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FINANCIAL LEADERSHIP & BUSINESS SERVICES

ADVANCING YOUR BUSINESS

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SERVICES

Professional Services

  • Financial Leadership focused on:

    • Business growth & advancement

    • Helping nonprofits maximize their mission

  • Bookkeeping & accounting

  • Planning, Budgeting & Forecasting

  • Business loan applications – with banks and other lenders

  • Difficult financial, back-office and administration projects

  • Experienced and versatile leadership

  • A member of your team – on an as-needed basis

Business Analysis, Reporting, Metrics

  • Vision, Goals & Strategy

  • Establish systems and processes to capture data

  • Data analysis and metrics of:

    • Financial effectiveness and profitability

    • Operational performance

    • Customers/Donors/Revenue/Giving

  • Use data to drive business success

Business Process Improvement

  • People, Processes, and Systems working together efficiently

  • Reduce administration and overhead

Business Technology

  • Business software/systems expertise

  • Utilize more system features and functionality

  • System implementations and enhancements

  • Training staff on technology

JM Advancement Services

ABOUT JM ADVANCEMENT

JM Advancement helps businesses and organizations improve and advance to greater success.

JM Advancement provides Financial Leadership, bookkeeping, and accounting, with a focus on business growth, and helping nonprofits maximize their mission.


Strengths

Understanding business finances and processes, and communicating with leaders and staff

Understanding business systems and data

Applying and implementing technology to improve efficiency

Implementing process improvements


Approach/Values

Hands-on approach, working closely with people/processes/systems at all levels of an organization

Friendly, reliable, go-to resource, leader and team member

Focus on continuous improvement, small changes today, large changes long term

Teaching, training, mentoring, and documentation to pass on the knowledge

LEVERAGE PEOPLE, PROCESSES, AND SYSTEMS

ADVANCING YOUR BUSINESS

Contact us

Give us a call, or text to get started.

SCHEDULE A TIME TO MEET

Let’s talk about your needs.

ADVANCE YOUR BACK-OFFICE

Let’s improve your business.