At a Glance
This non-profit organization needed a financial presence on their board that could present financial reports on a monthly basis and develop a plan for growth.Challenges
This client needed a financial position on their board filled. They were using an outdated bookkeeping software, had few investments, scattered bank accounts, and no goal structure. They also needed assistance creating a vision, fundraising, and understanding their financial position.
The Solution
We put all their funds into one bank and updated their bookkeeping software. After creating reports that provided the board with a clear understanding of their financial situations, we created a goal structure. We then enabled online donations, created an investment fund, and began planning for future capital campaigns.
