Financial Managment

FTM is a full service software technology and financial management CPA firm that has assisted over 150 nonprofit and religious organizations to improve their fundraising and financial operations since 1999.  Our approach is to work with you to determine how your organization can best benefit from our professional services and software technology.  We provide a comprehensive needs assessment and financial system review and make specific recommendations towards improving financial management capacity and financial operations.

Controller/CFO Services...

FTM was founded to assist non-profit organizations in the management of their finances and their financial departments. FTM offers high level financial management services so our clients are able to have better control of their organization financially.

Non-profit organizations are as unique as the programs that run through them and FTM’s experience with many different types of non-profits allows us to customize our services to the exact needs of the organization. We understand the numerous and varied legal requirements that non-profits face and our experienced, professional staff provide innovative solutions to meet the challenges of financial management and systems.

FTM can also help with crisis management, such as a sudden loss of personnel.  Too often, organizations are forced to react to situations rather than make decisions on a proactive basis. FTM’s services provide a needed interim period that allows an organization to identify their needs and construct a plan for meeting them. FTM can work with an organization on a project (or temporary) basis and provides the appropriate personnel as interim staff at the management level to assist a client in their finance department, specifically addressing whatever challenges they are dealing with.

Accounting & Bookkeeping...

With nonprofit organizations in mind, FTM provides services for organizations in need of financial accounting/bookkeeping services on an outsourced basis.  FTM has over 10 years of nonprofit financial expertise and we are committed to supporting all your accounting and bookkeeping needs.  We understand that every nonprofit works differently so we tailor our services to meet the unique needs of your organization.

• Interim staff replacement at CFO and Controller level
• Developing and updating a customized financial policies and procedures manual.
• Conduct an internal control review and issue recommendations.
• Designing and implementing Cost Allocation Plan and Indirect Cost Rate.
• Designing and Improving Business and Accounting Practices, Systems and Financial Controls.
• Budget Development, Projections, and Cash Flow Analysis
• Cost Containment and Vendor Negotiation
  
• Board and Staff Training on Financial Management.
• Preparation and Presentation of Financial Statements and Reports.
• Audit Preparation Assistance including Bank, Grant and Payroll Reconciliations
• Payroll Processing, tax filings, and consultations.
• Tax Return Preparation and consultations.
  
• Grants Management Assistance and Training.
• Nonprofit Financial Compliance Assistance and Training
• Monitoring of recipients for financial management compliance.
• Regular Financial Management including receipts, disbursements, and payroll.
• Bank and Balance Sheet Reconciliations
• Strategic Planning and Project Management

Training...

Accounting in the non-profit world is as different as night and day from the for profit world.  FTM understands this and understands that most staff and board members were not trained to understand the intracies of non-profit accounting.  We can provide your staff and board members with training opportunities that will enable them to understand and participate in the financial management of your organization.

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