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    Financial Management Services

Mission
The mission of the Financial Services Support Program is to enhance the financial efficiency and effectiveness of the nonprofit community

 

 

What Financial Management Services Support Provides To Your Agency

•  Highly skilled nonprofit experts to identify and support the appropriate financial services for    your agency

•  Low annual fee for our services

•  A single partner for your financial needs

 

Key Components for the Financial Management Services Support Program

•  A comprehensive business and financial assessment which provides an overview of current    and future needs and creates a strategic financial management services vision

•  A carefully documented stabilization plan to guide the early stages of the support program

•  Expert support for a wide range of one-time financial management services projects

•  An effective process for tracking return on investment, evaluating progress, documenting    challenges and developing a plan to achieve financial management services goals

 

Financial Management Services to be offered

•  Audit preparation

•  Financial Check-up

•  Help line

•  Funder reporting requirements

•  Growth advice

•  Accounting software recommendation, implementation & training

•  Developing/reviewing/updating policies & procedures

•  Internal reviews & issue recommendations

•  Budget development assistance

•  Projections & cash flow analysis

•  Cost Containment recommendations

•  Financial compliance assistance

•  Audit committee training

•  Develop/review/update sound business & accounting practices

•  Develop/review/update system financial controls

 

For additional information call: 

Jim Hughes, Director Susan Lopinot, Chief Financial Officer

(561) 214-7438 or E-mail Jim (561) 214-7429 or E-mail Susan



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