Who it’s for
Everyone at the table has a different worry.
An organization’s finances touch the executive director, the finance staff, the board, and the auditor. Here’s what MOR means for each of them.
Executive directors
You didn’t take this job to become an accountant.
You’re accountable for the numbers without having to be the finance expert. When a board member asks a question you can’t answer, or a funder wants a report tomorrow, it lands on you.
- A senior finance professional to call before big decisions
- A short monthly memo, so you always know where the money stands
- A board that hears about problems early, from you, with a plan attached
- An audit season that doesn’t take over your fall or your spring
Bookkeepers and finance staff
Your job stays yours. The pressure doesn’t have to.
MOR isn’t here to take over the books or second-guess you in front of your boss. You keep doing the work you know, with a senior reviewer in your corner.
- Someone to ask when a transaction is unusual or a standard is new
- Help with the hard questions from funders, the board, and the auditor
- Checklists and schedules that make your close faster, and stay with you
- Fewer year-end rebuilds, fewer late nights, and credit where it belongs
Board treasurers and finance committees
Oversight you can see, with scope you can check.
You carry fiduciary responsibility for statements you can’t work through line by line. MOR gives you a senior professional watching the year, and a clear written record of what they found.
- A licensed CPA firm, led by a CPA with eight years working with nonprofit finance teams
- Scope, roles, and fees set out in an engagement letter before any work begins
- A written memo every month, and a board package built for non-financial readers
- Advisory only: management keeps every decision, and your auditor’s independence stays supported
Auditors
A client who needs more help than you can give.
You see the client who needs more year-round help than you can give, and independence rules limit what you can do about it. MOR provides that support during the year, so they arrive at fieldwork organized.
- Schedules and the request list kept current all year
- Management stays responsible for every decision, which protects your independence
- MOR doesn’t perform audits, so there’s no competition for the engagement
If you have a client in mind, email jacob@moraccountingcpa.com.
Is it a fit?
MOR works best with a specific kind of organization.
A strong fit
- Nonprofits with roughly $1M to $15M in annual revenue
- Growing grant portfolios, restricted gifts, or an audit or review requirement
- A bookkeeper or finance staff member already in place
- Leadership that wants to fix things, not just get through them
Probably not the right fit
- You need someone to do the day-to-day bookkeeping itself
- You need an audit, review, or compilation. MOR doesn’t perform them.
- Organizations under about $1M, where the Assessment and project work usually fit better than a retainer
The next step
Start with 30 minutes.
Tell us where things stand and what’s worrying you. You’ll leave the call with a clearer picture, whether or not we work together.
