Services

Financial support that grows with the organization.

RFA provides day-to-day accounting, reporting, controller support, project work, and specialized grant accounting where needed—giving organizations the financial structure to operate with clarity and confidence.

Modern boardroom with green glass wall and natural light
The service model

Start with the problem. Build the right level of support.

Not every organization needs every service on day one. Engagements can begin with the immediate accounting need and expand as transaction volume, reporting requirements, funding complexity, or leadership needs grow.

A connected finance function

Work that ties together instead of living in silos.

The goal is not simply to complete tasks. It is to create dependable books, useful financial statements, supportable reporting, and better decision-making from the same underlying process.

Core services

Support from transaction detail through financial leadership.

01 · Accounting & Bookkeeping

Reliable monthly accounting that stays clean all year.

We establish a dependable monthly accounting rhythm so balances remain supportable, issues are identified early, and financial statements can be trusted.

  • Month-end close
  • Bank and card reconciliations
  • Journal entries and accruals
  • Accounts payable support
  • Balance-sheet review
  • Financial statement preparation
02 · Grant & Fund Management

Grant accounting that stays connected to the books.

We connect payroll, programs, grants, and the general ledger so allocation methodologies remain efficient, supportable, and understandable.

  • Payroll allocations
  • Restricted-fund tracking
  • Grant schedules
  • Budget-to-actual monitoring
  • Reimbursement support
  • Audit-ready schedules
03 · Financial Reporting

Clear reports for owners, boards, funders, and leadership.

Reliable books become useful information through clear reporting packages, analysis, and context tailored to the people making decisions.

  • Monthly reporting packages
  • Budget-to-actual analysis
  • Cash visibility
  • Board-ready statements
  • Management reporting
  • Trend analysis
04 · Controller Support

High-level oversight without the full-time cost.

Controller support adds financial discipline and review across the accounting function without requiring a full-time finance executive.

  • Process review
  • Internal controls
  • Close oversight
  • Policy support
  • Quality review
  • Leadership guidance
05 · Audit Support

Well-prepared for a smoother audit.

RFA supports the client side of the audit process by keeping books supportable, organizing schedules, and coordinating requested documentation.

  • Audit-ready reconciliations
  • PBC schedules
  • Supporting documentation
  • Auditor coordination
  • Follow-up items
  • Cleanup support
06 · Projects & Cleanup

Fix the problem, then build a process that keeps it fixed.

Focused engagements can address historical issues, inefficient workflows, or accounting structures that need redesign before recurring support begins.

  • Historical reconciliations
  • Account cleanup
  • Workflow redesign
  • Template building
  • Process documentation
  • System transitions

Need something that doesn’t fit neatly into a service box?

Start with the problem. We can determine whether it belongs in an ongoing engagement or a focused project.

Right-sized support

Let’s talk about the right level of support.

RFA can begin with one specific need and grow into a broader outsourced finance relationship.

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