Expert Financial & Operational Services Tailored for You
Budgeting, cash flow management, financial reporting, grant management, audits, board reporting, and operational turnarounds.
Budgeting and Forecasting: Development and management of operational budgets and financial forecasts.
Cash Flow Management: Creation and implementation of cash flow models.
Financial Reporting: Preparation of detailed financial statements and reports for internal and external stakeholders.
Grant Management: Oversight of grant budgets, financial reporting, compliance and donor funds.
Audit Preparation: Preparation and management of audits, including financial and compliance audits.
Board Reporting: Preparation of financial reports and presentations for board meetings.
Operational Turnarounds: Support for organizations undergoing growth, transition, or turnaround situations.
Monthly accounting cycle, accounts payable and receivable, and payroll management.
Monthly Accounting Cycle: Oversight of general ledger, including journal entries and account reconciliations and preparation of financial statements.
Accounts Payable and Receivable: Management of payables and receivables, including invoicing and reconciliations.
Payroll Management: Data entry into third party payroll platform (ADP, Paychex, etc).
Business planning, operational planning, and risk management.
Business Planning: Development of sustainable business plans and strategic financial goals.
Operational Planning: Identification and selection of financial and operational systems to improve efficiency and effectiveness.
Risk Management: Development of risk management strategies.
Talent management, hiring, retention, and employee relations support.
HR Management: Support for talent management, including hiring, retention, and employee relations.
With a proven track record in non-profits and for-profits, our customized strategies help businesses achieve financial success and operational excellence.
Marsha is an experienced financial professional who is uniquely qualified to provide financial and operations support to small and medium-sized nonprofits and professional services organizations. Her career began in public accounting, and she progressed to CFO and executive management positions across various industries and organizational sectors. She holds a Bachelor of Science in Accounting and an MBA in Management.
Marco has over 30 years of accounting and finance experience in both the corporate world and the nonprofit arena. He has implemented accounting systems in many organizations, managed the full accounting cycle, and developed complex management reporting systems. Marco has worked in industries including travel, technology, and education. He holds a Bachelor of Science in Accounting and a Master’s in Psychology.
For more information or to schedule a consultation, please feel free to contact us.
Let us help you achieve financial success and operational excellence.