Financial Statement Preparation
Statements for a defined period, prepared from reconciled records.
Financial Statement Preparation
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Home›CFO & Advisory Services›Grant Application Financial Support Humble TX
Statements and supporting schedules built to the format the grant asks for, while your team writes the part only your team can write.
Grant applications fail on the financial section more often than on the narrative. Not because the organisation is not worthy, but because the numbers arrive in the wrong format, without the supporting schedules, or covering the wrong period.
We work alongside your organisation as an outside bookkeeping firm. We supply the financial records, statements and backup an application requires, in the shape it requires them. Your team writes the application, because they are the ones who know what the money is for.
We work alongside your organisation rather than inside it. The financial records and the backup come from us; the application comes from you.
Nonprofits applying for programme funding. Small businesses applying to local, regional or industry grant programmes. Organisations reporting on funds already received and needing budget-to-actual figures that hold up.
The common requirement is that someone outside the organisation has produced the numbers from reconciled records, and that they can be traced back to a source if the funder asks.
1
Period, format, schedules, and whether the funder wants anything unusual. That determines the whole engagement.
2
Nothing goes into an application from an unreconciled period. Where the file needs work first, we say so with enough time to do it.
3
Prepared in the shape the funder asked for, not converted afterwards.
4
Your team submits. We supply the numbers and the supporting detail behind them, and we stay available if the funder comes back with a question.
We are an outside bookkeeping firm supplying financial records and backup. We are not employed by your organisation, we do not sit on your staff, and we do not write the application or advise on grant strategy. That line matters, and funders generally prefer that the financial preparer is independent of the applicant.
No. We supply the financial section's records, statements and supporting schedules. The narrative, the case for support and the strategy stay with your organisation or with a grant writer.
Yes, and it is common. The books have to be brought current before an application can be built on them, so the earlier you come to us relative to the deadline, the better the outcome.
Yes, where the organisation needs restricted and unrestricted activity separated. That structure is set up in the file rather than assembled at reporting time.
It is bookkeeping and financial reporting supplied by an outside firm. Anything requiring a licensed professional stays with one, and we say so rather than stretch.
Statements for a defined period, prepared from reconciled records.
Financial Statement PreparationA current file, which is what a credible application is built on.
Monthly BookkeepingBringing a behind file current before a deadline.
Catch-Up & Cleanup BookkeepingA consultation with the owners, a straight read on what this would take, and a scope in writing before anything starts.
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