Proactive advisory solutions in operations, financial information system literacy and management

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We help businesses develop and improve controls where People, Processes and Technology result in business growth and sustainability.

Danielle M. Morris

Chief Transformation Officer

As Chief Transformation Officer, Danielle’s passion resides in evolving organizations from zero or manual accounting processes into structured, multifaceted operations systems with written procedures. She specializes in transforming quantitative data into bankable indicators for operational, finance, and information systems stakeholders, leveraging to meet performance metrics and audit readiness. Danielle establishes processes that carry them along their journey and measure what they said they would do.

Services

  • We provide a structured chart of accounts and provide liaison services with accounting and IT resources for system integration/interface conversation for optimal output delivery.

  • We leverage system capabilities to adequately safeguard assets, improve reporting and record keeping, organize transactions for reference (2 CFR 200 Uniform Guidance Requirement), and improve financial health – stakeholders' insight.

  • We assist accounting/finance teams with developing multilevel funder reporting structures for reimbursement and forensic accounting audit preparedness.

  • We provide revenue forecasting, annual and monthly budget vs. actuals analysis, grant proposal budgets, help navigate audits, and develop written procedures and policies.

  • We collaborate with pre-award team(s) throughout the proposal process and post-award program expense tracking, monthly closing, and reporting.

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