Leveraging our 17+ years of expertise to support non-profits and community organizations through complimentary professional services.
As part of our corporate responsibility initiatives, we dedicate a portion of our professional resources to providing complimentary accounting and technology services to qualifying non-profit organizations and community groups. We believe that sharing our 17+ years of expertise can help amplify the impact of organizations doing important work in our communities.
Complimentary professional services tailored to non-profit needs
Chart of accounts, fund accounting systems, and compliance frameworks
Donor reporting, grant compliance statements, and financial dashboard setup
Preparing financial statements and documentation for annual audits
Fraud risk assessment and internal control system implementation
QuickBooks Non-Profit, Sage Intacct, or other accounting systems setup
CRM setup for donor tracking, communications, and reporting
Financial data protection and security system evaluation
Custom reporting dashboards for board and donor presentations
How our complimentary services have helped organizations achieve their missions
Provided complete accounting system setup and QuickBooks implementation, enabling the foundation to track multiple grant funds separately and improve financial reporting to donors. Resulted in 30% increase in grant approval rates.
Implemented fraud risk assessment and internal control systems to protect donor funds. Developed automated financial reporting dashboards that reduced monthly reporting time by 15 hours and improved transparency with stakeholders.
Developed custom donor management system and financial dashboard that integrated with their existing fundraising platform. The solution automated donor receipts and impact reporting, increasing donor retention by 25%.
Provided comprehensive audit preparation support and developed grant compliance tracking systems. Our internal control recommendations helped secure additional government funding of $250,000 for program expansion.
"With 17+ years of experience serving both public and private institutions, I've seen how access to professional accounting and technology services can transform organizations. Our pro bono program allows us to extend our expertise to those doing important community work but lacking the resources for professional support. It's our way of ensuring that financial management challenges don't prevent worthy causes from achieving their missions."
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