Modernize the technology throughout your accounting and financial operations.
Financial Systems Consulting for Nonprofits
Technology Consulting, Training, and Implementation
You have a compelling mission, a devoted team, and program expertise.
Here’s how we get you the tech that’s worthy of all that.
Financial System Needs Assessment
We perform a full evaluation of your financial technology, including all the ways it may be falling short.
Stakeholder Interviews
We talk to your board, executive leadership, finance team, and all end users of data. We learn what financial information they need, how they get it currently, how they use it, and the challenges they encounter along the way.
Current Systems Evaluation
We put your financial systems and tools through their paces to determine how robust, usable, and fast they are, and how well they can be customized and integrated.
Workflow Mapping
We map all your financial processes — including budgeting, fund accounting, revenue recognition, accounts payable and receivable, and reporting — from end to end. We identify all the bottlenecks, gaps, redundancies, and frequently occurring errors.
Financial System Requirements Definition
We determine the financial information that your stakeholders need, plus the qualities of the technology that must produce it.
User Requirements
We document everything that the users of your financial information are looking for, including:
- The data they need to receive and understand.
- How often they need to receive it.
- The timeliness, history, and format of the data they demand.
- How they need to access, consume, and share the data.
Technical Specifications
Regarding the systems that store and produce your financial information, we define how they need to support things like:
- Data accessibility and collaboration.
- Data compliance, security, and archival.
- Scalability in adding users and data over time.
- Compatibility with existing hardware or networks.
Financial System Solution Design
We tailor a financial technology ecosystem for your unique nonprofit.
System Recommendation
We recommend an accounting and financial tool stack that best fits your requirements while serving your mission. We often recommend a combination of upgrading current systems and installing new ones.
Customization Plan
We detail the modifications and configurations that your new financial system needs in order to serve your programs, accounts, partnerships, donors, and team.
Integration Strategy
We design how any new financial systems will integrate with your existing ones, operate without friction, and promote seamless data flow.
Data Migration Strategy
We make a plan for cleaning current and past financial data and bringing it into your new systems.
Financial System Implementation Plan
We map out the process for getting your new financial system up and running smoothly.
Implementation Roadmap
We draft the timeline, steps, and resources for upgrading your current financial systems and deploying any new ones.
Risk Management
We plan for financial system changeovers and data migrations that minimize disruptions, costs, and support needs.
Change Management
We describe how we’ll work with your financial team and your entire organization to facilitate use and adoption of the new system, and to address challenges as they arise.
Financial System Deployment
We put your new financial technology in place and optimize it for your team.
Installation and Configuration
We install and set up your new system, oversee all the required customizations, and ensure that it runs as designed.
System Integration
We integrate new tools and technologies across functions, departments, and teams, and test interoperability.
Data Migration
We bring your financial data into your new systems and ensure its integrity.
Ongoing Support
We offer a partnership that supports your nonprofit’s success with your financial system.
User Training
We get all your users up to speed with your new financial systems and answer all their questions.
Performance Monitoring
We continue to evaluate your financial system, its ease of use, and the output it produces. This includes establishing feedback loops with users to fix issues, refine workflows, and improve functionality over time.
Regular Updates
We perform routine checkups and upgrades so that you are getting the most out of your financial system and benefiting from any new features that are introduced.
Related Services
Financial Health Assessments
A healthy future for your nonprofit starts with a full understanding of where it is today.
Most of our engagements start here.
Accounting Outsourcing and Staff Augmentation
Improve the information you get from your financial systems and take care of all your reporting.
Interim Controller and CFO Services
Partner with us to lead your financial systems modernization project, from planning to deployment and support.
Your Rescue Mission is Going Places.
Get there faster with feature-packed financial systems that you customize for the ride.