Additional Services
CFO-level engagement samples:
Account structure and reporting
Grant and restricted fund management and reporting
Processes to accelerate close
Financial policy improvement
Financial content for annual 990 (does not include preparing the 990)
Cost: Hourly or project based on scope of assignment
Project Examples:
Assistance preparing for year-end financial and fundraising reporting
Support to create annual or multi-year strategic plans
Software transition - project management, data preparation, vendor communication
Database management - clean up data, duplicate removal, address updating, consistent formatting of data
Cost: Hourly or project based on scope of assignment
Operations Examples
Strategy to diversify revenue from single source
Develop annual grant calendar
Fundraising case statements for support
Grant writing
Post-award financial controls & reporting
Data-entry
Cost: Hourly or project based on scope of assignment
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