Our Approach to Change
We focus on people as the primary drivers of successful financial
management systems. Our work develops individuals, teams, and
organizations to strengthen their financial engagement and
understanding to produce more transparent, accurate, timely, and useful
information for management and external reporting purposes.
With these values at the forefront of our work, the implementation of
technology solutions is met by empowered people, ready to leverage it.
Our experienced team members can fill functional gaps on a
short-term basis and train existing personnel on your team.
After you decide to improve your financial management future, an assessment is an excellent next step. An assessment is an opportunity to create the visibility, space, and perspective to help your organization change course. Our assessments generally involve three main components:
We capture the dynamics of your current system including people, processes, and tools.
Key stakeholders are interviewed to discover system strengths and gaps.
We develop and prioritize a set of recommendations collaboratively that can be adopted and maintained by your team.
We help you implement the recommendations.
Hands-on support including: transitional bookkeeping, monthly close and reporting, grant management, budgeting, audit preparation, and system implementations.
We provide advisory services to nonprofit partners who are looking for additional oversight, technical expertise, coaching, training, and strategic guidance from seasoned professionals who are no strangers to complexity.
We know what you're going through
Our nonprofit partners see success from our work together when:
Decisions are made based on meaningful reports that are produced on time with few errors
Systems that are effective and easy-to-use increase transparency and reduce delays and errors through automation
Audit processes run smoothly and deliver reports without surprises
Budgeting engages team members, expands their financial understanding and creates accountability for use of funds
Strong internal controls exist to safeguard the organization’s assets