Not for Profit & Associations

Not-for-Profit & Associations

As a nonprofit CFO, you are the keeper of financial and performance data. You need to be able to use that information to provide rapid answers to many stakeholders, from the CEO and board to donors and funders. 

Mission Driven Financial Decision Making

As a Nonprofit executive, you must leverage every insight to better support your organization’s mission in the current environment. Better visibility into both financial and operational metrics, so your organization can make better decisions about programs, fundraising, staffing, and more.

Nonprofits need timely, insightful financial reporting to make data-driven decisions. It is important to have reports, dashboards, and visualizations ready in real-time, allowing finance teams to look forward and plan based on accurate data.

Not-For-Profit Elements That Matter

Reputation 

Funding

Accountability

Transparency 

Elevate Your StoryTogether we can define the metrics that best support impact and stewardship and measure them. To build them into your story.

Demonstrate Impact Through Real-Time Visibility

Highlight them, strengthen them, and share them. Underline performance measurement and transparency until metrics become part of your organization’s culture

Nurture Your Donor Base

It takes more transparency and better communication to earn a donor’s trust. Share your vision through storytelling.

Communicate Through Data

Staying connected to your donors and communicating your impact can help ensure your organization remains top of mind when those individuals or organizations budget for their charitable contributions.

Transparency Matters, Strengthen Your Story

Nonprofits must invest more time and effort into relationships with key donors. Charities should create
specific, measurable objectives around key donor engagement to ensure they remain in the top three
philanthropic priorities of their donors.

Type of Organization

501c3 
501c6
International NGO organizations
Educational organizations
Community improvement
Membership and mutual benefit organizations
Humanities organizations
Faith-based organizations
Private foundations

Optimize

Solve reporting issues
Scale for growth
Gain efficiency
Improve financial sustainability

Finance & Accounting

Fund accounting
Revenue recognition for NFPs
Grant tracking & billing
Spend management
Project accounting
Donor tracking
Board and stakeholder reports
990 preparation 

Financial Management

Accounting information system implementation
Policies & procedures
Financial infrastructure
Technology implementation
Budget creation
Projections