Financial Management for Non Profits

Helping you to be financially organized and realize a clear and useful financial picture of your nonprofit.

  • Record accurately and consistently disbursements, deposits and other important information
  • Complete timely bank and credit card reconciliations
  • File in an organized and practical manner
  • Go paperless where possible
  • Complete form 990 and other compliance requirements
  • Assist with audits or other third party examinations
  • Assist with IRS notice or other Federal, State or Local notices
  • Implement internal controls
  • Assist with grants management
  • Develop and maintain a dashboard
  • Provide CFO/Controller level services or assistance
  • Provide financial analysis
  • Assist with budgeting and forecasting
  • Provide financial perspective in management meetings
  • Assist with board interactions and/or presentations

  • Record accurately and consistently disbursements, deposits and other important information
  • Complete timely bank and credit card reconciliations
  • File in an organized and practical manner
  • Go paperless where possible
  • Complete form 990 and other compliance requirements
  • Assist with audits or other third party examinations
  • Assist with IRS notice or other Federal, State or Local notices
  • Implement internal controls
  • Assist with grants management
  • Develop and maintain a dashboard
  • Provide CFO/Controller level services or assistance
  • Provide financial analysis
  • Assist with budgeting and forecasting
  • Provide financial perspective in management meetings
  • Assist with board interactions and/or presentations

Meet Some of Our Clients

CANAPI

Senior Citizen Resouces

Dr. Bobs Home

Cleveland Pops Orchestra

Christ Episcopal Church

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