beyond the bottom line - services sheets

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Page 1: Beyond the Bottom Line - Services Sheets

Our search professionals know the key to finding the right full-time financial executive for your nonprofit or social enterprise begins with a deep understanding of what you really need. So while most search firms focus on collecting resumes, we focus on collecting information — the kind of “under the radar” details that ultimately result in finding the best candidates with the most appropriate skill sets and personality types for your organization.

At Beyond the Bottom Line, we understand you need qualified, strategic, motivated leaders to run your financial operations because that’s exactly what our interim and outsourced CFOs have been providing our clients since 1998.

We also know what it’s like to sit in your chair, on the hiring side of the desk. Our executive search team has years of first-hand experience hiring corporate staff.

Add to that a dozen years of top-notch recruitment experience and Beyond the Bottom Line offers a unique, exceptionally well-rounded search team that knows what to ask, who to ask and how to spot top talent when they see it.

Assessing Your Needs: We start by asking you the right questions. When we take the time on the front end to assess your current situation, organizational culture, team dynamics, “pain points” and actual job responsibilities, we create the kind of candidate profile that vastly improves the likeli-hood your applicants will match your needs.

Then, by reaching out to specific target audiences and using sophisticated screening and interviewing techniques, we refine your search even further to deliver better results.

By digging deeper to assess your needs and your candidates, our Executive Search teamdelivers unparalleled results.

Beyond the Bottom Line helps nonprofits and social enterprises take control of their numbers so they can achieve greater financial success. Through financial assessments, interim CFO services, executive searches and outsourced accounting services, BTBL operates as an objective, hands-on financial partner on an as-needed basis. Since 1998, our executive-level professionals have filled leadership and advisory roles for more than 175 organizations.

You don’t have to choose between a better world and the bottom line.

Assessing Your Candidates:Your top candidates will be fully vetted by a Beyond the Bottom Line CFO. The most effective person to assess CFO candidates is another CFO — someone who’s been there, done that, and can differentiate between what candidates say about their abilities and what their experiences actually bear out.

That’s why we only present you with candidates who have been interviewed by one of our CFOs. You can be assured each candidate will possess the intelligence, core compe-tencies and technical skills needed to perform the job from day one. Your remaining task: choose the one who’s the best cultural fit for your organization.

Focused on 100% success.

Finding the right financial executive for your organization is so much more than filling an empty seat. It’s making a strategic, long-term decision that starts and ends with the quality of your assessments — from uncovering your true needs to analyzing your candidates’ abilities.

BEY NDt h e b o t t o m l i n e

Finding the right CFO starts with asking theright questions . . . before you start to search.

Beyond the Bottom Line 1-888-358-5353

www.beyondtbl.com

Executive Search Services

Page 2: Beyond the Bottom Line - Services Sheets

Or maybe a combination of all three? Beyond the Bottom Line’s nonprofit and social enterprise experts know where to look to uncover accounting trouble spots. With our Financial & Accounting Assessment, you get a thorough, objective, third-party review that tells you exactly what’s going on with your numbers, plus detailed, actionable recommendations to get you back on track.

The decisions you make every day are based on the assumption that your numbers are right.

Yet, there are literally dozens of areas where mistakes or flawed projections can lead to a ripple-effect of problems. Beyond the Bottom Line evaluates each of those areas, then guides you in creating the highly functioning, proactive accounting department you need in today’s economic climate.

Our Finance & Accounting Assessment answers critical questions, such as: • How is your financial information being recorded,

reported and used to make projections and strategic plans?

• Does your staff have the time, skills and expertise to answer all of your questions and give you full control of your numbers?

• Does your team understand how policies and procedures should be applied and why?

• Do authorized signers know what to look for before they sign contracts, checks, invoices, reports and other important documents?

The solution begins with pinpointing the source of your financial challenges.

Beyond the Bottom Line helps nonprofits and social enterprises take control of their numbers so they can achieve greater financial success. Through financial assessments, interim CFO services, executive searches and outsourced accounting services, BTBL operates as an objective, hands-on financial partner on an as-needed basis. Since 1998, our executive-level professionals have filled leadership and advisory roles for more than 175 organizations.

You don’t have to choose between a better world and the bottom line.

Your Assessment Report will be board-ready, including a set of action items to help your team: Manage your back office operations to assure all transactions, financial statements, analysis and controls are timely and accurate, and all reports are generated and reviewed according to best practices.

Manage your cash flow, including projecting inflows and outflows, managing financing mechanisms and develop-ing strategies to meet requirements throughout the year.

Comply with all necessary policies, starting with your own written internal policies and including funder restrictions, regulatory and oversight bodies.

Develop and continually analyze a realistic financial plan that’s fully integrated with your strategic plan and your budget.

With impartial advice on how to improve your financial operations — including policies, procedures, staffing, reporting and internal controls — you can tackle even the most challenging financial issues and take your organization to the next level of success.

BEY NDt h e b o t t o m l i n e

There’s a reason your numbers aren’t quite right . . . but what is it? Your staff? Technology? Processes?

Beyond the Bottom Line 1-888-358-5353

www.beyondtbl.com

Financial & Accounting Assessment

Page 3: Beyond the Bottom Line - Services Sheets

B DEYIt’s a pretty simple concept: healthier nonprofits and social enterprises can deliver more services to more people in need. That’s why Beyond the Bottom Line offers free expertise to help organizations get over financial hurdles. Need financial advice? Objective answers to tough questions?

Pro Bono ServicesOur financial expertise is especially valuable to those facing immediate challenges or who can’t afford our services right now. By donating time to organizations in need, we help them better understand their situations, strengthen their financial health and get on track for achieving their missions.

Ask the CFOHaving the right answer at the right time can set the course for future success. That’s why our CFOs offer high-level executives at nonprofits and social ventures 30-60 minutes of our time at no charge. When an objective, expert third-party opinion is important, it’s time to Ask the CFO.

Board MembershipOur principals serve on the boards of directors of several nonprofits. It’s worth the dedication because long-term financial guidance makes for a stronger, healthier organization to serve the community.

Take us up on our offer. We want to help you succeed.

Beyond the Bottom Line helps nonprofits and social enterprises take control of their numbers so they can achieve greater financial success. Through financial assessments, interim CFO services, executive searches and outsourced accounting services, BTBL operates as an objective, hands-on financial partner on an as-needed basis. Since 1998, our executive-level professionals have filled leadership and advisory roles for more than 175 organizations.

You don’t have to choose between a better world and the bottom line.

By having a seat at the table, we also get an insider’s view of the issues nonprofits face every day, so we know first-hand where our clients are coming from.

Free Breakfast SeminarsIf you’re a CEO, executive director or senior financial executive, you can join us at locations throughout the DC and NYC areas for honest, in-depth answers to questions about important issues facing the community right now. The lively back-and-forth is rich with useful information, and you can learn a lot from answers to other people’s questions, too.

Career CoachingWe want to help other financial executives succeed by sharing the perspective we’ve gained. CFOs who are between jobs, might lose their jobs or are in other transitions can receive advice on how to plan a job search, refine a résumé, negotiate salaries or manage other career-development issues.

Nt h e b o t t o m l i n e

“Corporate responsibility” isn’t something we do. It’s something we live.

Beyond the Bottom Line 1-888-358-5353

www.beyondtbl.com

Giving Back