Are Your Nonprofit’s Financial Statements Timely? See How We Helped Our Clients

Here is one example of how Roberta Katz Consulting can assist your nonprofit organization.

When I was working in senior financial management positions at several nonprofit organizations, one of our major challenges was generating accurate monthly financial statements in a timely manner.

To meet these challenges, I successfully implemented a formal process and a tracking system to help to ensure that we met the deadlines established for completing and distributing the financial statements each month.

Driving change in an organization was difficult and took time to be successful. It required proper oversight and enforcement of the new process. However, the benefit was significant. The finance department began generating accurate and timely financial statements that were used by senior management and the Board of Directors to make critical decisions for the organization.

You are invited to schedule a complimentary consultation to discuss how we can help your organization implement a formal month-end closing process and tracking system.