PERSONALIZED SERVICES | BENEFICIAL RESULTS

Accounting | Financial Consulting | HR

Discussing the Numbers
Discussing the Numbers

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Modern Office
Modern Office

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Analysing the Numbers
Analysing the Numbers

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Discussing the Numbers
Discussing the Numbers

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FINANCE & ACCOUNTING

  • Financial Reporting

  • Financial Analysis

  • Cash Flow Forecasting

  • Budgeting

    • Creation​

    • Budget vs. Actual

    • Budget vs. Forecasted

  • FP&A

  • Strategic Planning

  • KPI Indexing

  • Funding Agent

  • Payroll Administration

  • International Accounting

  • Multi-Currency Accounting

  • Accounting Team Management / Supervision

  • Data Entry

  • Bank Reconciliations

  • Tax Returns & Audits

  • Financial Research

  • Project / Goods Costing

  • Risk Reporting

  • Flash Reports

  • Liaison with independent auditors and tax preparers

  • Board Reporting

  • Board Presentations

  • Donor Meetings

  • Donor Reports

  • Donor Thank-you Letters

  • Finance Committee Reporting

  • Data Entry

  • Bank Reconciliations 

  • Fund Management 

  • A/R (invoicing)

  • A/P (bill pay)

  • Journal entries

  • 1099 Preparation

  • Year-End Tax Adjustments

  • Monthly & Year-end Close

Modern Office
Modern Office

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Office Desk
Office Desk

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Discussing the Numbers
Discussing the Numbers

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Modern Office
Modern Office

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OPERATIONS & HR

  • Policy Writing & Reviewing

  • Handbook Creation

  • SOP documentation

  • Annual Reviews

  • Employee Goal Creation 

  • Hiring and Terminations

  • Write and/or Review of Standard Operating Procedures

  • Process Improvements & Automation

  • Implementation of products and/or services

  • Department(s) Assessments

  • Team training

  • New Business Setup

  • New accounting software setup

  • Job description writing

  • Candidate interviews and selection. 

  • Benefits Administration

    • 401(k)/Roth​

    • FSA

    • Healthcare

    • Dental/Vision

Office Desk
Office Desk

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Analysing the Data
Analysing the Data

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Modern Office
Modern Office

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Office Desk
Office Desk

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NEED MORE?

The above lists are only a fraction of the services we offer. This a la carte menu can be meshed together in any way. We can also be retained for ad hoc work that is ever changing.