Client Onboarding
Welcome to C. Rankin Designs Consulting. We’re excited to partner with you in supporting your organization’s financial health and mission impact.
What to Expect
Our goal is to provide accurate, transparent, and reliable financial management so you can focus on serving your community.
- Clear financial processes
- Consistent reporting
- Ongoing communication and support
Our Services
- General Bookkeeping
- Accounts Payable & Bill Payment
- Accounts Receivable
- Bank Reconciliation
- Financial Statements & Reports
- Budget Preparation & Monitoring
- Grant Budget Tracking
- Payroll & Check Registers
- Audit & Tax Filing Support
- Customized Reporting
First 30–60 Days
Setup & Access
Secure access, system review, and document collection.
Cleanup
Organizing transactions and correcting errors if needed.
System Alignment
Setting up tracking, chart of accounts, and reporting structure.
Reporting
Delivery of your first financial reports.
What We Need From You
Access
- Accounting software
- Bank and credit card (view-only)
- Payroll systems
- Fundraising platforms
Documents
- Bank statements
- Grant agreements
- Budget (if available)
- Outstanding invoices
Ongoing Responsibilities
- Submit receipts and invoices promptly
- Approve expenses in a timely manner
- Respond to questions as needed
How We Manage Your Finances
- Accurate transaction recording and coding
- Monthly bank reconciliations
- Expense and payment management
- Revenue and receivables tracking
- Payroll recording and tracking
- Clear financial reporting
- Budget monitoring and analysis
- Grant tracking and compliance
- Audit and tax preparation support
Communication & Reporting
Monthly
- Bookkeeping updates
- Bank reconciliations
- Financial reports
Quarterly (if applicable)
- Financial review meetings
- Budget analysis
- Grant tracking review
Response Time: 24–48 hours
Key Policies
- Timely submission of documents is required
- All expenses must be approved before payment
- All transactions must have documentation
- Financial transparency is a priority
Security & Confidentiality
- Secure systems and storage
- Restricted access to authorized users
- Confidential handling of financial data
Your First Steps
- ✔ Sign agreement
- ✔ Provide documents
- ✔ Systems access
- ✔ Schedule kickoff meeting
We’re Ready to Support You
Strong financial systems create stronger nonprofits—and we’re here to help you build both.