FINANCIAL Services
TRANSFORMING RESOURCES
Ola Saad, Friends In Deed
Nonprofits that have a clear picture of where the money is, where it’s going and where it’s needed are better able to focus on what matters most.
NEW works alongside organizations to build financial resilience, whether that means support for starting up, guidance through a tough transition or a smarter way to manage donations and payroll.
We had a few phases to go through before becoming a full-time store, and NEW was awesome in getting us to that place. Relying on their bookkeeping lets us focus our volunteer time on what we know: marketing, promotion and getting more farmers to sell in our store.
Linda Davis, Acorn Farmers’ Market and Café
SERVICES
STRATEGIC FINANCIAL CONSULTING
NEW’s financial consultants specialize in the dynamic needs of evolving nonprofits. With your mission in mind, we help your team develop a solid financial plan for achieving it.
Our services include:
- Assessing your nonprofit’s financial position
- Training your staff and board members in good financial practices
- Helping you establish annual budgeting processes
- Designing and updating cash flow projections
- Creating or updating existing financial policies
- Revising and updating your financial procedures
BOOKKEEPING SERVICES
NEW’s cost-effective services help nonprofits organize information, simplify and track financial transactions, and improve transparency.
Our services include:
- Transaction entry, categorization, and statement reconciliations
- Invoicing & receivables; bills & payables
- Organizational & grant budgeting; grant reporting
- Preparation & interpretation of financial reports
- Support with financial audit/review
- Guidance in best practices for documentation, fundraising events, sales, and tax filings
A FEW OF OUR CLIENTS – Past & Present
