Finance operations

Connect donation commitments, confirmed payments, purpose reviews, acknowledgements, and corrections with clear handoffs between fundraising and finance.

Verify supplier identity, scope, access, delivery evidence, and payment details with a proportionate vendor onboarding checklist and worked example.

Connect financial source records, business explanations, question ownership, and monthly review through a practical owner-to-bookkeeper handoff.

Connect purchase requests, spending approval, orders, receipt evidence, and invoice review with a practical process and a worked equipment example.

Collect expense receipts once, distinguish personal claims from business-card purchases, review evidence, and track reimbursement through confirmation.

Link invoices, payment events, settlement batches, and bank entries with a practical reconciliation routine, exception queue, and worked payout bridge.

Build a shared cash-flow view from verified balances, expected receipts, upcoming commitments, and visible assumptions, with a worked weekly example.

Review recurring services by ownership, real cost, renewal deadlines, useful work, and exit dependencies, with a practical seat-cost comparison.

Cost a defined service using actual work, labor, external charges, overhead, and capacity, then test margin, scope changes, and discounts with examples.

Connect agreed scope, work estimates, actual costs, commitments, and cost to finish so project profitability reviews lead to clear operating decisions.