Ongoing
Keep accounting, reporting, and reconciliation connected throughout the year, with clear responsibilities and a regular review process.
How Campaign Compliance & Accounting Support Works
A clear plan.
A collaborative approach.
You can begin with a short conversation about what is happening and where your team needs help. We review the records, responsibilities, and timing, then agree on the work, deliverables, fees, and handoffs before getting started. Ongoing, co-managed, and project support all follow that same clear beginning.
Engagement models
Choose the support that fits your team.
Co-managed
Add financial support alongside your treasurer, consultant, finance team, or counsel, with everyone’s responsibilities clearly agreed.
Project
Get focused help with committee setup, a provider transition, records cleanup, or financial review, with a clear plan for what comes next.
Keep decisions and responsibilities visible
Your consultant, treasurer, finance team, and counsel may already handle important parts of the work. We discuss what each person needs to provide or review, who can approve a decision, and how open questions will move through the team. The aim is a financial process everyone can follow, with reporting and leadership information grounded in the same records.
A clear start
From initial discussion to agreed work.
Describe the situation
Tell us about your organization, the support you need, your existing team, and any upcoming deadline.
Review fit and records
We’ll discuss the available records, your needs, and whether our services and availability are a good fit.
Agree the scope
Together, we’ll agree on responsibilities, deliverables, timing, fees, and approvals.
Connect the financial process
Once the engagement is agreed, we’ll arrange the information needed and begin the work.
Illustrative work
A reconciliation you can follow.
This fictional example illustrates the process. Actual deliverables are agreed with each client.
| Bank statement balance | $53,300 |
|---|---|
| Outstanding payment | ($300) |
| Adjusted bank balance | $53,000 |
| Book balance | $53,000 |
| Difference | $0 |
Document the exceptions
- Missing invoice: request source documentation.
- Unclear classification: review the underlying records and reporting treatment.
- Outstanding payment: confirm timing and subsequent bank activity.
We agree on review responsibilities with your team and refer legal questions to qualified counsel.
Discuss your needs
Let’s talk about
how we can help.
Tell us a little about your organization and the support you’re looking for. If you have an upcoming deadline, please include it. We’ll follow up to discuss your needs and the next steps.
A brief summary is all we need to get started. Please leave bank records, donor information, passwords, and confidential documents out of this form.
Prefer to email us? info@ferrenhallcompliance.com