An independent look before the audit, the funder, or the next chapter.
For executive directors, CFOs, treasurers, and board finance committees who need to know the numbers hold up — and want a clear, defensible picture they can stand behind.
Reviews built around what your board and funders actually ask
Pick the full assessment or focus on the area that matters most right now. Each service can stand alone or combine into a complete picture.
Pre-audit readiness reviews
We walk through what an auditor will examine before they arrive, so you walk in prepared, organized, and confident — not surprised.
Financial health assessments
A clear picture of reserves, cash flow, restricted vs. unrestricted funds, and sustainability — in language a board can act on.
Internal controls & segregation of duties
Practical controls that fit a small staff. We map where duties overlap and recommend separations that protect the organization and the people in it.
Grant compliance & restricted fund tracking
Confirm grant funds are tracked, spent, and reported the way your funders expect — so renewals and reimbursements go smoothly.
Board-level financial reporting support
Reports and dashboards that give finance committees and boards the full picture without requiring them to read a ledger.
Leadership transition reviews
An independent look at the books during an ED, CFO, or treasurer change — so the incoming leader and the board start from a known, solid place.
The moments an independent review pays for itself
Before an annual audit or funder review
Ahead of a grant renewal or new application
During a leadership or CFO transition
When a board finance committee wants reassurance
When the numbers feel off and no one can say why
Before a major decision — merger, expansion, or new program
Frequently asked questions
Still have questions? Let's talk it through — no obligation.
Schedule a consultationLet's make sure your numbers hold up before someone asks.
Schedule a confidential consultation to talk through your audit, your grant, or that feeling something's off.