Perform research on topics as identified by client and make recommendation to client given the facts of the case. Prior research topics have included form 1099 reporting, supplemental wages, corporate sponsorship, unrelated business income and more.

Provide detailed analysis of account activity and research variances and/or discrepancies in balances and individual transactions.

Interview finance staff for hire on behalf of client and provide training and interim supervision.

Evaluate cash position and research short term investments.

Assist client in preparing organization and grant proposal budgets.

Assist clients in establishing procedures to monitor grant application, compliance, reporting, and preparation for monitoring visits.

Assist client in preparing for year-end audit through coordination of audit process; preparation of year-end audit schedules requested by independent audit firm; and assist in management letter comment implementation.

Review work performed by finance/accounting department staff, train personnel, coordinate monthly general ledger closing process, oversee preparation of monthly financial statements, implement internal control procedures, and perform various other tasks as requested by client and/or identified by firm involvement.

Review and evaluate various general ledger, fixed asset, donor, and human resource management software and make recommendation to management, then coordinate implementation.

Lead process of procuring bids, reviewing proposals, arranging interviews, consulting references and assisting audit and finance committee in selecting an audit firm.

Assist in drafting controls, policies, and procedures for finance department and coordinating the implementation process.

Assist client in closing year end and preparing necessary information for preparation of form 990 tax return.

Provide training on usage of QuickBooks accounting software.

Provide education and explanation to bookkeeping and management staff on accounting concepts necessary to properly perform their accounting responsibilities.

Perform assessment of accounting/finance department operations and provide assessment report with recommendations for improvement.

Workshop is designed to address the needs of today's "Superwoman"; the one who tries to be all things to all people while sacrificing her true self. The workshop will address 'perfectionism'; stress; physical, psychological, and interpersonal symptoms of the syndrome; as well as prioritizing, taking control, and changing behavior.

Workshop is designed to increase participants' self awareness, change behavior which leads to negative self esteem, and provide solutions to overcome obstacles.

Workshop is designed to identify causes, signs, and effects of stress, and provide practical tools and techniques for managing it.

Workshop is designed to identify the characteristics of an effective leader, compare and contrast the styles of leadership, identify the current leadership style of the participants, and address the importance of time management, attitude, delegation, and effective teams as they relate to becoming an effective leader.

Workshop teaches a money management system to help stretch employees' paychecks, reduce debts, ease family conflicts related to finances, and find more money to save and/or invest.

Workshop combines several courses into one, to address six key areas of a woman's life--balancing skills, aging parents, family life, organizing her life, managing money, and maintaining a healthy lifestyle. Course is ideal for women transitioning from shelters, single moms, baby boomers raising children while caring for aging parents, divorcees starting over, and others.

Workshop is designed to define assertiveness, compare and contrast assertiveness with aggressiveness, and discuss the importance of assertive behavior in the role of positive mental health.

Seminar is designed to teach participants how to organize important documents and begin to protect their family and their assets.

Seminar is designed to educate participants on the various components of customer service. Seminar will teach participants the realities of their behavior and that of the customer and will show how these behaviors play into the ultimate satisfaction of the customer.

Seminar is designed to teach the participant how to conduct a successful presentation before an audience. Focus is placed on preparation for the presentation, preparation of the speaker, and keys to creating the presentation.

Course helps participants identify how they spend their time and provides several tips to assist in managing the time more effectively. Course also looks at life goals and priorities and walks participants through completing a life mission statement.

Workshop helps participants understand the components of dealing with difficult people, helps them to understand their responses, reactions, roles, and responsibilities when dealing with difficult people. Several tips are also provided for these kinds of interactions.

Seminar outlines the impact of the Act on Nonprofit organizations and best practices.

Seminar instructs participants on best practices for managing the grant process including application, service delivery, reporting, and compliance.

Seminar instructs participants on how to prepare an organization budget and individual grant budgets.

Seminar teaches participants how to understand the accounting cycle that leads to generating financial statements of an organization, and then explains how to read and interpret a set of nonprofit financial statements.

Workshop is designed to teach participants how to effectively create and manage a board of directors of a nonprofit organization. Participants will be introduced to the various roles and responsibilities, as well as suggestions for implementation and assessment. Topics cover determining mission and purpose, selecting a CEO, administering proper financial oversight, recruiting and orienting board members, and more.

Workshop is designed to introduce participants to the financial operations of a nonprofit organization including nonprofit accounting, taxation, and internal controls.

Workshop is designed to describe the purpose of an audit, the process of selecting a CPA firm to perform the audit, preparing the financial records for an audit, other options to having an audit, and various other considerations and aspects of an audit.

Workshop is designed to describe the importance of developing a plan for allocating costs, to define direct costs and indirect costs, to learn the rules promulgated by OMB A-122, "Cost Principles for Nonprofit Organizations", and to take away suggestions for implementing and/or improving the organizations current allocation system.

Workshop is designed to educate the participants on what the internal control environment is, why it is critical to the integrity of the organization, and how to implement a control system within the organization.

Lead process of procuring bids, reviewing proposals, arranging interviews, consulting references and assisting audit and finance committee in selecting an audit firm.

Assist in drafting controls, policies, and procedures for finance department and coordinating the implementation process.

Provide training on usage of QuickBooks accounting software.

Provide education and explanation to bookkeeping and management staff on accounting concepts necessary to properly perform their accounting responsibilities.