How it works
A clear picture first. Then steady monthly support.
Every engagement starts with the Assessment. From there, monthly support keeps your finances organized and your leadership informed, with room to add more of the finance seat whenever you want it.
The front door
Audit Readiness Assessment
A scored look at your finance operations across 13 areas, from the close and restricted funds to grants, reporting, and controls. You get a findings report your board can read in minutes, a 30/60/90-day roadmap, and a 90-minute debrief. One fixed fee, done in weeks.
See what the Assessment coversMonthly support
Ongoing oversight, sized to you
Your team keeps doing the work. We review it, keep it organized, and give leadership clear numbers and advice every month.
What happens each monthEvery month
What monthly support looks like.
Your team does the work. We review it, organize it, and tell leadership in writing where things stand and what needs attention. Every package includes this foundation.
Monthly close review
Your close, reviewed every month against what an auditor will look for, with written notes for your staff.
Reconciliation oversight
Your team reconciles. We review and flag what needs attention before it compounds.
Restricted funds, current every month
Your net asset rollforward is kept up by your team and reviewed monthly, so it’s never rebuilt from scratch at year-end.
Year-end, already organized
The auditor’s request list is tracked all year, so most of it is assembled before fieldwork begins and your staff aren’t rebuilding the year each fall.
Grant file oversight
Complete files for every award: agreements, budgets, reports, and support, before anyone asks.
Board package review
A second set of senior eyes on what the board sees each month, so the numbers are clear and the questions are anticipated.
Monthly exceptions memo
A short written note: what’s open, what’s fixed, what’s next.
Quarterly check-in
A step back each quarter to look at trends, risks, and what’s coming, plus a full pass before year-end so nothing arrives as a surprise.
Three ways to work together
Same foundation. Choose how much of the finance seat you want filled.
Always Audit-Ready
The full monthly foundation described above.
- Monthly close review and reconciliation oversight
- Restricted funds and year-end files kept current
- Grant file oversight and board package review
- Monthly memo, quarterly check-in, and year-end preparation
Always Audit-Ready Plus
Everything in Always Audit-Ready, and we’re in the room.
- Monthly financial statements prepared from your general ledger for management’s review and approval
- Proposed adjusting entries, recorded subject to your monthly approval of the entry log
- A monthly management meeting to walk through the numbers
- Quarterly board presentations
- Audit liaison during fieldwork
Fractional CFO
Everything in Plus, with the forward-looking finance work.
- Annual budget build and quarterly reforecasts
- Cash-flow monitoring
- Form 990 coordination with your tax preparer
- Finance staff coaching
- Finance committee and board meetings
The package name describes the advisory scope. MOR doesn’t hold an officer title or signing authority, and budget, cash and filing decisions stay with management.
Financial statements MOR prepares are for management and the board. They are not audited, reviewed, or compiled, and each page says that no assurance is provided.
Who does what
Clean roles, in writing.
Board treasurers usually ask this first. Here’s the division every engagement letter spells out.
| Your bookkeeper or finance staff | MOR Accounting | Your management and board |
|---|---|---|
|
|
|
MOR never takes custody of cash, signs checks, approves payments, or holds a signer role.
Project work
When something specific needs doing.
Financial policies and procedures
An accounting policy manual, control narratives for each cycle, and a board adoption package. Built from interviews with your team, as a full set or module by module.
Interim controller coverage
Keep-the-lights-on coverage during a finance staff vacancy: the close, AP oversight, payroll coordination, and help hiring the replacement.
Everything else
Standard implementations, cleanup the Assessment surfaced, special projects, extra meetings. Scoped in writing before any work begins.
How pricing works
Flat, predictable, and in writing before anything starts.
Every engagement is quoted to your organization’s size and complexity. You’ll have a firm number in writing after the diagnostic call.
One fixed fee
Half at signing, half when the report is delivered.
A flat monthly fee
Set by your size and complexity, on an annual agreement. No hourly meter.
Estimated and capped
A written estimate and hours cap before work begins. No open-ended invoices.
Half comes back
50% of the Assessment fee credits toward your first year of a retainer if you sign within 60 days.
The next step
Find out where you stand.
In 30 minutes we’ll talk through how your finances are running, what’s coming, and whether the Assessment makes sense for you.
