Ongoing
Recurring financial work between reporting deadlines. Agree responsibilities, records, review routines, and outputs.
How We Work
Agree the responsibilities.
Then connect the work.
Your organization, records, existing team, and next deadline determine the right starting point. Deliverables, timing, fees, and responsibilities are agreed before work begins.
Engagement models
Choose the arrangement around the work.
Co-managed
Add capacity alongside the existing treasurer, consultant, finance team, or counsel. Specify who handles each workstream.
Project
Define a setup, transition, cleanup, or review with stated boundaries and a handoff into ongoing operations.
A clear start
From initial discussion to agreed work.
Describe the situation
Organization, jurisdiction, issue, existing team, and next deadline.
Review fit and records
Discuss capacity, available information, and what the work would require.
Agree the scope
Set responsibilities, deliverables, timing, fees, and approval handoffs.
Connect the financial process
Begin only after agreement and appropriate information exchange.
Illustrative work
A reconciliation you can follow.
Fictional figures, not client work or promised deliverables.
| Bank statement balance | $53,300 |
|---|---|
| Outstanding payment | ($300) |
| Adjusted bank balance | $53,000 |
| Book balance | $53,000 |
| Difference | $0 |
Document the exceptions
- Missing invoice: request source documentation.
- Unclear classification: review the underlying records and reporting treatment.
- Outstanding payment: confirm timing and subsequent bank activity.
Review responsibilities are assigned expressly. Legal questions go to qualified counsel.
Discuss your needs
Start with your organization.
And what needs attention.
Describe the work, the condition of your records, and the next deadline. Fit, capacity, responsibilities, timing, and fees are reviewed before an engagement begins.
Send a summary, not bank records, donor information, passwords, or confidential documents.