We offer the following support and training services:
Fractional Chief Financial Officer – Ideal for mid-sized organizations who need services such as strategic planning, contract review, budget preparation and financial reporting, but only require these services part-time. Contact us to discuss your specific needs.
Accounting systems and process set-up:
- Accounting system set-up;
- Establishing Chart of Accounts;
- Program set-up for not-for-profit fund accounting;
- Establishing policies and processes;
- Accounting staff training and coaching.
*We do not provide public accounting services defined as: compilations, review engagements, audits, or provide tax services*
Human Resource Management:
- Human Resource Planning;
- Creating and maintaining Work Descriptions;
- Administering selection processes;
- Developing an onboarding program including: orientation, training, mentorship;
- Developing a performance management program including: setting objectives, evaluating performance, and facilitating redirection.
Please contact us to discuss your specific needs.