• Financial & Budget Management: Education & mentoring/coaching via individual meetings or group workshops.

• Create Annual Budget: Develop comprehensive annual budgets tailored to your financial goals.

• Analyze Budget to Actual: Evaluate budget performance by comparing what was anticipated to what actually happened.

• Assess Financial Reports: Conduct reviews and interpretations of financial statements.

• Analyze Cash Flow: Examine cash flow to ensure financial stability.

• Create Financial Dashboard: Design intuitive dashboards to visualize and summarize key financial metrics.

• Special Projects: Address unique financial needs and challenges through targeted projects.

…and much more.