ways to engage

Working together regularly will enable us to develop your knowledge and confidence as a financial leader, maximizing your role in your organization's success.

SAMPLE ACTIVITIES, DEPENDING UPON YOUR NEEDS AND CIRCUMSTANCES: 

  • Review and analysis of financials
  • Narrative development and meeting preparation
  • Design and development of reports to effectively communicate the performance and health of the organization to your stakeholders
  • Coaching and counseling to improve financial communication skills to board and staff
  • Assessment of the finance and accounting staff
  • Creation of internal financial reports to grow your staff’s financial literacy
  • Custom support to fit your needs as Executive Director