“An outstanding CFO … a strong capacity for positive relational leadership.” 

Joseph M. Stowell, President, Cornerstone University;
Executive Committee, Billy Graham Evangelistic Association;
past President, Moody Bible Institute of Chicago.

 


“Richard has a rare ability to clearly communicate complex financial results. As an Audit Committee chair, I particularly appreciated his candor and insightfulness in the areas of internal controls, financial risk and reporting.”

Mark D. Wilkerson, Attorney and member of the Board of Prison Fellowship Ministries
and former Board member of Innerchange Freedom Initiative.


 

“[S]ubstantial nonprofit financial expertise … well-earned status on the short A-list … encyclopedic knowledge of nonprofit accounting … long experience in the charitable and philanthropic sector, and … keen insight and instincts for prudent risk management.

“[C]ontacting Richard may just be your most important contact all year.”

 

George R. (“Chip”) Grange II, Director, GAMMON & GRANGE, P. C.
www.gg-law.com 


“I received the highest accolades about Richard when he came to us.  I can heartily pass on those accolades … [and] I can without reservation recommend Richard.”  

Charles W. Colson, Founder, Prison Fellowship Ministries and Colson Center.


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FINANCIAL REPORTING

We add clarity to your reports to boards, donors and staff, with incisive text and compelling graphics. We analyze your financial position and present it clearly, using cutting edge presentation software (such as SAP BusinessObjects Dashboard ®).

 

DUE DILIGENCE AND INTERNAL CONTROLS

Congress, the IRS, state agencies, the Better Business Bureau, Guidestar, Charity Navigator:  everyone is looking over your shoulder.  Nothing is as frustrating as fraud or as embarassing as a significant compliance and accounting mistake.  We can do everything from an initial examination of internal controls, policies and procedures to a full forensic audit. 

 

COST CONTROL AND OPERATIONAL ANALYSIS

Cost control, cash flow and operational effectiveness have never been more important.  When all the easy decisions have already been made, we can help you find answers to the challenging ones.

 

CFO SERVICES (Interim/Part-Time)

When your finance staff need additional support to meet an important challenge, we provide leadership on a temporary or long-term basis.  With over 30 years of experience at major nonprofit organizations and for-profit subsidiaries, we have the background to give practical guidance during stressful times.  We have a solid track record of building strong, successful customer-focused teams. 

 

BOARD REPORTING

Board members are among an organization's greatest assets; yet, their main interaction with your organization may be only a few days per year (and those detailed reports you overnighted weeks ago may be opened only on the plane on the way to the board meeting).  

It is important to maximize the effectiveness of your time with the board by presenting clear, relevant information in a way that highlights your most important points and anticipates questions.  Clear, concise and compelling reporting enables you to hit the mark for a successful board meeting.  

 

ANNUAL BUDGETING AND STRATEGIC PLANNING

Strategic planning, operating and capital budgeting and cash requirements planning should be more than just an annual exercise.  We help you link planning to what the organization actually does each day.  And we make it possible to stay on top of performance-to-plan as you move through the year (even when the plan changes).