Home›CFO & Advisory Services
One advisory service, deliberately. We supply the financial records and the backup; your organisation writes the application.
This group holds a single service, and that is on purpose. A practice that lists a dozen advisory offerings and staffs two people is describing an ambition rather than a service list.
What we do supply is the financial side of a grant application: statements for the period the funder specifies, supporting schedules in the format asked for, budget-to-actual reporting where prior funds are being reported on, and restricted fund activity tracked separately where it applies.
We work alongside your organisation as an outside bookkeeping firm. We are not employed by you, we do not sit on your staff, and we do not write the application or advise on grant strategy. Funders generally prefer that the financial preparer is independent of the applicant, and that independence is worth protecting.
The financial records and the supporting detail come from us. The case for support, the narrative and the strategy stay with your organisation.
Financial records, statements and supporting schedules prepared to the format a grant application asks for. We work alongside your organisation as an outside bookkeeping firm, supplying the numbers and the backup while your team writes the application. Applications fail on the financial section more often than on the narrative. Grant Application Support In Humble, TX
Nonprofits and small businesses across the Lake Houston area apply to local, regional and industry programmes with real deadlines. The books have to be current before an application can be built on them, so the earlier you come to us relative to that deadline, the better the outcome and the less it costs.
No. We supply the financial section's records, statements and supporting schedules. The narrative and the case for support stay with your organisation or a grant writer.
Yes, and it is common. The file has to be brought current first, which is scoped as catch-up work before the application build begins.
Not as a listed service. We are a bookkeeping practice, and grant application support is the one advisory line we carry.
Send the financial section of the application and the deadline. We will tell you what the file needs and whether the timeline works.
Book a Consultation