Nonprofit Financial 360

Know where you stand before you commit to accounting and financial services

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Every nonprofit is different. The right level of financial support depends on the condition of your books, the number of grants you manage, your reporting needs, payroll, and the complexity of your financial activity. Maybe you are dealing with:

  • A temporary gap in the finance role e.g. a volunteer finance team member that is leaving.
  • Books that are behind or inaccurate.
  • Financial statements that you cannot fully trust.
  • Uncertainty around grant expense information needed for reporting.
  • Overwhelm because you are wearing all the hats and can't keep up with the books.

This is where a 360 review can give you clarity, direction and peace of mind.

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There is no risk..

  • Get your assessment report in 7 days
  1. Your payment goes towards your set up fee if mutually we agree to move forward with services.
  2. If you don't work with us, you will still have clarity on exactly what is not working within your financial system and recommendations to fix it.

WHATS INCLUDED IN THE 360 REVIEW

We will review your accounting records to determine:

  1. Whether your books are current in all respects
    • Whether transactions are categorized properly
    • Whether bank accounts and credit cards are reconciled
    • Whether financial statement opening balance tie to corresponding 990 returns filed
  2.  How your chart of accounts aligns with the 990 filing
  3. Whether your chart of accounts support grant reporting and restricted fund tracking 
  4. Whether your current financial information can support reliable budgeting and cashflow planning

Within 7 days, we will deliver a formal report  to share with your board etc. detailing:

 

  1. Which records are accurate vs inaccurate
  2. Catch-up or clean up work needed
  3. Prioritized list of next steps to address the key issues.
 

How the process works

STEP 1: Purchase your 360 review

STEP 2: Complete the intake form and provide the requested information 

STEP 3: We complete the review 

STEP 4: Attend a 1 hour call to discuss findings and recommendations

YES, I WANT IN!

 Know where you stand within 7 days

One time payment

$500

Start now
NICE TO MEET YOU

I'm Carol Boakye-Gyan

... and I can accurately guess two things about you:

1. You are probably already wearing too many hats while trying to advance your mission.

2. You would rather not worry about reconciliations, grant tracking, board reports, cash flow etc. but you still need clarity.

I know this from almost 20 years experience in accounting, auditing, including 10 years in nonprofit finance. I’ve seen how quickly financial issues can become a burden for nonprofit leaders when the books are behind, reports are unclear, or no one is looking ahead.

I also serve on the finance committee of a $10m+ nonprofit so I understand the financial questions that come up at the board level—not just how to prepare the numbers, but how to use them to make better decisions.

My goal is simple: to give nonprofit leaders accurate financials, a clear picture of what the numbers mean, and the confidence to move forward.

Work with me