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Meeting

Consulting Services

We understand that in order for you to help others, you must be able to manage the challenges of running a nonprofit.  We believe in helping your organization reach its goals by providing the timely services you need to seize the opportunities and conquer your challenges.  As your trusted business advisors, we provide high-quality services using innovative approaches to your problems and hands-on involvement from our Partners:

Specialty Services

  • Outsourced Chief Financial Officer Services – temporary and long-term.

  • Chief Financial Officer one-on-one training, coaching and mentoring.

  • Outsourced your organization's entire Accounting Department to our firm

Business Advisory - Other Services

  • Preparation of pre-audit reports/packages (including financial statement).

  • Accounting software review, setup, and conversions.

  • Internal control review and risk assessments.

  • Internal audit services

  • Organization review

  • Budget and cash management

  • Fraud risk assessments

  • Finance / Audit Committee and Board of Directors training.

  • Management talent assessment

  • Strategic and tactical planning

  • Staff training

  • Standard Operating Procedures Manual

  • Expense reduction services

  • Financial statement review and compilation

  • Computer hardware and software recommendations to meet your specific needs

  • Operational and profitability improvement consulting

  • Bookkeeping and accounting services scaled to your business needs.

Human Resources Services 

  • Compensation and benefits review

  • Succession planning

  • Human resource risk assessment

  • Human resource compliance audit.

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