Strategic Planning and Performance:

Our strategic planning and performance approach is designed to help you demonstrate your value and improve your performance. We can help you accomplish your mission and vision by bringing a systematic, disciplined approach to evaluating and improving the effectiveness of governance, strategic planning, risk management, and internal controls through:

  • Virtual CFO support
  • Strategic business planning
  • Internal audit and quality assessment
  • Governance, risk and compliance

Financial Performance:

All not-for profit organizations are required to manage the funds they receive, whether through contributions, donations or membership fees. We will work with you through every step of the journey, as we believe in a hands-on approach to provide tangible results. We ensure proper knowledge transfer to empower your team to lead initiatives or projects and grow with your organization. We assist with:

  • Budgeting, financial management and planning
  • Virtual controller support
  • Financial reporting
  • Audit preparation
  • Forensic accounting services
  • Contribution audit support and reporting

Business Operations Support:

In this world of increased reporting requirements, budgetary constraints and fast changing technology, organizations often face challenges to optimizing their operations. We can assist by providing the expertise and capacity required to support and improve your operations and help you save time and money. We have worked with nearly every business sector which we draw on to provide best practices for your organization. We provide the support and tools your team needs to become self-sufficient as we work together to optimize. We can help with:

  • Reporting
  • Operational improvement
  • Business process redesign
  • Project management
  • Program evaluation
  • Change management
  • Daily operations support
  • Bookkeeping and accounting support
  • Tax preparation and filing support