Evolving organizations need flexibility to meet changing conditions and customer needs. Conventional budgeting methods lack adaptability and hinder strategic planning. Using principles from Beyond Budgeting, I assist small and medium-sized organizations in enhancing performance through adaptive financial management. By continually updating and assessing throughout the year, organizations can be more proactive in developing successful and responsive strategies.

 

Businesses and nonprofits seek my help with the development, implementation and maintenance of:

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• Customized reports and dashboards

• Targets, goals and key performance indicators

• Analyzing trends and variances

• Financial forecasts and scenarios

• Cost management methods ​​

• Coordination with tax, audit, and benefit providers

• System and process efficiencies

• Training and coaching with financial tasks

• Outsourced accounting and bookkeeping services

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Combing the insights gained through financial management with strategic financial coaching provides organizations clarity and direction.