Money is the lifeblood of any business or non-profit organization. Good financial management is crucial to developing and implementing your strategic plan. Directis has expertise in financial management in both small businesses and non-profit organizations. We can help you with:
- Budgeting – connecting your mission-driven activities with the money required to do them
- Internal controls – helping an organization set up appropriate controls as they grow to protect assets
- Quickbooks – getting the most out of your Quickbooks software
- Financial reporting to funders during/after grant or contract completion (for non-profit organizations)
- Preparing for an audit (for non-profit organizations)
- Setting up your chart of accounts or financial systems to enable you to use good financial data in decision-making
Any of these services can be delivered to both small business or non-profit organizations unless noted above.
We have two models of delivery for financial management consulting, led by Linda-Mary Bluma (Certified General Accountant, Certified Internal Auditor):
A business or non-profit organization that is facing challenges in their financial management can request a consultation that consists of an initial telephone call (30 minutes) for us to get an idea of your issues, then a 90 minute consultation in person. You can also email us questions or descriptions of what’s going on prior to the in-person consultation. From the phone call we’ll have a good idea of some of the questions we need to ask in more depth during the consultation, and some ideas that we can give to the organization for improving whatever problems they’re facing. In between the telephone call and the meeting, we’ll spend about an hour preparing gathering resources and preparing recommendations. The cost for expert consultations is $225 plus HST.
Short-term Financial Management Consulting
If a business or non-profit organization has a short-term need for some financial expertise (NOT hiring us as a bookkeeper, but perhaps to support an ED to do a big grant proposal or to help an entrepreneur develop a better financial reporting approach), you can hire a Directis consultant for a project. We will define the scope of the work, create a consulting agreement, then deliver the work over a period of four to six weeks. This is intended as a short-term problem-solving relationship, not an ongoing accounting or bookkeeping relationship.