Implemented Office 365 for Not-for-Profit to Collaborate and Standardize IT
Moved a small not-for-profit organization to Office 365 using a large vendor discount. Employees can now utilize email and collaboration tools and easily access and share documents at a fraction of the cost.
Assisted a Not-for-Profit Investment Fund Meet SEC requirements
Assisted a new investment advisory client modify its financial statement presentation to meet recently imposed SEC reporting requirements.
Established formal investment policy
Anders worked with a long-time not-for-profit client to establish a formal Investment Policy. We researched guidelines for the development of an effective investment policy, and used this knowledge to create a comprehensive questionnaire to assist in gathering pertinent information. Anders conducted in-depth interviews with the Board and key members of management to identify investment philosophy, risk tolerance, investment goals, and governance issues. The resulting data was used to create a working draft of the investment policy for review, modification, and ultimate approval by the Board.
Improved pledge processing system
A large not-for-profit client asked us to help them evaluate their key controls and procedures. We walked through transactions, talked to key stakeholders and conducted detail tests of relevant information and activity. We then met with management to suggest improvements and time-saving ideas, which led to stronger internal controls and a more efficient pledge process.
Streamlined operations and donations
We designed and implemented a new SharePoint platform for a not-for-profit organization to assist with operations, donations and content management.
Provided guidance to boards to strengthen fraud prevention
We regularly work with our not-for-profit clients and their boards of directors to prevent fraud and improve financial reporting, including formal record retention policies.
Uncovered and corrected fraud in religious organization
A large religious not-for-profit organization asked us to review their internal controls after fraud was uncovered. Our recommendations helped them renew confidence among their supporters.