Financial Management: Unlock the full potential of your financial resources and drive your nonprofit’s mission forward. Our financial management services are designed to empower you with the tools and insights needed to make strategic decisions. We offer comprehensive budgeting and cash flow management support, precise financial forecasting, grant management assistance, and strategic financial planning. Together, we’ll optimize your financial operations and pave the way for long-term sustainability and growth.
SERVICES
BOD Financial Package, Meeting & Reporting
Cash Flow Forecasting & Budget Reporting
Organization-wide KPIs
Program or Grant-Specific Reporting
Team Member Performance
Annual Audit Assistance
Annual Budget Preparation
Financial and accounting policy setting
Internal Controls
Resource planning
Retirement planning
Financial sustainability and strategic planning
Investment Management
Incentive Plans
Multi-state or location expansion and planning
Bob Frazier
Treasurer
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We needed specific help with IRS tax challenges for the national organization and our smaller chapters. Keith Argueta and his staff have been very knowledgeable, responsive and professional as we worked through the various steps.
Minh Vo
Entrepreneur
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Been a client since 2014, great service from payroll, tax planning, budgeting, and general advice. LLC set up was quick and painless.
