Budgeting
Build annual operating budgets with revenue and expense forecasts, functional allocations, variance tracking, and board approval plans.
The working library
Finance & Operations
Budgets, financial statements, reserves, controls, HR, and the operating backbone that makes mission delivery possible.
7 skills
Matching skills
Cost Allocation
Calculate indirect costs, assess true program costs, and design methods to allocate shared expenses across programs and grants.
Financial Controls
Strengthen financial approvals and internal controls while organizing audit preparation, auditor requests, and follow-up findings.
Financial Statements
Prepare and interpret nonprofit financial statements, explain donor restrictions, and translate results for boards and committees.
HR
Develop hiring, pay, personnel policies, employee classification, benefits, and performance reviews for resource-constrained nonprofits.
Reserves & Cash Flow
Set operating reserve policies, forecast cash flow, and plan bridge funding for seasonal or grant-payment gaps.
Vendor & Facilities
Manage vendor contracts, procurement and bidding, office leases, shared space, and facilities planning.