1
Operation Assessment & Improvement
Roberta conducts an operational review of a nonprofit’s finance department leading to a detailed report of her findings and recommendations for improvements.
The review includes interviewing staff members, evaluating and documenting the procedures they follow in performing their daily job functions. Roberta also provides guidance and best practices in successfully implementing her recommendations.
2
Process Optimization
Roberta uses her extensive knowledge and experience overseeing finance departments at several nonprofit organizations to advise and guide a nonprofit in implementing a more efficient workflow, streamlining processes, increasing productivity and effectively allocating personnel. As a result, your nonprofit is building a strong finance department infrastructure that supports the organization in successfully carrying out its mission.
3
Accounting Policies & Procedures
Roberta assesses your current policies and procedures and works with your nonprofit to develop new ones where necessary. She assists you in compiling your policies and procedures in an Accounting Policies and Procedures Manual. Roberta provides tips and best practices to successfully implement and enforce your nonprofit’s policies and procedures.
4
Fraud Risk Management
Roberta understands the importance of strong internal controls to safeguard your nonprofit’s assets, produce reliable financial reporting, compliance with laws and regulations and protect its reputation. Roberta reviews the operating procedures and evaluates potential fraud risks and the effectiveness of your nonprofit’s internal controls. She works with your nonprofit to develop, implement and maintain strong internal controls, policies and procedures that mitigate the risk of fraudulent activity.
5
Audit Readiness & Preparation
Preparing for your nonprofit’s annual audit should take place throughout the year to expedite audit completion, prevent unnecessary delays and reduce audit costs. Roberta guides your nonprofit in establishing a formal system to successfully manage and oversee the audit preparation process. From maintaining organizational documents to updating your nonprofit’s financial records and preparing its financial statements, Roberta will guide you with tips and best practices for a successful audit experience.
6
Technology Implementation Support
Successful Implementation of new automated systems or upgrading existing ones requires significant preparation prior to going live. Roberta provides support services in setting up in the system an efficient workflow with effective internal controls, implementing a meaningful chart of accounts and guidance in best practices for testing and ongoing administration of the system.
7
Staff Training & Development
Roberta offers interactive workshops, customized to meet the needs of your nonprofit, on topics that are essential to achieving efficient and effective financial operations. The workshops provide participants with a fundamental understanding of their areas of responsibility and teach them other related areas. Topics have included Month-End Financial Close, Fraud Risks to Nonprofit Organizations and Effectively Managing a Credit Card Program.