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

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

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.