• Bookkeeping and bill payments
  • Setup, clean up and catch up of your accounting system, general ledger, chart of accounts
  • Budgeting and forecasting
  • Financial analysis and reporting
  • Internal control assessment and adjustment
Oversight Management offers:

We provide remote bookkeeping services which include:

  • Recording income as it is received, as well as tracking pledges and invoices to customers.
  • Recording expenses (either cash or accrual basis); and allocating expenses between programs, fundraising and administration.
  • Reconciling bank accounts, investment accounts and credit card statements.
Grant Reporting

We can track restricted income and expenses and provide specific financial reports for grant applications and reporting.

Budgeting & Planning

We work closely with management to prepare annual budgets and put plans in place to maintain financial health and stability.

Audit Preparation

We can prepare your organization for an audit, whether it's your first audit, or a regular annual audit. We work with auditors to provide the PBC list, and be the point-person for the auditors throughout the process.

  • Talent management. Recruiting and onboarding new hires
  • Compliance. Legal and regulatory management
  • Workplace policy and safety. Updating, creating and maintaining employment policies that foster a healthy work environment
  • Compensation and benefits. Handling employee wages and employee retention strategies
  • Training and development. Providing your employuees with the tools necessry to succeed in their role, from orientation to professional development

We provide expert, hands-on service along with a unique and a structured approach to human resources, payroll and benefits administration within organizations that need setup of HR, timesheets, retirement and other personnel-related activity.

OM streamlines all of your HR management needs from payroll to time and attendance to personnel and leave management. We review your policies and procedures or assist in creating or revamping your existing resources. Your organization’s policies and procedures serve as the template that should be updated periodically to reflect the culture and guidelines backbone of your organization. 

We assess your organization’s need for any of the following:

  • Payroll setup and processing
  • Employee benefit consulting and implementation
  • Employee training
  • Hiring and recruitment (including sourcing, attracting, and selecting)
  • New employee onboarding and training
  • Staff retention and development
  • Employee offboarding process and facilitation of exit interviews
  • Setup of HR systems
  • Applying for your nonprofit status
  • Supporting leadership with coaching
  • Providing workshops for better understanding of your finances
  • Board development training workshops to discuss the governance, mission, vision and strategy of the organization
  • Reinforcing the ethics and accountability of your organization

Understanding that a nonprofit is an organization, with a charitable mission, that is not driven by profit but by dedication to a given cause that is the target of all income beyond what it takes to run the organization. Within that structure, every nonprofit must observe the "square" that creates a successful organization.

The governance function of a nonprofit is characterized by the responsibility to provide general oversight, strategic direction, guidance and accountability to the organization and its operations. The term ‘governance’ generally refers to the functions of the board of directors, but it also relates very much to the relationship and interaction between the board and the executive staff of the organization. Effective governance depends, to a great extent, on the working relationship between board and top management. 

Administration. The administrative function serves to manage and control the resources available to the organization for all of its operations and programs It is a central support service for the rest of the organization. Administrative functions include budget, finance and accounting, procurement, general services, personnel, facilities management and other like functions. Some might include fundraising or member services in this category, but these activities are really distinct functions in and of themselves. There is almost always pressure in a nonprofit organization to minimize administrative costs as a percentage of overall costs in order to show that resources are used for programs as much as possible. 

Programs. The programs are the heart and soul of a nonprofit. They are the means by which the organization pursues its mission. Resources are allocated to specific programs in order to accomplish the goals set for each program. It often helps to think of programs in terms of inputs, process, outputs and outcomes. Inputs are the various resources needed to run the program (money, facilities, clients, program staff, etc.). The process is how the program is carried out (clients are counseled, children are cared for, art is created, association members are supported, etc.). The outputs are the units of service (number of clients counseled, children cared for, artistic pieces produced, or members in the association, etc.). Outcomes are the impacts on the clients receiving services (increased mental health, safe and secure development, richer artistic appreciation and perspectives in life, increased effectiveness among members, etc.). 

Fundraising. Some would include the fundraising function as part of administration, but it really is a function all to itself — a specialty unique to the nonprofit world. Perhaps fundraising itself is not unique, but the pitch is. In the nonprofit arena, the “ask” is based not on showing contributors that a great ‘return on investment’ can be made, but rather on showing contributors that they can participate in the successful achievement of the organization’s vision and mission. Donors have to be sold on your vision and mission, and on your ability to perform. Their ‘return on investment’ is to see good things being done with their money and, in some cases, to earn goodwill as a result.