Services

SERVICES

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Key Services to Offer:

Comprehensive financial assessments (profitability, liquidity, solvency).
Financial strategy planning (short and long-term goals).
Performance benchmarking against industry standards.
Operational efficiency recommendations.

Cash Flow Management and Budgeting Solutions (Recurring Revenue)

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Key Services to Offer:

Monthly or quarterly cash flow forecasting.
Expense management and optimization strategies.
Budget planning and scenario analysis.
Implementation of cash flow tracking tools.

Grant and Fund Management for Nonprofits (Niche and High Profit Potential)

Financial Health Assessments & Strategy Development (High Demand, High Profitability)

Grant and Fund Management for Nonprofits (Niche and High Profit Potential)

Key Services to Offer:

Grant budget planning and allocation.
Compliance tracking and reporting for funders.
Restricted vs. unrestricted fund management.
Automated grant tracking system implementation.

Outsourced CFO Services (Premium, High Retainer Value)

Technology Integration for Financial Automation (Scalable & High Growth)

Grant and Fund Management for Nonprofits (Niche and High Profit Potential)

Key Services to Offer:

High-level financial planning and forecasting.
Investment and growth strategy consulting.
Financial risk management and compliance.
Board presentation and stakeholder reporting.

Financial Reporting and Compliance (Essential and Recurring Revenue)

Technology Integration for Financial Automation (Scalable & High Growth)

Technology Integration for Financial Automation (Scalable & High Growth)

Key Services to Offer:

Preparation of monthly/quarterly financial statements.
IRS Form 990 and donor compliance reporting.
Custom financial reporting dashboards.
Audit preparation and internal control checks.

Technology Integration for Financial Automation (Scalable & High Growth)

Technology Integration for Financial Automation (Scalable & High Growth)

Technology Integration for Financial Automation (Scalable & High Growth)

Key Services to Offer:

Implementation of financial software (QuickBooks, Sage Intacct, Blackbaud).
Process automation for budgeting, reporting, and payroll.
Training and support on financial technology solutions.
Custom financial dashboards for data visualization.