Holistic solutions for non-profits.
In the beginning, the books are straight-forward. A board member or the ED can do it themselves, just a few hours a month. As your non-profit grows and your programs expand, there are more transactions running through your books. You may have reached the budget threshold to need a financial review or audit, maybe your growing board is asking for regular reporting, your ED cannot hold cash flow in their head anymore. This moment in time is exciting because you are succeeding! The growth of your non-profit means you are changing the world for the better, following your vision and accomplishing your mission! Your finance and operations need to rise to the challenge too – let’s get you there – so you can focus on your mission and vision and not on the missing reports, backlog of transactions, tech stack nightmare, bookkeeping confusion, or whatever is holding your team back.
Your challenges might include:
- A breakdown in communication between your bookkeeper and your managing director.
- A backlog of transactions that no one’s sure how to record.
- A messy chart of accounts with even messier reports.
- An Executive Director who needs different reports than they are receiving.
- Lack of clarity in cash flow.
Your Finance & Operations Team might need:
- Support with infrastructure because reporting needs have grown disproportionately to the size of your staff.
- A new chart of accounts.
- Custom cash flow reports.
- Regular board reporting.
- Interfacing with your outsourced accountant or audit team.
- Training and a bookkeeping manual.
- Tech stack clarification.
SerahRose’s solutions for your non-profit may be similar to another’s but are unique to your needs because even non-profits with the same mission have different people on their team. Human-centered design for finance and operations create solutions for your team.