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.
Federal program officers schedule monitoring visits or desk reviews following compliance concerns.
Independent auditors issue management letters citing material weaknesses requiring remediation.
Controllers resign and you discover critical systems exist only in their institutional knowledge.
Foundation program officers require financial documentation your current systems cannot produce.
info@nexusfintech.io
Columbia, South Carolina

Serving organizations across SC, NY, CA, GA, NC, NJ, OH, TN, KS, WI, AK, and RI.

Initial Consultation Examines

01

Specific Compliance Requirements

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

02

Current Capabilities and Gaps

What does your finance function do well? Where are the documented deficiencies? What institutional knowledge has been lost?

03

Remediation Timeline

What deadlines are you facing? Audit management letter response? Funder corrective action plan? Board ultimatum?

04

Engagement Scope and Structure

What level of involvement is required? Fractional ongoing? Project-based? Emergency intervention with defined endpoint?

If your organization faces straightforward financial management needs, you don't need specialized expertise. If you're uncertain whether anyone can fix your situation, that's precisely when decision-makers schedule consultations.