Waymark Advisory helps nonprofits strengthen financial stewardship, build donor confidence, and establish effective oversight of donor funds.
Does one person handle all of your organization's finances? What would happen if they suddenly left or became unavailable?
Do you have clear visibility into how donor funds are received, managed, and spent?
Does your board feel confident that your financial reports are accurate, complete, and easy to understand?
Do you have documented financial policies and procedures for receiving, counting, depositing, recording, and safeguarding funds?
Are you concerned about fraud, errors, or inadequate internal controls—but a full audit isn't practical or affordable?
Would an independent review of your financial processes give your board and donors greater confidence?
Too often, organizations place significant financial responsibilities on trusted volunteers or limited staff without controlled processes or oversight that properly safeguard donor funds, lifting the burdens of risk for everyone. The absence of these processes can also undermine confidence among donors, board members, and volunteers/staff.
Options available:
Nonprofit Financial Process Review
A practical, independent review of your organization’s financial oversight and controls.
Focus areas include:
Donation and cash handling processes
Internal controls and separation of responsibilities
Board oversight (if applicable) and financial visibility
Existing policies (if applicable) and processes
Coaching Calls
Through a series of coaching calls we consult with you and help you strengthen your financial processes, answer questions and help build out procedures for financial sustainability as transitions occur or as you grow.
SET UP A FREE INITIAL CALL!
Every organization is unique. During your free initial consultation, we'll spend time learning about your mission, leadership team, and financial practices. Together, we'll determine whether Waymark's services would be a good fit for your organization.
Our aim is to assist you in strengthening your processes with minimal effort
Our fees will be modest- we understand you are a non-profit
Who We Work With:
Small to mid-sized nonprofits
Faith-based and community organizations; booster clubs, sports associations, animal rescues, churches, food shelves, etc.
Especially Those Who:
Don’t have a dedicated finance team
Run off volunteers or small limited staff
Don’t have many written processes
