Services
Financial Management and Compliance
Financial Management and Compliance
Financial Management and Compliance
- Bookkeeping
- Preparation of annual financial statements
- Grant acquittal reporting and compliance
- Budget preparation and monitoring
- Cash flow forecasting and management
- Development of accounting policies and procedures
- Chart of accounts design and maintenance
- GST advice and compliance
- ACNC complianceneeds.
ESG & Impact Reporting
Financial Management and Compliance
Financial Management and Compliance
- Sustainability Report Preparation
- ESG Materiality Assessments
- Impact Measurement
- Strategic Advisory
Virtual CFO
Financial Management and Compliance
NFP Start Up
- Strategic financial planning and analysis
- Budgeting and forecasting to support organizational goals
- Performance reporting and key performance indicator (KPI) development
- Cash flow management and optimization strategies
- Financial risk assessment and mitigation
- Board reporting and presentations
- Grant financial management and reporting
- Development of financial policies and procedures
- Liaison with banks, investors, and other financial stakeholders
- Providing financial insights and recommendations to leadership
NFP Start Up
Training and education
NFP Start Up
- Developing a tailored chart of accounts for NFP operations
- Assisting with the establishment of accounting systems and software
- Setting up processes for recording donations, Fundraising & grants
- Guidance on NFP-specific compliance requirements
- Developing initial budgets and financial projections
- Assistance with incorporation and ABN/ACN application (financial aspects)
- Training initial staff on basic financial procedures
- Establishing internal controls
- Advising on governance and financial oversight structures
- Support with initial grant applications (financial information)
Consulting
Training and education
Training and education
- Financial health checks and diagnostics
- Developing strategies for financial sustainability
- Improving budgeting and forecasting processes
- Grant management process review and improvement
- Developing and implementing internal controls
- Risk management framework development (financial aspects)
- Review and optimization of accounting software and systems
- Advice on fundraising strategies and financial implications
- Developing financial reporting for specific stakeholders
Training and education
Training and education
Training and education
- Workshops on NFP financial management for board members
- Training for finance staff on specific accounting software
- Education sessions on grant accounting and reporting requirements
- Developing customized training materials for your organization
- Sessions on budgeting and financial statement interpretation for non-financial managers
- Training on internal controls and fraud prevention
- Workshops on cash flow management for NFPs
- Education on relevant tax regulations for NFPs
- Training on payroll processes and compliance
- Ongoing support and resources for financial literacy within your organization