Financial Support that fits the way you work.
Ongoing Accounting Support
Monthly accounting and bookkeeping
Account reconciliations
Financial statement preparation
Monthly and quarterly reporting
Accounts payable and receivable support
Payroll processing and reconciliation
Ongoing accounting and financial management
Financial Management
Budget preparation and monitoring
Budget-to-actual reporting
Customized management reports
Board and management reporting
Audit Preparation & Coordination
Audit readiness assessments
Supporting schedule preparation
Reconciliation and documentation assistance
Audit request tracking
Coordination with independent auditors
Post-audit adjustment assistance
Specialized accounting and compliance support
Grant Financial Management & Compliance
Grant expenditure tracking
Grant budget preparation
Cost allocation support
Grant reporting and reconciliations
Grant documentation readiness
Financial compliance process improvement
Flexible support for specific accounting, financial management, and organizational needs.
Accounting Procedures & Internal Controls: Development and improvement of accounting workflows, policies, procedures, and internal controls.
Accounting System Setup & Improvement: Chart of accounts design, system configuration support, workflow development, and staff training.
Budgeting & Financial Forecasting: Annual budgets, cash flow projections, financial scenarios, and budget revisions.
Cost Allocation & Grant Support: Allocation methodologies, personnel cost schedules, and grant-related documentation.
Accounting Department Assessments: Review of existing processes, staffing workflows, reporting practices, and opportunities for improvement.
Accounting Transition Assistance: Support when an organization changes accounting personnel, systems, or processes.