Education and Training programs:

Education and training programs are customized to fit your specific needs.  Programs include:

• Finance 101
• Finance for the Non-Financial Manager
• Understanding Your Organization's Financial Statements
• Association Management magazine - January 2005 issue - Board Primer - "Understanding Your Association's Finances"
• Reserves and Investments
• Budgeting
• Implementing Transparency and Accountability in Your Organization
• Training for staff on accounting software

Standards for Excellence Certification Program - offered by the Pennsylvania Association of Nonprofit Organizations (PANO)

• Certified Consultant for the Standards for Excellence program

Management Services - Financial/Business Operations:

• Evaluation of financial operations to determine operating strengths and weaknesses
• Selection and implementation of accounting and financial software systems
• Implementation of organization-wide budgeting processes and procedures
• Development of reports, graphs and charts to display and report financial activity
• Development of policy and procedures manuals

Development of Accounting Systems:

• Development of chart of accounts to track income and expenses by programs, activities, or grants
• Preparation and analysis of financial statements
• Preparation and analysis of annual budgets
• Preparation and analysis of cash flow projections
• Development of accounting procedures
• Evaluation and implementation of internal controls

Management/Financial Staffing:

• Provide senior level staffing/Chief Financial Officer support on a temporary basis (frequently while a job search is being conducted by the organization)
• Provide year-end audit assistance

Microsoft Great Plains Dynamics accounting software:

• Implementation of the General Ledger, Accounts Payable and Bank Reconciliation modules
• Customized training provided in your office
• Design customized financial statements using FRx software or Excel