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Blog

5 Missed Steps in the Nonprofit Procurement Process: See How We Assisted One of Our Clients

12/6/2021

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​A nonprofit client downsized their procurement department. This resulted in changes to workflow, staff roles and responsibilities. I was retained to review and evaluate their procurement processes to ensure that there were proper internal controls, efficient workflow and best practices in place. 

I began my assignment by meeting with the procurement team. I reviewed and documented the processes that each member followed. My investigation identified 5 critical missed steps in their procurement processes: 


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Are Your Nonprofit’s Financial Statements Timely? See How We Helped Our Clients

10/5/2021

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Here is one example of how Roberta Katz Consulting can assist your nonprofit organization.
 
When I was working in senior financial management positions at several nonprofit organizations, one of our major challenges was generating accurate monthly financial statements in a timely manner.
 
To meet these challenges, I successfully implemented a formal process and a tracking system to help to ensure that we met the deadlines established for completing and distributing the financial statements each month.

Driving change in an organization was difficult and took time to be successful. It required proper oversight and enforcement of the new process. However, the benefit was significant. The finance department began generating accurate and timely financial statements that were used by senior management and the Board of Directors to make critical decisions for the organization.
 
You are invited to schedule a complimentary consultation to discuss how we can help your organization implement a formal month-end closing process and tracking system.
Let's Discuss How We Can Help
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Be Proactive Not Reactive: Preparing Your Nonprofit for Post Covid-19

7/26/2021

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Is your nonprofit's finance department prepared to face the challenges of a post-Covid-19 world? Here are some of those challenges:
  • Increased risk of fraudulent activity
  • Operating in a virtual workplace
  • Downsized workforce
  • Digital transformation 
  • Increased demand for financial data and financial reporting

Do not wait until a problem arises…It may be too late!
​

Some questions your finance department should consider and actions they should undertake: ​
​Did your operating processes change due to a downsized workforce?
Review and document your operating processes and ensure they include proper internal controls. This will mitigate the risk of fraud and provide for the ongoing operation of the finance department.

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Roberta Katz Consulting
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Copyright © 2021 Roberta Katz Consulting

Roberta Katz Consulting
61-43 186th Street, Suite 606
​ Fresh Meadows, NY 11365 
Phone: (917) 359-1158
Email: robertapkatz@gmail.com
​Website: www.rpkatzconsulting.com

  • Home
  • About
  • Webinars
  • Services
  • Articles
  • eBooks
  • Blog
  • COVID-19
    • Covid-19 & The Importance of Finance
    • Covid-19 & Fraud Risk Mitigation
    • Covid-19 & Financial Reporting
    • Covid-19 Technology & Working Remotely
  • Contact
  • Privacy Statement