PlanAhead Consulting
OUR SERVICES
FINANCIAL PLANNING & BUDGETING
Our holistic approach for sustainable financial viability emphasizes planning and budgeting. We work with you to identify the financial goals that serve your programs and your mission. Then we devise a comprehensive financial plan that delineates how to achieve your financial goals. We then use the financial plan and other input to build your service-centered budget collaboratively with your key staff.
FINANCIAL REPORTING & ANALYSIS
A solid budget without robust financial reporting has a little value. We help you creating budget variance and other analytical reports to facilitate comparison between actual results and budget. We analyze these reports for any anomalies and identify areas where actions are needed to align your actual results to budget. We believe that knowledge is power and providing you with accurate and timely reports will certainly lead to informed decisions.
PROBLEM SOLVING & PROCESS IMPROVEMENT
Are you facing a persistent issue that you are not sure how to handle?
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Are you overwhelmed with manual processes that are counterproductive and cause a lot of frustration for you and your team?
We believe that the great majority of issues have a solution; we hardly take “no way” for an answer. Whether the solution is automating your Purchase Order process, or implementing a new accounting software, or paying your vendor electronically, our expert team members always think outside the box to find efficient solutions to the very persistent and stubborn problems.
AUDIT PREPARATION & FINANCIAL COMPLIANCE
We prepare and guide for an audit to be less intimidating. We work with our clients during every step of the process to help improving the audit results. We pave the way to a pleasant and productive audit experience from the notification of an audit to the issuance of the final audit report. We can also assess our client financial compliance with funding sources’ mandates and regulations and recommend measures to achieve higher compliance.
RATE MANAGEMENT
If you are receiving funding through a rate, have you ever wondered how can I maximize my rate?
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Or why my rate went down? Or how can I prevent funder recoupments as a result of underspending the rate?
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We are experts in rate management. We will analyze your cost reports and your expenses to help maximizing your rates and reducing funder recoupments.