Bookkeeping, Budgeting, and CFO Support — All in One Place
From daily bookkeeping to strategic CFO support, Pichard Consulting Group provides end-to-end financial services tailored for nonprofits, startups, and small businesses.
Bookkeeping & Transaction Management
- Accurate recording of all income, expenses, and journal entries
- Bank and credit card reconciliations
- Categorization aligned with industry standards and tax compliance
Accounts Payable & Receivable Oversight
- Invoice processing and vendor payments (ACH, check, wire)
- Vendor onboarding and W-9/1099 tracking
- Client billing, receivables aging reports, and collection tracking
Budgeting & Cash Flow Planning
- Custom-built budgets aligned with business goals
- Cash flow projections to support confident financial decision-making
- Monthly budget vs. actual analysis
Financial Reporting
- Monthly, quarterly, and year-end reports (P&L, Balance Sheet, Cash Flow)
- Grant and funding-specific reporting for nonprofits
Virtual Controller Services
- Oversight of financial processes and reporting cycles
- Internal controls and policy development
- Coordination with external accountants, auditors, and funders
Virtual CFO Services
- High-level strategic financial guidance
- Forecasting, scenario planning, and growth modeling
- Board reporting and investor-ready financial presentations
Compliance & Year-End Readiness
- 1099 and W-2 tracking and preparation
- Grant reporting compliance (federal, state, private funding)
- Coordination with CPA for tax filings