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Budget and Audit Preparation Services

Have a non-profit financial professional guide your organization through these critical functions

Can your accounting team and leadership afford to stop what they’re doing each year and give up the time necessary to prepare an effective budget or correctly prepare for an audit, especially given the new audit standards each year?

Why maintain the cost of a full staff to handle these functions for a couple months a year? Now there is a way to get through cyclical budget and audit processes without the stress of falling behind in day-to-day finance and accounting tasks. We can help your non-profit organization through the essential functions of budget and audit preparation.

Budget Process Management
We can come into your organization and build the budget model, facilitate budget discussions and prepare important budget analysis. Do you know which of your programs are cost effective? Are they all maximizing their restricted funds? We have a web-based budgeting tool that easily provides scenarios and comparative options for your organization.

Our service also gives you ongoing flexibility for forecasting and reporting throughout the year. We educate your leadership throughout the process, allowing them to be accountable to this budget in the future.

Audit Preparation
We are experienced in helping our clients through audit preparation, from the initial pre-audit meetings through and including exit interviews. We can assist in gathering all information that the auditors require and prepare year-end entries and reconciliations. This can save your organization from being billed high hourly rates from your audit firm.

We are up-to-date on accounting standards and audit requirements that can change from year-to-year. We also know what funders look for in a final audit document including the importance of the footnotes.

Our staff operates as your staff in a customized solution that meets your organization’s needs. Our experienced non-profit finance and accounting professionals can come into your organization and assist either or both of these critical aspects of non-profit administration.

You will have access to high-level support that you otherwise might not be able to afford or recruit on staff. Our clients look to us as a valued resource for advice, ideas and solutions. We can help your organization be more effective.

We’re a national leader in providing outsourced accounting services. We have the experience, technical knowledge and systems to serve your organization.

Client Testimonial
“In May, we contracted with FPO Solutions and handed them a seriously flawed accounting system. A month and a half later, they had us ready to present a credible budget to our board. One year later, the budgeting process is far easier than it has been. It is the basis for better planning and control than we've ever had and provides a great deal of comfort for those of us who live with the numbers.”
-Del Bloem, Youth Guidance Chairman, Board of Directors

     
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