Not-For-Profit Services

 
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Director of Finance Services

Manage Financial Health

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Reporting

Identify Issues and Trends

 
 

  • Provide meaningful information and direction in accounting and finance matters

  • Coach and mentor your accounting staff

  • Assist with revenue recognition and other complex accounting entries

  • Review and update accounting policies and procedures

  • Draft internal financial statements and file corporate tax returns

  • Generate year-end working papers to reduce the cost of your audit engagement

  • Prepare the annual charity return (T3010) and semi-annual GST public service bodies' rebate (GST66)

  • Develop and regularly report on your key performance indicators (KPIs)

  • Identify areas for improvement and a practical plan to carry out any desired changes

  • Generate periodic variance analysis along with a “management discussion and analysis” for board meetings

  • Train staff in using Excel and your own reporting tools

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Process Improvement

Be Efficient and effective

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Budgeting and Forecasting

Understand where you are headed

 
 

  • Review, map and update accounting processes

  • Utilize technology to enhance and streamline your processes

  • Write documentation such as policy and procedures manuals

  • Assist with monthly, quarterly and/or annual budgets

  • Generate long-term forecasts

  • Develop cash flow analysis and projections

 
 
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Systems

Get the most out of your data and technology

 
 

  • Perform in-depth data analysis and data cleansing/consolidation

  • Develop dashboards to track and report on KPIs

  • Fulfill the role of accounting subject matter expert (“SME”) for accounting system upgrades or implementations

  • Create or refine the chart of accounts

  • Produce systems documentation and training materials