You may not even know what exactly you need, just that you need something. I will start with a Free Consultation which includes a Q&A to discuss what your concerns are and what you are hoping to get out of my services. After the Free Consultation, I will provide an affordable quote based on any number of services that I provide. You decide what you are comfortable booking!
Depending on how thorough of an Audit you want will determine how much I review but a true forensic audit would consist of anything Financial. This may include interviews with your Treasurer or Bookkeeper(s), reviewing Bank Statements, Receipts, Financial Spreadsheets, Checkbooks, Handwritten Notebooks and More!
I will help put together customized Financial Reports based on what you want to know - this could be anything from Profit/Loss and Cash Flow Statements to Fundraising Charts.
Based on your Historical Financial Performance and projected growth, I will put together Budgets to help show you how you can achieve Financial Goals or what adjustments you need to make to get there.
After I have had a chance to review your record-keeping (or lack thereof), and interview anyone involved in your procedures, I will put together a critique. This will include my recommendations on what is working, what is not, and specific things that can be done to make your operation more efficient. My goal is to make your life easier, not create more work for you or your team. I keep in mind your available personnel and budget.
You might just love everything I did for you and want to keep me around. If so, I will put together a quote for reoccurring services. This can be anything from daily bookkeeping to monthly reports (P&Ls, Budget vs Actual Comparisons, Progress Reports, you name it).
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