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This website was created by Christian Daniel Designs
Winter

How can I help your nonprofit?

My first goal is to gain a thorough understanding of your organization. Then I work with your managers and board members to help them understand what all the numbers represent and make changes where needed. At the same time, I coach your financial team to ensure accuracy and continuity in reporting financial information.

In a collaborative, problem-solving way, Bigleaf provides these and other services:

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  • Allocations

  • Audit assistance

  • Bank statement reconciliations

  • Budgeting

  • Controller / CFO Services

  • COVID-19

    • Small Business Association Paycheck Protection Program (SBA-PPP)– I have assisted with applications and, just as importantly, loan forgiveness for over $2 Million under this program.

    • The CARES Act.  US HRSA Provider Relief Funds – I have helped health care providers with applications for PFF funding as well as reporting on the necessary COVID-19 expense and lost revenues to satisfy granting requirements for these funds.

    • IRS ERTC (Employer Retention Tax Credit)  Helped organizations work with accounting firms and payroll companies to determine eligibility and claim for these payroll tax credits.

  • Financial statement preparation

  • Fraud prevention 

(While fraud prevention cannot be guaranteed, Bigleaf helps strengthen a separation of duties and implements other internal controls to minimize the opportunities for fraud to occur)

  • Internal controls & separation of duties

  • IRS 990 information gathering

  • Monthly financials and discussion compared with budget

  • Oversee bookkeeping practices

  • Payroll assistance

  • Records retention

  • Sales Tax

  • Strategic Planning

  • Streamlining & Automation

  • Workers’ Compensation, including Self-insured organizations

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Additional Resources for NonProfits:

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