Our Interim CFO and Controller Services:

  • Oversight of finance department staff
  • Month end close
  • Oversight of the banking function
  • Cash management and forecasting
  • Monitoring of investments
  • Presentation of financial results to the Finance Committee and Board of Directors
  • Financial orientation/training for Board and management
  • Federal, corporate and foundation grant application and compliance
  • Indirect cost rate applications for federal grants
  • Oversight of the annual audit, tax compliance, and internal controls
  • Grant reporting and compliance
  • Restricted fund tracking
  • Review of cost allocation methodology and analysis of program costs
  • Assessment of finance department structure and staffing
  • Creation of data-driven dashboards and easy-to- understand financial statements
  • Financial process streamlining
  • Budgeting and forecasting enhancements
  • Cash management and forecasting

Outsourced Accounting Services

Testimonials

  • “We have nothing but positive things to say about Tate & Tryon! They fully manage our accounting functions. This has allowed us to concentrate on our core mission and allows us to work as efficiently as possible while giving us the financial insight we need to confidently manage our organization.”

    John Kelly, President, and Lorraine Hurlbutt, Director
    JEDEC

  • “As a small nonprofit I have found T&T’s outsourcing services to be invaluable. I really appreciate that T&T understands the world of small nonprofits and is able to work with our limited resources and still provide solutions that are efficient and reasonable for our operations. I am comfortable knowing I have them to handle the finances and my team can concentrate on our core programs and initiatives.”

    Laura Levine, President and CEO
    Jump$tart Coalition

  • “Tate & Tryon has been faithfully serving NAILBA for over 10 years.  We consider them to truly be an extension of our own staff. They are responsive at any and all levels, and are always willing to answer questions or provide additional information. The Tate & Tryon folks are always personable and professional.”  

    Jack Chiasson, CAE, Chief Executive Officer

    National Association of Independent Life Brokerage Agencies

INSIGHTS & RESOURCES

Case Study: How Tate & Tryon improved RAD-AID’s GuideStar Financial Transparency Rating from a Bronze Star to a Gold Star

Case Studies09/19/2017

The Challenge
Since its inception, RAD-AID International has expanded to more than 6,100 volunteers in 20 countries.  Management desired real-time and meaningful programmatic and geographic data to monitor outcomes, allocate resources, and plan for continued growth.  Another operational imperative was a more efficient cloud-based volunteer expense reporting and reimbursement system. RAD-AID needed a partner with a […]

Case Study: How to Streamline Accounting Processes to Better Support Global Business

Case Studies09/19/2017

The Challenge
The Higher Education User Group (HEUG) began in 2001 with just eight Oracle users that wanted to collaborate and facilitate the sharing of ideas, information, and experiences among users of Oracle application software. Today HEUG boasts over 23,000 users from over 900 campuses and 34 countries.  But with that kind of massive growth, HUEG […]

Case Study: How to Improve Collaboration Among Staff Members Working in Disparate Locations?

Case Studies09/19/2017

The Challenge
The Society for Simulation in Healthcare (SSH) was established in 2004. Their mission; to improve performance and reduce errors in patient care using simulation. SSH serves over 3,200 clinicians, physicians, nurses, researchers, educators, and developers around the world.  Collaboration with staff members in numerous locations was a challenge and providing accurate and timely management […]

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