Services Designed to Strengthen Your Organization

Ross Strategic Solutions provides flexible financial management and consulting services for small businesses, nonprofits, and community organizations. Services may be provided on an ongoing monthly basis or as part of a specific project.

Bookkeeping & Financial Management

Ideal for organizations that need accurate records, better organization, and ongoing financial support.

·       Monthly bookkeeping support

·       Bank and credit card reconciliations

·       Financial record organization

·       Transaction review and classification

·       Basic financial file maintenance

·       Support for improving bookkeeping processes

Budget Development & Monitoring

Ideal for organizations that want to improve planning, oversight, and financial decision-making.

·       Annual budget development

·       Budget revisions and updates

·       Budget-to-actual monitoring

·       Revenue and expense tracking

·       Planning support for programs or projects

·       Financial forecasting support

Policy Development & Governance Support

Ideal for organizations that need clearer procedures, stronger accountability, and consistent practices.

·       Financial policy development

·       Operational policy review

·       Board governance support

·       Internal procedures and documentation

·       HR-related administrative policy support

·       AI policy and responsible use guidance

AI Governance Consulting

Ideal for organizations beginning to use AI tools and wanting clear, responsible guidelines.

·       AI acceptable use policy development

·       Responsible AI use guidance

·       Risk and readiness discussions

·       Data privacy considerations

·       Board or staff education

·       Practical AI governance recommendations

Financial Reporting

Ideal for leaders and boards who need clear, understandable financial information.

·       Monthly financial statements

·       Budget-to-actual reporting

·       Cash position summaries

·       Board or management reporting

·       Financial review and explanation

·       Customized reports based on organizational needs

Fiscal Management Support

Ideal for organizations needing experienced fiscal guidance without hiring a full-time financial officer.

·       Financial process review

·       Internal control recommendations

·       Fiscal workflow improvement

·       Grant financial tracking support

·       Financial policy support

·       Assistance preparing for board or committee review

Strategic Consulting

Ideal for organizations facing change, growth, or operational challenges.

·       Strategic planning support

·       Organizational assessments

·       Process improvement

·       Project-based consulting

·       Leadership and board support

·       Practical recommendations for operational challenges

Services Not Provided

Important Note

Ross Strategic Solutions does not provide legal advice, tax preparation, tax advice, audit or attestation services, investment advice, forensic accounting, or business valuation services. Clients are encouraged to consult appropriate licensed professionals when those services are needed.

Supporting Organizations That Serve Their Communities

Ross Strategic Solutions works with organizations that need dependable financial management, thoughtful planning, and practical consulting support. Whether your organization is newly formed, growing, reorganizing, or simply trying to improve internal processes, we can help.

Small Businesses

Support for business owners who need organized financial records, budget support, reporting, and practical guidance.

Nonprofit Organizations

Assistance with bookkeeping, board reports, budget monitoring, fiscal processes, and policy development.

Community Organizations

Support for local groups and organizations that need reliable financial practices and clearer processes.

Professional and Civic Associations

Financial reporting, budgeting, governance support, and operational consulting for member-based organizations.

Faith-Based Organizations

Bookkeeping, budget support, reporting, and policy assistance tailored to the needs of faith-based and mission-driven organizations.

Entrepreneurs and Startups

Financial organization, basic systems, planning support, and practical guidance for new ventures.

Support That Fits Your Organization

Every organization is different. Ross Strategic Solutions works with clients to understand their needs, identify priorities, and provide support that is practical, professional, and manageable.