When a senior finance or operations position is vacant, we step in to keep the work moving: month-end and year-end, budgets, board reporting and staff supervision. We can also support a new hire through their first months in the role.

We build budget, forecasting and reporting tools that fit how your organization works, either within your financial system or as standalone files. The goal is reporting your board can follow and your staff can keep up on their own.

We help organizations prepare for year-end with organized working papers and clear processes, respond to auditor recommendations, and move between accounting frameworks, such as from not-for-profit standards to Public Sector Accounting Standards.

We work with boards and councils to build a risk management framework: the policy, a facilitated discussion of risk tolerance, and a risk register staff can maintain and report on.

We review fleet, transportation and facilities operations, and develop asset management frameworks that support long-term capital planning.

Policy and procedure development, reserve and compensation reviews, program evaluation, and other one-time projects. If your need doesn't fit a category above, contact us to talk it through.