Our services can be conducted on-site or remotely. Click on a service below for more details and to read a case study.

Bookkeeping and Administrative Support

Leave the bookkeeping to us, so you can focus on your mission. We can handle your accounts payable, accounts receivable, general reporting for staff operations, and more.  We can provide on- or off-site administrative support, including file management, data entry, and document retention assistance.

Accounting

We help clients with accounting and budgeting, often in the form of an outsourced CFO or Controller. We can help with tax and financial statements preparation; maintaining the chart of accounts; preparing for an annual audit; managing payroll and benefits; and more.

CFO/COO Management and Search

We offer a wide array of management consulting services. We can help you build effective policies and procedures, prepare accounting and human resource guidelines, make smart decisions about your investments and assets, search for top talent to fill executive and financial positions, and provide interim management during the search.

Business Advisory Services

Other services we provide include but are not limited to board orientation and development, strategic and long-range planning, construction management and facilities planning, contract negotiations, the development of business plans, and more.

Fundraising Consulting Services

For many not-for-profit organizations, engaging and growing philanthropic investment is an essential part of the bottom line.  Our fundraising practice is dedicated to helping our clients engage philanthropy in ways that help maximize their mission.