CFO Services for Non Profit Organizations
Annual budget
– implement a budget process
– create an annual budget
– multi-year projections
(click here for details about 3 budget management offerings)
Financial reports & analysis
– projections
– budget to actual
– cash flow projections
– comparative reports
– financial dashboard
– ad hoc reports
Other
– special projects, including financial assessment and suggestions for enhanced financial systems, special reports
– collaborate with Accountant & Bookkeeper to work efficiently on the organization’s financial transactions & reports
– key performance indicators analysis
– personnel and non personnel allocations, by funding source
– review and/or create financial processes and procedures
– Quickbook analysis: Chart of Accounts, memorized reports, classes, tags, rules, etc.
Grant management
– budget development
– grant revenue and expenditure tracking
– financial reporting
Annual audit
– set up systems throughout the year to ease the workload during the annual audit
– assist with the annual audit or financial statement compilation
Workshops for your leadership and/or finance team
– Introduction to Financial Management for Nonprofits
– Budget Management for Nonprofits
Board Support
– attend Finance Committee and Board meetings to present monthly financials, annual budget, financial metrics
– onboard new Board members as related to the organization’s financial reports/dashboard
Financial Turnaround
– analyze revenue history
– assess and project cash flow, by month
– analyze operational costs
Keep a vigilant eye on systems, policies & procedures to consistently navigate your organization towards financial sustainability.
Artist: Sage Roscoe, 2024
