprofits experiencing rapid growth or change
✓ Those needing CFO-level expertise on a flexible basis