Customized Solutions
Do you need customized advice or assessments on financial systems? Or Finance Department staffing, policies, and procedures?
Testimonial
I am extremely grateful to Preeti Kulkarni for her guidance …. She successfully managed the Finance team, guided them through the audit and the complexities of appropriate revenue recognition, led the hiring process for the new Director of Finance and new Investment Management Firm, and served as a thought partner to the Board and Executive Director. When I started, she had an organized on-boarding plan for me and set me up for success in my new role. She was a trusted advisor and mentor – it was a pleasure working with Preeti!
— Andrea Massey, Director of Finance, Legal Aid Justice Center
With extensive experience, we provide customized solutions for clients who want comprehensive data and guidance as it pertains to organizational needs. This includes custom advice on financial systems, finance department staffing, policies/procedures, onboarding new staff and solutions for implementing changes.