Ongoing Support

Long term, always-available partner to CEO/ED & Board to serve your organization’s daily, monthly, and annual needs


Strategic CFO

An experienced lead for your financial foundation

  • Active participant in strategic decisions and business management/oversight

  • Develop ED capacity to manage/articulate financial decisions and operational challenges


Controller

Accurate and timely transaction processing and reporting processing: transactions, accounts payable, accounts receivable, and payroll

  • Develop & maintain annual budget and cash flow projections; including monthly and annual financial reporting and bank reconsolidations

  • Design/manage internal controls, including finance policies


Revenue Management

Technical expertise and thought-partnership to help you look your best for your most important partnerships

  • Provide all necessary financial reports/projections for grant proposals and reports

  • Support ED/CEO in preparation of large proposals or reports via consultation and ‘final touch’ review

  • Interface and build relationships with funder in support of ED and Board

Strategic efficiencies in supporting, retaining, and building strong talent

  • Support ED/CEO in developing performance review format and calendar

  • Compensation and job description benchmarking and ‘right-sizing’

  • Benefits review and acquisition

Human Capital