Solutions
Fractional CFO and Interim Financial Management
You want to have financial systems that run smoothly, dependable analysis, and a strategic partner to help to make good decisions. Getting you there can include:
Interim staffing
Dashboards and other reports for the board, management, and grantors
Cash flow forecasting
Reports on other key performance indicators
Planning and strategic advisory
Set up or clean up of financial systems (QuickBooks, Abila MIP, Netsuite, Sage Intacct, etcetera)
Budget preparation
An assessments to identify strengths and weaknesses in your finance and administrative systems
Negotiated Indirect Cost Rate Agreement
The government wants to pay for the full cost of the projects they’re giving you a grant for, but they don’t always make it easy.
With a Negotiated Indirect Cost Rate Agreement (NICRA), you can get fully reimbursed.
We can prepare your NICRA application and also help you complete the annual filings.
More details here on our Negotiated Indirect Cost Rate Agreement dedicated website (Nonprofit NICRA).
Audit Support
The time and stress involved in an audit can leave even talented, nonprofit financial staff exhaused or worse.
We can take the lead on your audit so your team can take care of the 99 other priorities they need to attend to this month.
Training & Public Speaking
Do you need training for an individual or group? Or a speaker for your conference? You can count on us to cover a variety of topics, including:
Board Fiduciary Excellence
Making Financial Reports Easy(er)
Budgeting Basics
Effective and Efficient Back Offices
We specialize in making these sorts of topics accessible and engaging for all sorts of audiences, not just CPAs and CFOs.
Click here for more information about training and public speaking.
Coaching and A La Carte Consulting
Would you just like 30-60 minutes of consulting with our founder, Sean Hale?
Potential topics include:
Nonprofit finances
Nonprofit leadership
Digging deeper on anything in our blog
Coaching
Setting up and growing a consulting practice
Note: We do not provide audit, tax, or attestation services but we would be happy to introduce you to professionals who can assist you with that.