I help you to identify, plan, and execute meaningful projects.
Most finance functions are lean, and driven by routines and immediate priorities, with little left for "sharpening the saw." Add capacity to deliver critical projects faster, better, and on budget.
Part-time, fractional CFO services provide cost effective expertise to fit your budget. I bring new ideas and insights to your nonprofit.
Assess
We assess your processes and systems with an eye on internal controls. An assessment is tailored to your needs and budget.
You receive an action plan to prioritize improvements.
Plan Technology Upgrades
I work closely with staff and technical vendors to prioritize your requirements and maintain an unbiased, agnostic approach to solutions and providers.
I help you select and plan for:
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Accounting system upgrades and conversions
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Accounts Payable and travel & expense systems
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Business intelligence suites and reporting applications
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Integrations with Association Management Systems (AMS) or Customer Relationship Management (CRM)
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HR and payroll applications, timekeeping solutions
I help you select vendors, document processes, analyze requirements, and re-engineer where necessary.
Contract and Hire Effectively
It's time consuming to find new vendors and hire staff. Mistakes prove costly. We provide focused expertise to develop criteria, analyze candidates, manage the process, or all of the above.
Whether it's a new audit firm, insurance provider, investment adviser, or key hire, add rigor and insight to ensure that you make the best decision.
Improve Internal Controls
A well-tuned finance team goes beyond compliance and reporting to drive operational performance. Leverage the full power of the internal control integrated framework principles to manage risks and help your organization achieve its goals.
Don't wait. Improve controls over financial reporting and clear those management letter comments before your next fiscal year.
Get Efficient
Elicit peak performance from your team and budget managers with customized training, coaching, and mentoring. Sometimes it takes an outside voice to make a message stick and accelerate performance improvements.
Just. Get. It. Done.
You have a staff vacancy, or two. The audit and 990 are on deck, and you've been asked to lead that new high profile project. Don't sprint in a marathon! Get help catching up, support your controller, and benefit from a CFO's strategic insights.