Services

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.

Software Technology Services
Software technology services to compliment your organization's capacity and improve your financial operations.

• Software evaluation and needs assessment.
• Nonprofit software and system implementation, training, and support.
• Nonprofit software sales including accounting, fundraising and student administration.
  
• Software system review to improve and enhance utilization.
• Conduct a business process review and issue recommendations.
• Sage MIP Fund Accounting and Fundraising 50 Certified classroom trainer.
• Data conversion and software integration.
  

Financial Management Services

Comprehensive bookkeeping, accounting, controller, and CFO services tailored to compliment your organization's capacity and improve financial operations.

• 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
  

FTM provides our accounting knowledge to your organization in an understandable language that allows you to use and implement the technical assistance and training that we provide your organization.

Our comprehensive financial management services approach allows us to meet your board, management, and program requirements along with external accounting needs.