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  • 5 Missed Steps in the Nonprofit Procurement Process: See How We Assisted One of Our Clients

    5 Missed Steps in the Nonprofit Procurement Process: See How We Assisted One of Our Clients

    A nonprofit client downsized their procurement department. This resulted in changes to workflow, staff roles and responsibilities. I was retained to review and evaluate their procurement processes to ensure that there were proper internal controls, efficient workflow and best practices in place. I began my assignment by meeting with the procurement team. I reviewed and…

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

    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…

  • Be Proactive Not Reactive: Preparing Your Nonprofit for Post Covid-19

    Be Proactive Not Reactive: Preparing Your Nonprofit for Post Covid-19

    Is your nonprofit’s finance department prepared to face the challenges of a post-Covid-19 world? Here are some of those challenges: Do not wait until a problem arises…It may be too late! Some questions your finance department should consider and actions they should undertake: ​ Did your operating processes change due to a downsized workforce? Review…