Services

Form 990 Preparation

What's included:

• Accurate and timely Form 990 or 990-EZ filing

• Basic financial review

• Review with leadership before submission
  
  
  
  
  
  
   

Custom Board Reporting & Dashboards

Includes:

• Monthly or quarterly visual dashboard

• Narrative memos summarizing financial health

• KPI development: membership trends, event ROI, cash flow projections

Outsourced CFO Services

What's included (tiered):

• Monthly or quarterly financial reporting

• Board-ready financial packets (P&L, Balance Sheet, Budget vs Actual)

• Financial review meetings with leadership

• Budget creation and forecasting

• Attendance at finance committee

• Audit support

• Strategic cash flow planning
   

Chamber Accreditation Readiness

Includes:

• Financial readiness checklist

• Internal controls audit

• Compilation of required financials

• 1:1 support during accreditation application

Internal Controls & Workflow Consulting

What's included:

• Review of accounts payable, receivable, payroll, and approval systems

• Recommendations for secure, modern workflows

• Policy templates (reimbursement, segregation of duties, etc.)

Optional Add-ons:

• Setup of software (e.g., QuickBooks, Bill.com)

• Staff training