Services Offered
Outsourced CFO
Consider MS Strategic Services for your outsourced Chief Financial Officer, on a temporary or permanent basis. We have years of financial leadership experience and love to work with organizations of all sizes.
Enhance Your Financial Presentations
Do you need to take your presentations to the next level? MS Strategic Services will synthesize your data to create impactful visuals and dashboards. We take time to learn about your needs and audiences, and then tailor your reports accordingly.
Prepare for Audits
We know that audits can be overwhelming. Let us help you prepare for audits ahead of time, as well as coordinate with auditors while they do field work. We create clear organizational systems and structures that can be easily accessed by external auditors and internal staff.
Train Your Board and Your Staff
Does your Board need help interpreting financial statements? Do your programmatic staff need better tools to understand their budgets? We create customized trainings to help your team deeply understand your finances.
Budget, Forecast, and Plan For Your Future
We love budgeting, and we want to make your planning process as pain-free as possible. We create streamlined, clear budget reports for your teams. We also understand the intricacies of grants and restricted funding and will ensure that you are able to effectively forecast and plan for your future.
Elevate the Power of Your Data
We evaluate your financial and programmatic data, then work with you to enhance how information flows into and out of your systems. We will advise you on selecting the ideal systems to meet your unique needs.
Form Your New Organization
We specialize in the formation of 501(c)(3) and 501(c)(4) organizations. We will work with you on forming an entity and filing necessary documents with the IRS and other authorities. We can help with your IRS Form 990 and ensure that you maintain your nonprofit tax-exempt status from year to year.
And More
Would you like an assessment of your internal controls? Are you having a hard time deciding on an ERP system? Do you need a better system for tracking restricted versus unrestricted funds? We are nonprofit financial experts and we are here to optimize your organization's finances.