My holistic work is rooted in the following overlapping phases:
Discovery – I listen to your pains and dig into your systems.
Mapping – I map out gaps, risks, and solutions.
Implementation – I do the heavy lifting in partnership with your team.
Empowerment – Team takeover.
Maintenance – I care so I keep listening and provide ongoing support so you can reach cruising altitude.
Solutions are unique to every team within an organization so here are some examples, although they are certainly not all-encompassing:
Accounting
- Chart of Accounts and Dimensions Restructure
- Custom Report Build
- Audit Readiness, Prep, and CPA Interfacing
- Non-Profit Compliance 101 Training
- New Accounting System Launch
- Bookkeeping Back Log
- Accounting Manuals
- And my favorite: Internal Controls Review
Finance
- Custom Cash Flow and Budget Reporting
- KPI Dashboard Build and Training
- Custom Program Reporting
Operations
- HR System Implementation
- Team Communications Training – where are the gaps and how do we bridge them?
- Tech Stack Fixes – so many apps and so many gaps
- Board Training – “What do all these numbers mean?” & “What exactly does a board do?
- We grew! Where is all the missing information and how come everyone seems to always be behind? What is going on and how do I fix it?