A tailored approach

Karen Kennelly tailors her approach to fit your not-for-profit organization. If you’re a large organization in need of a big picture financial strategist, she can act as your outsourced CFO. If you’re a smaller organization that needs help with day-to-day operations, she can be your controller. If you need someone to guide you through a transitional period, she can act as an interim financial specialist.

Whether you’re looking for a financial leader or manager, Karen provides perspective and understanding gained by her many years of experience in the not-for-profit world.

Strategic Solutions

Having a strong financial leader in place allows you to focus on your mission and rest easy that the business of your nonprofit is being appropriately guided. k-squared provides the following:

• Organizational and financial assessment operations review
• Internal control review and recommendations
• Process improvement review
• Operational and financial systems consulting
• Transition management
• Organizational gap analysis

Financial Planning and Management

A strong infrastructure that brings together the right people and available resources–all while considering current economic and industry trends and environments–can be the key to success. k-squared can help you strengthen your not-for-profit financial infrastructure with the following consultative services:

• Annual budget preparation framework
• Appropriate cost allocation or functional expense allocation methodologies
• Cost-benefit analysis of programs and activities
• Reporting financial information to non-financial readers
• Recommendations of policies and best practices for investment and endowment spending and management

k-squared can also support your not-for-profit with consultation in the following areas:

• Capital campaign financial management
• “Campus” master planning
• Financial accountability through accounting and financial policies and procedures
• Revenue enhancement
• Board development and consulting
• Facilitation of mergers and alliances
• Design and facilitation of business planning processes to engage stakeholders’ support

Have questions? Want more information? Set up a call with Karen or see the answers to FAQs.