Our Process
Nonprofits and small businesses excel because of our detail-oriented processes.
Onboarding
We’ve designed a 4 step process to launch our recurring engagement and begin working towards a sound financial future.
Kickoff Call
We’ll meet with you right away to evaluate your business operations and financials, and to collect other necessary information.
Software Setup & Training
We’ve put in a lot of effort to find and learn the best tech stack so you don’t have to. We’ll get everything setup and teach you what’s necessary.
Process & Workflow Optimization
We’ll review and document your processes and make recommendations for improvements. From there, we can align our process with yours to ensure we consistently meet our promises to you.
System Stabilization
We’ll meet with you one last time to ensure onboarding success, get your feedback, and outline how recurring monthly services will work.
Our Profit-Focused Approach
We’ve worked remotely with nonprofits and small businesses all over the United States. Our approach of profit-focused accounting allows us to cater our services to the needs of individual organizations.
Meetings and Services
To ensure financial success, we provide support via scheduled meetings with management focused on specific aspects of your finances.
Fund Development
We will routinely take a deep dive together to analyze future funding so you’re prepared to make the right asks at the right time.
Financial Statement Review
Financial statements allow us to identify successes, analyze areas for improvement, and set goals for the next round of financial statements.
Fund Development
We will routinely take a deep dive together to analyze future funding so you’re prepared to make the right asks at the right time.
Financial Statement Review
We will routinely take a deep dive together to analyze future funding so you’re prepared to make the right asks at the right time.
KPI Strategy
What does success look like to your organization? Is it more funding? Is it lowering your cost per participant? Together, we’ll set and review quarterly goals and analyze how those affect your financial results.
KPI Strategy
What does success look like to your organization? Is it more funding? Is it lowering your cost per participant? Together, we’ll set and review quarterly goals and analyze how those affect your financial results.
Financial Forecasting
Our dynamic forecasts will help us analyze future business decisions so you understand the full implications on your financials, allowing you to adapt to changing environments quickly and confidently.
Financial Forecasting
Our dynamic forecasts will help us analyze future business decisions so you understand the full implications on your financials, allowing you to adapt to changing environments quickly and confidently.
Resource Planning
People are your most important asset, but only when they are aligned with your company objectives. We like to think of ourselves as the ‘glue’ that connects your people with your finances.
Resource Planning/Ad-Hoc Projects
People are your most important asset, but only when they are aligned with your company objectives. We like to think of ourselves as the ‘glue’ that connects your people with your finances.
Ad-Hoc Projects
Where else does your organization need financial assistance? At Velu, we can help with any accounting and bookkeeping headaches you may be experiencing.
Ad-Hoc Projects
Where else does your organization need financial assistance? At Velu, we can help with any accounting and bookkeeping headaches you may be experiencing.
Schedule a consultation
Getting started is free! Let’s hop on a call and start building a financial foundation for your organization or business.