Consulting Services

Specialized accounting and compliance for organizations with $300k – $2M in revenue.

Audit Readiness & Grant Compliance

Pre-Audit "Red Flag" Assessment: We review your files with an auditor’s eye before the real audit begins, identifying risks and fixing them.

SEFA Schedule Preparation: We build your Schedule of Expenditures of Federal Awards to ensure accuracy and compliance with Uniform Guidance.

Internal Control Design: We draft the procurement, cash management, and time-tracking policies that federal grantors demand.

Financial Systems Consulting

Chart of Accounts Architecture: Rebuilding your data structure to automatically track Program vs. Management expenses.

Grant Tracking Setup: Configuring QuickBooks Online to manage restricted funds and grant periods.

"Cleanup" & Reconstruction: Rebuilding historical financial data from bank statements and contracts to prepare for tax filings.

CFO Advisory

Monthly Financial Monitoring: Executive-level review of your numbers to catch issues early.

Board Presentations: Translating complex financial data into clear insights for your Board (in English or Spanish).

Budgeting for Grants: helping you build "full cost recovery" budgets for your grant applications.