The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.
Financial Management Support
Programs that help nonprofit organizations, small businesses and other groups set up an accounting system to ensure that financial data and economic transactions are properly entered into the accounting system, that financial reports necessary for management are prepared in an accurate and timely manner, that appropriate tools to facilitate the process have been selected and installed and that financial reports required by the Internal Revenue Service, state governments and other organizations are prepared and submitted as required.
Programs that help nonprofit organizations, small businesses and other groups understand, prepare for and undergo a financial audit and respond to any audit results. An audit is a process for testing the accuracy and completeness of information presented in an organization's financial statements by a certified public accountant (CPA).
Financial Policies and Procedures Development
Programs that help nonprofit organizations, small businesses and other groups develop sound financial and contract management practices that help to ensure that financial information is reliable, assets and records of the organization are protected, organizational policies are followed and that government regulations are met.
Organizational Financial Planning Services
Programs that help nonprofit organizations, small businesses and other groups engage in short and long term financial planning which may involve financial analysis, budgeting assistance, cash flow management assistance, investment management support and risk management assistance.