HOW WE SERVE

Your Team

You will have your own team of people experienced in handling the complexities of today's nonprofit.  Teams are composed of data entry staff, bookkeepers, managers and CPAs who know your organization and your staff.

Your Cedarstone team members enjoy understanding your organization's work and getting to know your staff.  They are excited to be able to use their skills and experiences in a way that enables others to have an impact.

Operations Processing Team

This team is your out-sourced financial and donation processing department.  They have the responsibility of completing the bookkeeping, accounting and donation processes tasks each month in a timely and accurate manner.  The team works within the Cedarstone internal control system and its members have clearly delineated responsibilities so strong 'checks-and-balances' exist.  Bank statements, brokerage statements and credit card statements are reconciled monthly by the team.  An expanded description of the types of activities handled by your Cedarstone team can be found here.

The manager and CPA perform a month end review of the transactions and oversee the production of the month-end reports and analytics.  They produce the financial reports and analytics components of your board packet if desired.  They also are the primary contacts with the auditors and oversee the preparation of the audit workpapers.

Technical Services Team

Your introduction to the Technical Services Team will occur right at the start of our services.  This team has primary responsibility for the implementation of our systems and processes to provide the services committed to during the initial discussions.  By following the Cedarstone Implementation Template they make sure that the processes are known and working within your organization and within your Cedarstone team.  The team also handles system setup and, if needed data conversion.  Members on the technical service team have experience in nonprofit management, project managment, data conversion, accounting system configuration, process optimization and training.

The Technical Services Team is also available to define and implement, on a project basis, an internal financial system (processes, software, structure) in your organization that will be used by your own staff.

Consulting Team

As your organization grows and changes, the executive or management level personnel needs change.  The consulting team can provide an executive or management level person either on a part-time or temporary basis.  They may be tasked with a wide range of responsibilities to help the organization change, transition and expand it capacities.  More information on the services capabilities of this team can be found here.

The typical types of roles filled are virtual Chief Financial Officers, Chief Operating Officers and Controllers.

Our Values

Relationships

We value organic, meaningful relationships over mechanical transactions. We take your mission seriously and our partnership personally.

Client focus

We enter every client relationship by putting them first. We spend time learning about you, your vision, and your goals so that we’re best equipped to meet your needs.

Integrity

We value the trust our clients have in us and maintain that trust by doing what we say we’ll do. Making and keeping commitments while maintaining transparency in our actions is of utmost importance to us.

Excellence

We hold ourselves to a high standard because we know our clients expect and deserve nothing less. That means accuracy and consistency in our accounting and organizational services.

Responsiveness

We value reciprocal feedback and open lines of communication. We commit to acknowledging your needs and requests, acting on them in a timely manner, keeping you informed, and providing closure upon completed tasks.