Whether you're navigating a financial system change, catching up on books, or preparing your board for success, we offer flexible consulting and administrative services tailored to your organization’s needs. Our goal is to provide clarity, structure, and support when and where you need it most.
Our consulting and admin support services include:
Financial System Setup & Transitions
Switching systems or starting from scratch? We make it easy. From onboarding to platforms like QuickBooks Desktop to customizing your chart of accounts, we ensure a smooth, efficient transition.
Cleanup & Catch-Up Bookkeeping
Behind on your books? We specialize in untangling outdated or inconsistent records—reconciling past transactions and bringing everything up to date with accuracy and care.
Internal Process Reviews & Procedure Development
Strengthen your back office with streamlined workflows and clear documentation. We assess your current processes and help develop customized procedures that promote consistency and accountability.
Board Training & Orientation
Empower new board members with the knowledge they need to lead confidently. We provide training and resources to help directors understand their roles, financial responsibilities, and best practices.
Regulatory Filing Assistance
Stay in compliance with support for government and state filings, including Secretary of State reports and other administrative requirements.
Custom Financial Reporting
Whether it’s for a grant application, audit, or internal decision-making, we create tailored reports to meet your specific board or funding needs.
Temporary Controller or Bookkeeper Coverage
Need short-term support? We offer interim coverage for key financial roles to keep operations running smoothly during transitions, staff leave, or increased workload.
Election & Ballot Administration
Professional creation, distribution, and collection of ballots for sensitive voting matters. Totals are accurately calculated and results reported to the board, with confidentiality maintained when required.