Finance can often be an invisible function of the organization making it difficult to know where to start when identifying areas of improvement.
We review source documents and systems, interview stakeholders across the organization, make recommendations for improvement, and then provide the extra capacity to implement better practices and systems that benefit the entire organization.
This process is powerful because it creates a road map for financial transformation. This visibility into your organization’s financial management future creates engagement and confidence in your financial processes and models transformational change to other functions.
Assessments generally last three to four months and often result in a continued, longer-term partnership. To learn more about our assessment services and whether they are right for you, take the short quiz below.
"I wanted to thank AFC for Mission Graduates’ financial evaluation and assessment. Your professional services and guidance have made a significant impact to Mission Graduates’ ability to continue growing strategically. Each step we took together this past 18 months has resulted in significant reporting and operational improvements, which were to the delight to our management team and board members.
You and your team’s professionalism shined brightly during each interaction with our Finance Team, which contributed to swift implementation of each process improvement. Our management team and board members have also praised the new financial reporting / visual charts so much that our Board Treasurer wants to use similar reports at her organization. Lastly, the implementation of our new DIVVY credit card/process has streamlined the monthly expense report submission process by our leadership team resulting in a significant improvement to timely month end closes. I look forward to our continued collaboration this coming year and have high hopes of even greater success stories to share with our peers in the after school community in San Francisco. Thank you again for your continued support of our programs and organization."
Anson Louie, Sr. Director of Finance & Administration