Do you have a leadership transition coming? Do you need to put together a complete financial analysis including statements, ratios, analysis for a presentation? We can help.
Based on your accounting records and reports from your accounting system our team will provide easy to read and understand financial statements for your leadership to review and know exactly where you are in your financial journey.
Having your financial reports is one thing, but then being able to know what they mean to your organization is another. Are you able to talk about trends? Do you know what trends to look for? Did you know there are simple ratios we use to track performance indicators?
Do you know what healthy accounting practices look like? Are you utilizing your accounting software correctly? We are not a CPA or auditing firm, but we are able to coach your team handling day to day accounting so that financial records are easy to report on. If you put in good data (accounting records) you will get accurate financial reports.
Every organization struggles to understand financial implications of strategic decisions. We are here to be sure you know the full implications of what you are deciding to do. We are great at listening and then providing feedback.
Many groups will set a budget at a board meeting, and then set it on the shelf and occasionally report on it through the year. We have developed a dynamic budgeting process that helps organizations flex throughout a year and not panic in the 4th quarter of your fiscal year.
Fraud is a real thing in non-profits, schools and ministries. But having good internal controls set up help mitigate your risk. We can help you protect your organization from news coverage about the latest financially scandal.
We work with groups all over to help our partners get the best financing options available. Consider talking to us before just going to your bank and taking out a loan.
We can do a complete debt analysis to let you know how healthy your organization is when it comes to your debt load.