A written findings report your board can act on.
Comprehensive evaluation of the people, processes, and systems your nonprofit uses to produce financial reports and safeguard assets. Ends in a written findings report with prioritized, sequenced recommendations.
Objective, sequenced, and short enough to read on the plane.
We interview the finance team, walk the workflows, sample the transactions, and audit the ERP configuration. What you get back is a plainly written findings document your board's finance committee can debate, prioritize, and fund. No hundred-page slide deck, no cryptic scoring rubric.
At the Philadelphia Zoo, our comprehensive accounting assessment improved financial literacy for the executive team during a leadership transition, and the NetSuite optimization that followed enhanced reporting significantly.
What the findings report contains.
System modifications
Configuration changes to the ERP, sequenced by impact.
Data cleanup
The specific messes worth cleaning, and the ones to leave.
GAAP alignment
Adjustments so the audit trail matches nonprofit accounting standards.
Cash and financial management
Improvements to cash flow, forecasting, and financial management.
Performance metrics
The KPIs the executive team should watch, defined and explained.
Workflow automation
Specific automation opportunities identified with hours saved estimated.
Related services.
Accounting System Optimization
Hands-on ERP optimization once the findings are prioritized.
See OptimizationSix named nonprofit leaders on the work.
Each proposal is paired with the specific engagement outcome it followed, so you can see the shape of the work, not just the sentiment.
Marjorie's calm confidence and friendly demeanor provided us with stability during our transition.
Seamless interim Director of Accounting coverage during permanent recruitment. Month-end closes continued without a missed cycle.
Their expertise, efficiency, and calm command of the work immediately gave our staff and board confidence.
Crisis-period finance leadership through complex audit preparation. Day-to-day operations covered without disruption.
Their optimization of our NetSuite environment has significantly enhanced our reporting capabilities.
NetSuite reconfiguration and executive-team financial literacy uplift during a leadership transition.
One Abacus' outside viewpoint and collaboration allowed us to create a more effective budgeting system.
New budgeting system and cash-forecasting cadence delivered and adopted by the finance team.
They quickly mobilized a talented group of professionals who handled everything with expertise and ease.
Day-to-day accounting and audit preparation carried through a critical grants-heavy period.
Their expertise was instrumental as we rebuilt our financial operations from the ground up.
Financial-operations reconstruction alongside an organizational restructuring.