Contract CFO
You need a trusted advisor with accounting and finance expertise who can communicate effectively with stakeholders, and provide strategic planning without the full time cost. Contract CFO work can be a single touch or an ongoing commitment saving thousands in overhead expenses while gaining the partner you need.
How we can help:
Create/Modify Business Financial Infrastructure
Oversee/Assist with Financial Operations
General Business Financial Advising
In-depth Financial Analysis and Planning
Assessments for Operating Inefficiencies
Federal Audit Preparation and Review
GAAP, GASB, Uniform Guidance Compliance
Regular Cashflow Forecasting with Proformas
Create a Financial Model for Fundraising
Board/Committee Presentations
Act as a liaison with Investment experts
Because understanding the numbers is critical.
Grant Administration
Congratulations, you got the grant. Now what? Balancing project demands, funder requirements, and continued service provision can be quite overwhelming and arduous. Post-award grant administrators are typically paid from grant proceeds and work with you to manage the entire project so organizations can focus on meeting critical service needs.
How we can help:
Post-award services:
Monitoring and tracking expenditures in line with approved budgets
General Bookkeeping
Monitoring and managing cash flow
Prepare and submit validated draw requests
Quarterly and Final Narrative and Financial Reports
Financial Statements
Stakeholder Presentations
Oversee Contractors
Create and request budget modifications
Create and request workplan modifications
Attend and Support Stakeholder meetings administratively
Limited Pre-award services:
Budget preparation
Proofreading and editing of application for consistency of narrative against financials
Grants fund many projects when managed well.
Bookkeeping
It is said that good records help make good decisions. As a business owner, your time is divided between many things during a day and critical tasks can get pushed off "until later". Bookkeepers organize your monetary transactions into a manageable format which provides timely and critical financial reports for financial decisions and tax reporting.
How we can help:
Set up/Create Bookkeeping Systems (manual and digital)
Bank Reconciliation
Financial Statements
Customized Reports
Budget Preparation
General Bookkeeping
Maine Sales and Use Tax Prep and Filing
Your assurance we are highly skilled partners.