Not-for-Profit Services
Controller/Director of Finance Services
Manage Financial Health
Provide meaningful information and direction in accounting and finance matters
Coach and mentor your accounting staff
Assist with complex accounting entries
Review and update accounting policies and procedures
Draft internal financial statements and file corporate tax returns
Generate year-end working papers to reduce the cost of your audit or review engagement
Reporting
Identify Issues and Trends
Develop and regularly report on your key performance indicators (KPIs)
Identify areas for improvement and a practical plan to carry out any desired changes
Generate periodic variance analysis along with commentary
Calculate debt covenant ratios
Train staff in using Excel and your own reporting tools
Process Improvement
Improve your processes
Review, map and update accounting processes
Utilize technology to enhance and streamline your processes
Write documentation such as policy and procedures manuals
Budgeting and Forecasting
Improve your processes
Assist with monthly, quarterly and/or annual budgets
Generate long-term forecasts
Develop cash flow analysis and projections
Systems
Get the most out of your data and technology
Perform in-depth data analysis and data cleansing/consolidation
Develop dashboards to track and report on KPIs
Fulfill the role of accounting subject matter expert (“SME”) for accounting system upgrades or implementations
Create or refine the chart of accounts
Produce systems documentation and training materials