Services overview
Our services
Operational finance, reporting infrastructure, and strategic advisory for PHAs, HFAs, affordable housing organizations, and federally funded nonprofits navigating increasing operational and compliance complexity.
- Financial operations transformation built for regulated environments
- Structured reporting, workflow discipline, and operational visibility
- Specialized support for lean finance teams and compliance-heavy organizations
Strategic anchors box
Four ways we engage
Financial operations transformation, audit process management, ongoing accounting support, and strategic finance advisory designed to strengthen operational stability, reporting reliability, and long-term organizational sustainability.
Financial operations transformation
Sustainable close, workflow, and operational reporting
Financial workflow redesign, close optimization, reporting structure, and operational finance discipline built for PHAs, HFAs, affordable housing organizations, and federally funded nonprofits.
Services included
- Close process and workflow optimization
- Reporting structure and accountability redesign
- Operational finance assessments and diagnostics
- Financial systems cleanup and infrastructure support
Outcomes
- Faster and more reliable reporting cycles
- Reduced workflow bottlenecks and duplicated effort
- Improved operational visibility across finance functions
Typical deliverables
- Workflow maps and reporting process redesign
- Close calendars and accountability structures
- Operational finance diagnostic findings and recommendations
- Reporting templates and recurring management views
Engagement scope
Audit process management
Audit infrastructure & fieldwork partnership
Documentation workflows, readiness coordination, Prepared by Client (PBC) discipline, and fieldwork support structured to reduce disruption and strengthen year-round preparedness.
Services included
- Audit readiness assessments and cleanup support
- PBC coordination and documentation management
- Auditor liaison and fieldwork coordination
- Controls documentation and readiness workflows
Outcomes
- Reduced operational disruption during audit cycles
- Faster PBC turnaround and clearer ownership
- Less reactive audit preparation and year-round strain
Typical deliverables
- PBC trackers, schedules, and reconciliation support
- Audit workflow calendars and accountability structures
- Controls narratives and readiness documentation
- Auditor coordination support during fieldwork
Engagement scope
Related services
Ongoing accounting & bookkeeping
Recurring accounting & reporting support
Recurring accounting support aligned with the reporting, compliance, and operational realities of PHAs, HFAs, affordable housing organizations, inclusive of development accounting from deal closing through cost certification, and nonprofits
Services included
- Monthly close and recurring reconciliations
- Fund, program, property, and grant accounting
- Financial reporting and recurring management packages
- Development accounting from deal closing through cost certification
- Draw package preparation to lender and investor standards
- Ongoing accounting support for lean finance teams
Outcomes
- Reliable month-end reporting and reconciliations
- Stronger consistency across recurring reporting cycles
- Additional operational capacity for internal teams
Typical deliverables
- Monthly financial statements and reconciliations
- Fund-level and operational reporting views
- Close packages and supporting schedules
- Recurring management reporting packages
Engagement scope
Related services
Strategic finance & operational advisory
Leadership visibility & operational finance support
Strategic finance and operational advisory for organizations balancing reporting complexity, restricted cash management, operational strain, governance needs, and organizational growth.
Services included
- Budgeting, forecasting, and cash flow visibility
- Leadership and board reporting support
- Operational finance advisory and planning
- Strategic reporting and decision support
Outcomes
- Stronger leadership visibility into financial operations
- Improved understanding of operational and restricted cash flow
- More proactive financial planning and decision-making
Typical deliverables
- Operating budgets and rolling forecasts
- Board and executive reporting packages
- Operational cash flow and liquidity reporting
- Strategic finance models and organizational planning support