Financial Management Consulting Services
We provide ongoing or temporary consulting services on specific stages of the financial management process.
- Strategic Planning – focus on the availability and use of organization
resources throughout the strategic planning process - Enterprise Risk Management – identifying, controlling and monitoring
organization risk - Financial Reporting – developing, preparing and presenting reliable
financial information - Financial Systems Management – Accounting system development, implementation and oversight which maximizes effectiveness
and efficiency - Banking, Cash and Investment Management – managing banking and investment relationships and transactions
- Budget Management – resource analysis, allocation and reporting
- Compliance with laws, regulations and standards – compliance with current tax regulations and generally accepted accounting principles
- Preparing for audits and reviews – GAAP compliance, account balance reconciliations and adjustments and schedule preparation
- Tax return preparation – local, state and federal tax return preparation
- Grant and contract management – funder development and compliance
- Cash receipts and disbursements – transaction process and vendor/client relationship management
- Payroll and payroll taxes – payroll preparation and tax services


