From data entry to financial analysis, we provide tailored support and a team of consultants to handle your bookkeeping, controller and CFO needs.  

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Our firm only works with non-profits. We understand the accounting rules that are unique to the industry and are experts at making financial reports meaningful and understandable to all levels of an organization.

During our discovery phase, we seek to understand the financial-related challenges your organization faces.  We will customize your accounting software to be able to create engaging reports that will drive more strategic conversations, and we will work to streamline finance operations while maintaining strong internal controls and fiduciary oversight.

This service is fully remote and we can work with organizations anywhere in the United States.

Customized sessions with first-time CEOS, Executive Directors or Finance Directors, especially those new to the non-profit sector. Topics can include revenue recognition, effective Board Reporting, managing endowments and restricted funds, internal controls, etc.

We have a team of veteran finance and accounting professionals with expertise in non-profits that are available to help your organization operate effectively while you undertake a search for the right permanent candidate. 

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Our consultants live throughout the San Francisco Bay Area and most of our work is provided via a combination of in-person and remote support.

An analysis of all areas of an organization’s accounting & finance functions-- including staffing, software, internal controls, cross departmental collaboration, board engagement, reporting and sustainability.  Our analysis also includes a deep dive into 2 or 3 areas of particular concern to your organization’s leadership team. 

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The work is performed through a review of existing systems, documentation, and reports, and through a series of interviews with key constituents. 

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We deliver a written report summarizing our observations, with a road map to best practices

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In certain circumstances, we can continue to work with your organization to implement some of the suggested improvements.

Customized training for new or existing Board members in what it means to be a fiduciary, how to understand non-profit financials, and effective questions to ask.

On-going sessions available for new-to-non-profit CEOs and Executive Directors in the nuances of non-profit accounting and effective fiscal oversight.

Expertise in creating custom modeling tools in excel or google sheets that can be used for multi-year budget planning, strategic planning support, or cash flow forecasting

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Cost Benefit analysis for new or expanded program investments

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Pricing models for earned income opportunities