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Financial Management Services
 

We can help in all areas of financial issues targeting for- and non-profit businesses including facilitating staff or board discussion of financial goals or provide a more comprehensive approach by designing & establishing a plan for implementing the strategic goals for your organization.  For a summary & more information on our entire spectrum of qualifications & capabilities, click here.

Key Benefits Capabilities Services
Financial Management Planning
Implementation Planning & Support

Key Benefits

  • We can facilitate to help you to write a new financial management plan or tailor an existing financial management plan to take your organization to the next level Back

Capabilities

Capability 1
We can help you establish financial management plan
Capability 2
We can take your financial management plans & develop an implementation plan & support your efforts  Back
 

Services

Financial Management Planning

  • We have extensive experience in both facilitating, with staff & volunteers, & writing financial management plans to meet the needs of the organization.  Generally, financial management  planning efforts should be tied to an organization's strategic plans so that the financial management efforts make sense with the organization's mission & goals, both short and long term.  Back

Implementation Planning & Support

  • Sometimes financial management gets "managed by the seat of the pants" and plans are sometimes put on the shelf next to the strategic plan with no clear operational budget & implementation plan.  Our consultants have have extensive experience taking both simplex & complex plans and facilitating the implementation of these plans using project management techniques.  We specialize in facilitating & teaching organizations to work with teams to implement the planning efforts, bringing everyone to the table.  We also have the computer skill set to complete many of the projects to implement the the financial management plan including operational issues.   Back

Contact us for more information, services & fees.