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Imagine. Utilizing CFO Advisory Services

How can our consultants help?

Board Relations

Work with your Finance/Accounting Staff, The Board of Directors, Board Treasurer with monthly, quarterly or Annual Meetings. Help drive your business with a high level lens assisting with the production of KPIs, Dashboards, Financial Planning, Reporting & Analysis. Assist with financial presentation to Board & Committees to assist with the potential success of the nonprofit.

Committee Relations

Work with your Finance, Executive, Audit Committees to bridge the communication gap.  


Financial Planning - Assist the committees towards success by analyzing the current data, projecting and working with departmental leaders to maximize financial performance.

Financial Analysis - Looking back, analyzing current status to give the nonprofit a good picture of how to move forward.

Office Scene
Operations Consulting

Staff - Working with your staff to better understand the monthly financials, budget & projections.

Leadership - Working with leadership to compile departmental data to rollup to company financial analysis and reporting.  Financial Metrics to provide to the Board of Directors, Finance Committee, Executive Committee & Audit Committee.  

Operational Flow - Assist with improving operational waste. Help with closing the gap between HR, Payroll & Finance.

Monthly Financial Reporting - Assist leadership with providing meaningful financial & operational planning & reporting to utilize in Strategic Planning & Budgeting.

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