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Roberta Katz Consulting Brochure

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What Sets Roberta Apart Having worked in senior financial management positions at major nonprofit organizations for 15 years Roberta experienced the dayto day challenges faced by nonprofit finance departments and successfully implemented innovative and practical solutions As a result the consulting services Roberta offers to nonprofit organizations provide advice guidance and tools that have proven to be effective in building and maintaining strong finance departments A strong finance department is the foundation upon which you build and maintain a strong nonprofit organization ROBERTA KATZ CONSULTING ROBERTA KATZ CONSULTING Nonprofit Finance Consultant Helping Nonprofit Organizations Build and Maintain Strong Finance Departments Contact Information robertapkatz gmail com 917 359 1158 Visit my website www rpkatzconsulting com www rpkatzconsulting com

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Published Articles Webinars Finance Checklist Does Your Nonprofit Finance Department Have Proper internal controls to safeguard your organization s assets ensure reliable financial reporting compliance with laws regulations Documented implemented enforced effective policies procedures to mitigate the risk of fraud Automated technology to streamline processes increase transparency improve financial reporting Roberta Katz MBA CONSULTING SERVICES Process Analysis Redesign Evaluate processes to improve efficiency maximize productivity effectively allocate human resources Fraud Risk Management Identify evaluate areas at risk for fraud and recommend processes to mitigate the risk Accounting Policies Procedures Review evaluate current policies procedures assist in creating an Accounting Policies Procedures Manual Technology Implementation A monthly closing process to ensure the integrity of financial data Provide support in the selection setup implementation administration of automated systems Clearly defined documented staff roles responsibilities Develop a formal system to prepare for and oversee the annual financial audit process Audit Readiness Preparation Making the Transition to the Nonprofit Sector An Insider s Perspective The CPA Journal 6 Steps for Managing Independent Contractors The NonProfit Times Preventing Fraud in Nonprofit Organizations How to Effectively Manage an Employee Credit Card Program LinkedIn 5 Critical Missed Steps in the Nonprofit Procurement Process LinkedIn The Accounting Policies and Procedures Manual An Essential Document for Nonprofit Organizations LinkedIn www rpkatzconsulting com articles Webinars 6 Building Blocks of a Strong Nonprofit Finance Department How to Create an Accounting Policies Procedures Manual www rpkatzconsulting com webinars

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Published Articles Webinars Finance Checklist Does Your Nonprofit Finance Department Have Proper internal controls to safeguard your organization s assets ensure reliable financial reporting compliance with laws regulations Documented implemented enforced effective policies procedures to mitigate the risk of fraud Automated technology to streamline processes increase transparency improve financial reporting Roberta Katz MBA CONSULTING SERVICES Process Analysis Redesign Evaluate processes to improve efficiency maximize productivity effectively allocate human resources Fraud Risk Management Identify evaluate areas at risk for fraud and recommend processes to mitigate the risk Accounting Policies Procedures Review evaluate current policies procedures assist in creating an Accounting Policies Procedures Manual Technology Implementation A monthly closing process to ensure the integrity of financial data Provide support in the selection setup implementation administration of automated systems Clearly defined documented staff roles responsibilities Develop a formal system to prepare for and oversee the annual financial audit process Audit Readiness Preparation Making the Transition to the Nonprofit Sector An Insider s Perspective The CPA Journal 6 Steps for Managing Independent Contractors The NonProfit Times Preventing Fraud in Nonprofit Organizations How to Effectively Manage an Employee Credit Card Program LinkedIn 5 Critical Missed Steps in the Nonprofit Procurement Process LinkedIn The Accounting Policies and Procedures Manual An Essential Document for Nonprofit Organizations LinkedIn www rpkatzconsulting com articles Webinars 6 Building Blocks of a Strong Nonprofit Finance Department How to Create an Accounting Policies Procedures Manual www rpkatzconsulting com webinars

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Published Articles Webinars Finance Checklist Does Your Nonprofit Finance Department Have Proper internal controls to safeguard your organization s assets ensure reliable financial reporting compliance with laws regulations Documented implemented enforced effective policies procedures to mitigate the risk of fraud Automated technology to streamline processes increase transparency improve financial reporting Roberta Katz MBA CONSULTING SERVICES Process Analysis Redesign Evaluate processes to improve efficiency maximize productivity effectively allocate human resources Fraud Risk Management Identify evaluate areas at risk for fraud and recommend processes to mitigate the risk Accounting Policies Procedures Review evaluate current policies procedures assist in creating an Accounting Policies Procedures Manual Technology Implementation A monthly closing process to ensure the integrity of financial data Provide support in the selection setup implementation administration of automated systems Clearly defined documented staff roles responsibilities Develop a formal system to prepare for and oversee the annual financial audit process Audit Readiness Preparation Making the Transition to the Nonprofit Sector An Insider s Perspective The CPA Journal 6 Steps for Managing Independent Contractors The NonProfit Times Preventing Fraud in Nonprofit Organizations How to Effectively Manage an Employee Credit Card Program LinkedIn 5 Critical Missed Steps in the Nonprofit Procurement Process LinkedIn The Accounting Policies and Procedures Manual An Essential Document for Nonprofit Organizations LinkedIn www rpkatzconsulting com articles Webinars 6 Building Blocks of a Strong Nonprofit Finance Department How to Create an Accounting Policies Procedures Manual www rpkatzconsulting com webinars

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What Sets Roberta Apart Having worked in senior financial management positions at major nonprofit organizations for 15 years Roberta experienced the dayto day challenges faced by nonprofit finance departments and successfully implemented innovative and practical solutions As a result the consulting services Roberta offers to nonprofit organizations provide advice guidance and tools that have proven to be effective in building and maintaining strong finance departments A strong finance department is the foundation upon which you build and maintain a strong nonprofit organization ROBERTA KATZ CONSULTING ROBERTA KATZ CONSULTING Nonprofit Finance Consultant Helping Nonprofit Organizations Build and Maintain Strong Finance Departments Contact Information robertapkatz gmail com 917 359 1158 Visit my website www rpkatzconsulting com www rpkatzconsulting com

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What Sets Roberta Apart Having worked in senior financial management positions at major nonprofit organizations for 15 years Roberta experienced the dayto day challenges faced by nonprofit finance departments and successfully implemented innovative and practical solutions As a result the consulting services Roberta offers to nonprofit organizations provide advice guidance and tools that have proven to be effective in building and maintaining strong finance departments A strong finance department is the foundation upon which you build and maintain a strong nonprofit organization ROBERTA KATZ CONSULTING ROBERTA KATZ CONSULTING Nonprofit Finance Consultant Helping Nonprofit Organizations Build and Maintain Strong Finance Departments Contact Information robertapkatz gmail com 917 359 1158 Visit my website www rpkatzconsulting com www rpkatzconsulting com