Schedule Consultation

Organizations typically schedule consultations when board members ask questions executive leadership cannot confidently answer.

When Decision-Makers Reach Out

Board members ask pointed questions about financial controls that executive leadership cannot confidently answer.

Controllers resign and you discover critical systems exist only in their institutional knowledge.

Independent auditors issue management letters citing material weaknesses requiring remediation.

Federal program officers schedule monitoring visits or desk reviews following compliance concerns.

Foundation program officers require financial documentation your current systems cannot produce.

Columbia, South Carolina

Serving organizations across AK, AL, AZ, CA, CO, FL, GA, HI, KS, KY, MI, NC, NJ, NY, OH, RI, SC, TN, TX, and WI.

Initial Consultation Examines

01 — Engagement Scope

What level of support do you need? Hands-on implementation? Advisory guidance? Full fractional CFO?

02 — Current Capabilities and Gaps

What does your finance function do well? Where are the known deficiencies? What critical knowledge exists only in someone's head? What manual processes consume your team's time?

03 — Remediation Timeline

What deadlines are you facing? Audit management letter response? Funder corrective action plan? Board-directed timeline?

04 — Specific Compliance Requirements

What regulatory framework governs your organization? 2 CFR Part 200? State-specific requirements? GASB?

05 — Your Concerns

What does success look like for your organization? What keeps you up at night? This is your space to share anything else we should know.