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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.

[Discuss your needs](/contact/)

Engagement models

## Choose the arrangement around the work.

### Ongoing

Recurring financial work between reporting deadlines. Agree responsibilities, records, review routines, and outputs.

### 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.

Reconciliation schedule — fictional
| 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.

For an initial inquiry: https://www.ferrenhallcompliance.com/contact/
Send a summary only. No engagement or deadline commitment is made through this site.