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Executives and Boards

You report to a board of directors, but spending time preparing financial reports for board meetings takes away from your focus. Typical preparation includes financial reports, benefits & risk management decisions, and governance requirements.

Board committees also need support, including the audit/finance committee, and personnel committee. Providing a resource to your board members frees up other staff to focus on their roles – helping your organization move forward faster.

Over the years we have developed templates for monthly reporting, cash management and board updates. We have deep expertise working with board finance committees and auditors to ensure your board is fulfilling its fiduciary and oversight responsibilities.