With a special focus on Non Profit Corporations and Small Businesses, Alligood Consulting offers the following services:
Financial Reporting and Analysis
Assistance with preparing internal and external financial reports to allow management and stakeholders to better understand the financial condition and direction of the company. Creation of ad hoc reports at management/Board request.
Budgeting and Forecasting
Preparation of current budgets, considering historical data and changing conditions, as well as building scenario analyses factoring in multiple varying assumptions. Building forecasting models to consider various scenarios.
Audit and Tax Compliance Assistance
Bringing a unique background of both audit and tax experience to ensure compliance with the ever changing compliance regulations. Able to assist external auditors with workpaper preparation as well as review tax returns prior to submission, including estimated taxes when applicable.
Process Improvements
Review current processes and procedures, identifying areas of improvement and implementing positive change to create operational efficiencies, cut costs and enhance capacity of staff and management.
Investment Management
Review the current investment management operating environment, develop or review the organization’s Investment Policy Statement, assess current investment advisors and performance, and present various investment operating models for management’s consideration.
Project Management
Assist management with various projects, ensuring timely and effective processes to achieve desired results.
Internal Controls Assessment
Review current internal controls environment, identify potential weaknesses and risks, and recommend enhancements to overall control environment, with an eye towards maintaining or improving operational efficiency.
Other Services
My unique and diverse audit, tax and financial background enables me to provide the following additional services:
General business consulting, financial and tax planning, governance, technical research, technology enhancements, CFO/Controller coaching, other services as requested.