FINANCIAL Services
TRANSFORMING RESOURCES
Ola Saad, Friends In Deed
Nonprofits that have a clear picture of where the money is, where it’s going and where it’s needed are better able to focus on what matters most.
NEW works alongside organizations to build financial resilience, whether that means support for starting up, guidance through a tough transition or a smarter way to manage donations and payroll.
Educate Youth came to NEW because we had never had a bookkeeper to manage our finances. Up until then, everything was done without the expertise of a bookkeeper or an accountant. Over the past year, we’ve experienced major positive changes. I’m beginning to fully see the bright light that comes with having our books accurate, organized, and up to date.
NEW has also been a patient teacher, offering clear communication and steady guidance throughout the process—helping us build the financial foundation we truly needed.
Educate Youth
SERVICES
STRATEGIC FINANCIAL CONSULTING
NEW’s financial consultants specialize in the dynamic needs of evolving nonprofits. With your mission in mind, we help your team develop a solid financial plan for achieving it.
Our services include:
- Assessing your nonprofit’s financial position
- Training your staff and board members in good financial practices
- Helping you establish annual budgeting processes
- Designing and updating cash flow projections
- Creating or updating existing financial policies
- Revising and updating your financial procedures
BOOKKEEPING SERVICES
NEW’s cost-effective services help nonprofits organize information, simplify and track financial transactions, and improve transparency.
Our services include:
- Transaction entry, categorization, and statement reconciliations
- Invoicing & receivables; bills & payables
- Organizational & grant budgeting; grant reporting
- Preparation & interpretation of financial reports
- Support with financial audit/review
- Guidance in best practices for documentation, fundraising events, sales, and tax filings
Finance work can be lonely, but it doesn’t have to be. This is your chance to step out from behind the spreadsheets, sip something warm, and connect with folks who get it.
Bean Counters Connect is a free, monthly gathering open to anyone working in non-profit finance. We meet monthly on the 2nd Tuesday. We’ll chat, share wins and challenges, and start building a network of support across organizations. Come as you are…your brilliance is welcome here!
A FEW OF OUR CLIENTS – Past & Present
