All services are project-based based on scope of service.

C-Suite Support

  • Provide a complete update to all financial policies to adapt to changing laws, control evolving risks, and match established processes.

  • Review core close processes including account reconciliations and reviews, journal entries, a general ledger review, and reports.

  • Managing grants and donor restrictions is essential in accounting to ensure legal compliance, financial transparency, and continued funding..

  • Assist with preparing the data for annual 990 (does not include preparing the 990).

  • Liaison with the auditors to provide data, reporting, and supporting documentation for the annual audit.

  • Work closely with senior leadership to translate vision to operational goals and KPIs,

  • Translate vision to strategy and goals for large-scale initiatives and manage implementation.

  • Asses day-to-day operations with CEOs goals, tracking KPIs, and moving policy forward.

  • Support the vision by working closely with all leaders and departments to strategize and plan around people and culture.

  • Work closely with CEO to ensure that an ongoing, intentional process of building, training, and evaluating the board of directors so members can effectively govern the organization and advance its mission.

Tell us how we can support you.

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