Financial Management 
Success Stories




An independent school faced multiple options for financing a major capital project. We identified the likely scenarios and relevant variables. We then presented our analysis in tables and graphs that helped management and the Board decide the best mix of capital drive contributions, tax-exempt financing and unrestricted endowment.  

All NFP managers have been challenged by the stream of new FASB and AICPA pronouncements.    Through our understanding of the underlying concepts, we helped many NFPs advantageously implement each of the new standards. In the process, we also identified several million dollars in net assets that had not been previously reported as resources available to the respective Boards.  

Several NFPs lacked effective accounting and stewardship approaches for handling pledges and restricted funds. We assisted them in developing practical procedures for reconciling capital drives and tracking numerous separate endowment funds.