Services Index
Financial Office Oversight
Objective - To assess the strengths and weaknesses
of the Finance Office and provide oversight on an ongoing basis.
The ongoing services can include, but are not limited to:
- being a resource to finance office personnel to answer their questions
- design and implementation of financial policies and procedures
- design and implementation of a budgeting process
- review of monthly financial activity
- completion or review of bank reconciliation
- financial statement preparation
- design of financial reports for Boards
- cash flow and budgeting analysis
- chart of accounts design
- implementation of new accounting software
- assistance during finance office personnel leave of absence or turnover
- coordinate annual financial review or audit
Compensation & Benefits Survey
Objective -
To deliver comparative compensation and benefits data for all
major job classifications. The survey will include an analysis
of the organization’s salaries as they compare
to a group of similar organizations.
Operational Assessment
Objective - To perform
a review in key operating areas: Corporate and Administrative
Matters (including Human Resource Management & Information
Technology), Financial Reporting, Tax Compliance and Internal
Control. The deliverable is a detailed report outlining the
issues which need to be addressed as well as suggestions on
how to resolve these issues. Wherever possible you will be
provided sample policies and/or documents which can assist
you in addressing the issues.
Human Resource Assessment
Objective - To
deliver an analysis of the strengths and weaknesses of the human
resource function within the organization. The assessment can
include:
- a review of personnel files and an outline for improvements
- recommended job description formats
- review of forms for new employees
- creation of a performance review process for ministerial
and support staff positions
Financial Operations Manual
Objective - To
assist you in creating a customized Financial Operations Manual.
The manual is comprised of about 25 – 30 chapters, with
each chapter addressing a pertinent area of your financial system.
The manual can help your organization be better prepared in the
event of an accounting staff departure and can facilitate the
training of accounting / financial staff, but most importantly,
it is a constant reference tool for your organization on specific
issues that affect your organization’s financial activity.
Fund Development
The services provided can include:
- Direct mail campaigns
- Annual giving campaigns
- Special events
- Major gifts campaign
- Case statement development
- Donor Recognition program development
Strategic Planning
Objective - To facilitate the overall strategic
planning process (including strategic planning retreats), as
well as develop the strategic planning document. Strategic
plans may be developed for an overall organization or the organization’s
fund-raising efforts.
Marketing Communications
The services provided
can include:
- Theme and copy development
- Annual reports
- Newsletters
- Brochures
- Website copy
- Coordination of publication and distribution
- Donor and marketing survey development
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