Management and Organizational Consulting Services

Nonprofit leaders face many financial and operational challenges — and they change rapidly. A knowledgeable independent advisor can help your management team and board:

  • Identify and respond to risks
  • Ensure you have the best systems and strategies in place
  • Accomplish your mission more effectively

Our not-for-profit experience and expertise, combined with respect for your organization’s mission and in-depth knowledge of its operations, places us in a unique position to assist management and the governing board.

Our management and organizational consulting services for nonprofits include: 

  • Strategic planning and integration with annual budgeting and operations
  • Financial reporting practices and decision support
  • Budgeting and expense reduction strategies
  • Cash forecasting and management practices
  • Cost accounting structures and analysis
  • Consulting reviews for churches
  • Internal control risk assessments
  • Internal audit review
  • Accounting systems conversion
  • Team building
  • Nonprofit Organization Capacity Assessment
  • Chart of account creation or revision
  • Audit readiness/preparation
  • Quickbooks® training and setup
  • Forensic investigations
  • Audit committee and board coaching and training
  • College and university leadership training
  • Finance staff recruiting, coaching, and training
  • Leadership transition assistance
  • Merger and acquisition due diligence
  • Outcome-based measurements
  • Outsourced accounting and controller services, and Nonprofit CFO Advantage™

These are just a few of the services we offer. Please contact us to discuss how we can meet your organization’s specific needs.