Provide executive level experience and skill in a temporary leadership roles within an organization. Services will bridge critical leadership gaps, address specific challenges, or provide strategic guidance during transition, crisis, or opportunity periods.
Complete the payroll process process within the organizations payroll system (ADP, Paylocity, PayChexs, Evolution) calculating total wage earnings, withholding deductions, and other applicable payroll taxes.
Month End Close
The collection of financial accounting information, review, and reconciliation of records each month. This is a reporting requirement for some companies, and helps businesses keep accurate records throughout the year. The most important closing period comes at the end of the financial year.
Documenting a specific procedures to ensure a particular process is properly documented, this will also allow cross functional training.
Grant Financial Reporting
A grant report will be used to provide the funder with information regarding the work they are supporting and may include other information about your nonprofit as well. This report ensure the funder that the grant funds are being appropriately used to fund the program described in the grant documents.
Recording of financial transactions, it involves preparing source documents for all transactions, operations, and other events of a business.
Review/Analysis existing processes and determine if there is a better, smarter, more time efficient way to complete the task. This improvements goal is to save the organization time and money.
Working with 3rd Party system vendor to implement, test, and training on the new operating system your organization deems sufficient.
Specialize in planning, coordinating, and executing projects according to specific requirements and constraints. Will perform some or all of the activities related to project work, from conceptualization to completion.
Budgeting & Forecasting
Providing the financial planning tools that companies will use to establish a 3 year plan or rolling 12 month forecast for where management wants to take the business.
Will allow businesses to get their data collected, processed and presented to them in the form of actionable insights while avoiding investments in the development and administration of an analytics solution.
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