4 Hours of CFO Services

There’s a reason your numbers aren’t quite right...but what is it? Your staff? Technology? Processes?

Or maybe a combination of all three? John Gillespie, Nonprofit and Social Enterprise Practice Leader/Charles River CFO, knows where to look to uncover accounting trouble spots. With a Financial & Accounting Assessment, you get a thorough, objective, third-party review that tells you exactly what’s going on with your numbers, plus detailed, actionable recommendations to get you back on track.

The solution begins with pinpointing the source of your financial challenges. The decisions you make every day are based on the assumption that your numbers are right.

Yet, there are literally dozens of areas where mistakes or flawed projections can lead to a ripple-effect of problems. Charles River CFO, Inc. evaluates each of those areas, then guides you in creating the highly functioning, proactive accounting department you need in today’s economic climate.

Our Finance & Accounting Assessment answers critical questions, such as:

• How is your financial information being recorded, reported and used to make projections and strategic plans?

• Does your staff have the time, skills and expertise to answer all of your questions and give you full control of your numbers?

• Does your team understand how policies and procedures should be applied and why?

• Do authorized signers know what to look for before they sign contracts, checks, invoices, reports and other important documents?

Your Assessment Report will be board-ready, including a set of action items to help your team:

Manage your back office operations to assure all transactions, financial statements, analysis and controls are timely and accurate, and all reports are generated and reviewed according to best practices.

Manage your cash flow, including projecting inflows and outflows, managing financing mechanisms and developing strategies to meet requirements throughout the year.

Comply with all necessary policies, starting with your own written internal policies and including funder restrictions, regulatory and oversight bodies.

Develop and continually analyze a realistic financial plan that’s fully integrated with your strategic plan and your budget.

With impartial advice on how to improve your financial operations — including policies, procedures, staffing, reporting and internal controls — you can tackle even the most challenging financial issues and take your organization to the next level of success.

Charles River CFO, Inc. helps nonprofits and social enterprises take control of their numbers so they can achieve greater financial success. Through financial assessments, interim CFO services, executive searches and outsourced accounting services, CRCFO operates as an objective, hands-on financial partner on an as-needed basis. Since 2003, our executive-level professionals have filled leadership and advisory roles for more than 175 organizations.

• Company Name : Charles River CFO