Our focus is on helping small to medium sized non-profit organizations to maximize their potential under scarce resources constraints. We are not auditors, but facilitators of critical knowledge that can help you. Here are some of the services that we can assist your organization with:

• Seminars - lunch and learn, on-site, or virtual. Seminars can be organized based on your needs and may include sessions on preparing and reading financial statements, budgeting concepts, and overall financial literacy. These seminars could be for all staff, senior staff, or Board members
• Reports and Recommendations - with our experience, we can come to your organization and examine your current processes and controls. Through discussions with your staff and an examination of your reporting requirements, we can prepare recommendations for you that can assist in increasing efficiencies and improving overall controls
• Assistance with Board reporting - Dashboards, visuals, AI are all areas of increased focus for Board members yet organizations struggle to provide their Board with the information they want. We can assist in sitting down with the Board and gathering their reporting needs, providing the organization with better information on Board requirements
• Policy writing and updating - many organizations either do not have critical policies in place or have policies that are outdated. These policies range from cheque signing to procurement to confidentiality and are all important aspects for the organization. We can assist in creating and/or updating your policies to reflect the needs of your organization today
• Special reporting or assistance - many organizations have questions but no time to do the research. We have extensive research experience that can be utilized to help you with your current issues