Feel confident in your organization's finances

A detailed assessment of your financial systems, internal workflows, and policies. Recommendations are focused on strengthening internal controls, improving expense approval processes, and ensuring your financial systems are scalable and audit-ready.

This service addresses outdated, incomplete, or disorganized records in your vendor and donor databases. It involves thorough review and update of contact details, categorization, and data integrity, ensuring your organization has accurate, actionable information moving forward.

Customized training sessions designed to improve the financial literacy of your organization's staff and board members. These sessions focus on understanding financial reports, nonprofit accounting principles, and the role each person plays in financial stewardship.

This service evaluates how expenses, particularly shared overhead and payroll, are allocated across your programs. It includes recommendations for improving allocation methods, with optional tools or templates for easier ongoing management.

Provides a strategic plan and checklist for handling financial staff transitions, ensuring a smooth handoff of duties and responsibilities. This service includes an in-depth review of current roles, identification of knowledge gaps, and a detailed transition plan to maintain continuity.

Help your team build clear, accurate grant budgets and set up systems to track spending and reporting requirements. This service includes reviewing funder guidelines, aligning budgets with chart of accounts, and creating simple tools for ongoing monitoring and compliance.