Services Offered

Improve your Non-Profit Organization’s financial performance with fractional CFO services

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

Communicate financial performance and strategy effectively to internal and external stakeholders

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

Provide leadership and guidance to the finance team, ensuring alignment with organizations goals and fostering a high-performance culture

Manage and enhance ERP systems to improve financial operations and reporting

Budget & Forecasting

Financial Statement Preparation & Analysis

Payroll Processing & Reporting

Investment Portfolio Oversight

Employee Benefit Plans including 401K, 403B and 457 plans

Risk Management

Strategic Planning & Execution

Project Management

Cash Flow Management

Ensure Organizational Compliance with Relevant Laws