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NonProfit Financial Management

One significant difference between successful and failing nonprofit organizations is attention to finances. Availability of timely and relevant financial information, cash flow management, including timely payment of bills and collection of revenues, forecasting, resource planning and allocation, effective financial controls, and nurturing donor, vendor, and banking relationships are all key to running a solid organization. Our firm president, Eric Haukkala, CPA, MBA, has over 15 years of experience working with nonprofits and is himself treasurer of a foundation. He oversees all the firm financial management services. 

A sampling of available services:

  • Financial reporting and consulting
  • Cash flow management
  • Budgeting
  • Forecasting
  • Day-to-day accounting
  • Payables and receivables
  • Manage banking relationships
  • Design and implementation of financial and governance policies and controls
  • Payroll and human resources administration
  • Compliance – 990, Attorney General reporting and other required filings
  • Audit Liaison
  • Planning and advising on IRS issues related to maintaining 501c status and minimizing Unrelated Business Taxable Income and excise taxes
  • We tailor services provided according to your organization’s needs.
  • Fixed fees based on scope and organization budget

Nonprofit Executive Director

Organizations governed by volunteers often experience leadership turnover, as directors are often pressed for time as they juggle other commitments. While typically experts in their own professions, directors may not have experience in managing a nonprofit. Retaining a Haukkala CPA Executive Director provides the expertise and leadership continuity organizations need to grow and prosper.

We provide A knowledgeable Executive Director with a strong financial background to provide day-to-day back-office services and advise organization leadership. 

A sampling of available services:

  • Resource planning 
  • Implementation of leadership initiatives and policies
  • Liaison with partners, stakeholders, and vendors
  • Board development and orientation
  • Strategic planning and implementation
  • Oversight of staff
  • Risk assessment and mitigation, including the design and implementation of proper financial controls
  • Compliance, including timely filing of 990 and state attorney general reporting, audit liaison
  • Working within our established vendor relationships to coordinate grant writing, marketing, public relations, website development, social media, event management, and other organizational needs
  • We tailor services provided according to your organization’s needs
  • Fixed fees based on scope and organization budget