SERVICES
At JP Latz Advisors, we provide a flexible range of services for our clients:
Assessments
We conduct in depth evaluations of current financial practices and workflow and report on key observations, recommendations, and solutions.
Part-Time CFO
We elevate your team with the addition of CFO support, delivering executive level financial and strategic expertise for only the hours needed.
CFO Consulting
We can enhance your finance team as needed, providing project-based work such as Board meeting presentations, audit oversight, budgeting, cash flow forecasting and monthly reporting.
Interim CFO
We can step in on an interim basis, conduct technical screens of CFO candidates and ensure the day-to-day financial operations run smoothly during the transition.
CFO Coaching
We offer training and on-call support in best practices, fielding questions and delivering resources to boost your existing team.
Special Projects
We can assist with special projects such as financial modeling, accounting system fine tuning and investment due diligence.
Specialty Areas
Nonprofits
We have developed best practices in nonprofit financial management to ensure your organization can thrive. We work to build reserves, track campaign funds, fine tune accounting systems and create high quality, custom reports for better visibility of financial performance throughout the organization. We deliver a level of professionalism which will elevate your profile with key donors and your Board.
Evaluation of organization’s financial health and delivery of recommendations
Assessment of current financial practices and team
Coaching existing finance and accounting staff
Monthly financial reports for management and Board members
Financial modeling, budgeting, forecasting, pricing review, historical trend analysis
Analyzing accounting system structure and implementing improvements
Board and Finance Committee meeting financial presentations
Oversight of the audit and 990 process and coordination with external auditors
Management, tracking and reporting of restricted grants and capital campaign funds
Financial analysis and reports for grant applications
Cash flow management strategies and evaluating bank financing when required
Financial projection models for strategic plans
Private Companies
We strengthen your management team by bridging the gap between senior leadership and finance and accounting staff, creating the organization, sophistication, and clarity you need to take your business to the next level. We are focused on adding structure, delivering transparent reporting, and providing the financial insight that drives decision making as you grow.
Evaluation of business financial health and delivery of recommendations
Assessment of current financial practices and team
Coaching existing finance and accounting staff
Financial modeling, budgeting, forecasting, pricing review, historical trend analysis
Creation of customized financial reports for management and Board members
Development of investor presentations
Cash flow management and evaluation of bank financing options when needed
Analyzing accounting system structure and implementing improvements
Board meeting financial presentations
Oversight of the audit process and coordination with auditors
Advisory support for corporate and strategic transactions (mergers, acquisitions, ownership
transitions, sales/dispositions)
Development of long range strategic and business plans
Foundations
Our work with Foundations combines nonprofit financial expertise and corporate insight. We develop operating budgets, interface with investment advisors and facilitate grant cycle and fundholder reporting. Our collaborative approach with management and Boards ensures strong stewardship and enduring impact.
Evaluation of foundation operation’s financial health and delivery of recommendations
Assessment of current financial practices and team
Coaching existing finance and accounting staff
Creation of customized financial reports for management, fundholders and Board members
Budgeting, forecasting, historical trend analysis
Coordinate with investment managers and analyze reporting
Facilitate general grant cycle in coordination with leadership
Development of fundholder presentations
Board and Finance Committee meeting financial presentations
Analyzing accounting system structure and implementing improvements
Oversight of the audit and 990 process and coordination with auditors
Development of long range projections for strategic plans