Not for Profit
Accounting and Advisory Services
Your mission is important, and your time and resources are valuable.
If you are facing financial or operational challenges due to staffing gaps, regulatory compliance requirements or a new funding source or service area, we can be an extension of your team to help you navigate the challenges while you focus on your mission.
Our services range from bookkeeping support to audit preparation to financial planning such as budgets and forecasting.
- Bookkeeping Support and Training
- Grant Accounting
- Pledge Accounting
- Month End Close
- Monthly Oversight
- Year End Close
- Audit & Single Audit Preparation
- Annual Budget
- Software Implementation
- Custom Reporting
- Outsourced Comptroller and Director of Finance Services
Kelli's ability to streamline procedures, as well as provide clear and concise explanations, greatly improved the workflow of our finance, grants and development teams. The auditors, board of directors, and staff felt privileged to work with Kelli and were thoroughly impressed with how she:
- Analyzed financial statements and corrected errors that saved the organization a lot of money. She also appropriately reclassified funds.
- Created standard operating procedures and made sure employees and board members understood what needed to be changed and why.
- Implemented a better tracking record for receivables and created a system for development to reconcile with the finance office.
- Mentored a new employee and explained information to board members and staff in a way that was easy to understand.
- Maintained a professional attitude and returned emails in a timely manner.
YWCA of North Central Indiana
Susan T.