Advisory Services

System & File Organization Audits

• Review of current file management and documentation systems

• Recommendations for folder structure, naming conventions, and access controls

• Support migrating to cloud storage (Google Drive, Dropbox, SharePoint, etc.)

• Guidance on shared drives and team collaboration tools
   

Budget Planning & Custom Templates

• Development of annual operating budgets

• Grant and program-specific budget templates

• Multi-funder and multi-program budget tracking

• Customized Excel or Google Sheets tools with built-in formulas and visuals

• Budget narrative support for proposals or board review
   

Document & Workbook Creation

• Suummary sheets for directors or leadership

• Cash flow and revenue tracking tools

• Custom financial dashboards and visuals

• Internal tools for monthly reporting, payroll tracking, or reconciliation
   

Process Mapping & SOP Development

• Visual mapping of admin and finance workflows

• Step-by-step process documentation (who does what, when, and how)

• Streamlining financial approvals, grant reporting, payroll, and more

• Improve internal consistency, training, onboarding, and audit-readiness