What We Do

Improve your non-profit’s financial performance with our part-time CFO services

Management of the annual financial audits, IRS Form 990s, and 1099s submissions

Assessment and evaluation of financial performance of organization with regard to long-term operational goals, budgets, and forecasts

Provide insight and recommendations to both short-term and long-term growth plan of organization

Research revenue opportunities, analyze internal operations, identify areas of cost reduction and process enhancement

Serve as liaison on financial matters among Board of Directors, executive leadership, management, financial institutions, and regulatory agencies

Budget & Forecasting Preparation

Financial Statement Preparation & Analysis

Payroll Processing

Investment Portfolio Oversight

Employee Benefit Plans including Retirement Plans

Leadership & Mentoring

Risk Management

Strategic Planning & Execution

Project Management

Cash Flow Management & Forecasting

Ensure Organizational Compliance with Relevant Laws