• Absolutely! I have regular monthly clients, but I also have time on my monthly schedule for one-time, special projects like this one that I did recently for a client who needed it done within a few weeks time.

  • Yes, I can – and I did!

  • Not always easy and sometimes time consuming, but also important to do well. I have a grants spreadsheet that organizes this information.

  • One word – organization! Let’s talk more!

  • This is critical for funders to consider funding your organization year after year.

  • I help organizations with this ALL.THE.TIME.

  • Often times a thoughtful Strategic Plan is not always connected to how much the goal will actually cost. Part of the budget process includes considering costs related to the organization’s goals or strategic plan.

  • In many ways, but in particular for cash flow purposes and to assure you are meeting your goals and staying connected to the mission & vision.

  • A visual representation of your finances! It depends on what you want to analyze or track. I meet with leadership to help determine the details reported on the dashboard and how often you want to report on those metrics.

  • Allocating salaries via dollars by grant or fund is critical since personnel is typically the highest expense line for any organization’s budget. I help clients with this all the time – it’s a challenging, puzzle that I help clients solve.

  • If you have regular monthly budget to actual and cash flow reports, this is typically easy to answer at any given time. I provide these templates and reports to my clients on a monthly basis.

  • Audits always get a bad rap! If the finance files are organized throughout the year, an audit or financial statement compilation can be pretty straightforward and not time consuming. Here is a wonderful testimonial from an auditor that I worked with for an organization that had a $2.5mil budget: “Maureen has a strong financial background as well as a strong operational background. She strove to improve systems and documentation in the organization and sought to ensure any changes to internal controls would not jeopardize the financial integrity of the organization. I believe Maureen would be an asset to any organization in the role of audit support/liaison with the auditor.”

  • The Board members have a fiduciary responsibility for the organization and it is important that they understand the financial reports that they are approving. I can help with this in a variety of ways by meeting with the Executive Director and/or Board members.