Staffed by nonprofit accounting experts, the PowerUP solution by JMT includes assistance with:

• Accounting – JMT can assist with all general accounting services, recording transactions, making payments, processing payroll, etc.
• Reporting –With PowerUP, JMT staff will create reports and adjust custom report formats as needed. JMT will also assist with report validation, updates, and scheduling to ensure your nonprofit has the accurate data you need– when you need it.
• Analysis and Recommendations –  With PowerUP, JMT will review your internal operations and systems and provide recommendations and feedback on alternative ways to achieve the desired result. We will focus on what you can do to improve now while also presenting a vision for the future.
• Data Visualization – At JMT, we have found that presenting data visualizations to specific audiences can be more compelling than submitting a detailed financial report. We can help by creating various types of graphs and charts from your systems in a more visual format.
• Audit Turnaround – JMT will perform account/sub-ledger reconciliations for your nonprofit, audit reporting, adjustments, general system clean-up, and audit preparation.
• Forecasting – Your PowerUP partners will assist your internal team with forecasting processes, including interaction with your staff and back-office systems. In addition, JMT will create supporting forecasting reporting materials and make adjustments over time.
• Budgeting –  JMT can support your organization in accurately and quickly preparing your annual budget or performing budget adjustments as needed. The PowerUP staff can also support proper Budget to Actual reporting utilizing updated Budgets.
• Board Reporting – As nonprofit experts, we know preparing for Board meetings can be exhausting. The need to present information in specific ways, using specific reports in particular formats, can add tremendous pressure to limited staff. The JMT PowerUP team will ensure your team has the information you need in the appropriate form to help ensure a successful meeting.
• Policies and Procedures – JMT will provide formal documentation for processes, policies, and procedures. As we review processes and implement best practices, we will provide written documentation of any operational changes or recommendations for future reference. Whether we are updating existing materials or creating new documents, we will work to ensure information is accurate and concise.
• Education and Training – We know a well-trained staff is critical to sustaining your nonprofit. The JMT PowerUP team will provide financial system and process training to new or existing team members.