The Soapbox and Toolbox for New York State's Nonprofits

Financial Management Group

With an ongoing commitment to improving the financial health and fiscal infrastructure of nonprofits statewide, NYCON provides nonprofits assistance in financial management, board and staff training on fiscal issues, and fiscal sponsorship to emerging nonprofits. Once we have determined what services you'd like us to provide, we'll develop a proposal, including service scope, cost estimate and staff assigned. Upon review and approval, service will be delivered in a previously agreed upon timeframe. Please note that some services are available via third party funding arrangements based on mission area and location. Please contact us for more information. 

  • Budget Development - See also the NYCON Budget & Cash Flow Toolkits
  • Accounting Systems Analysis; Accounting Software Advisory Service and Training; Software, Hardware Installation-Accounting System Conversion
  • Assistance in Preparation of Consolidated Fiscal Reports
  • Assistance with Preparation of IRS Form 990, 990T, CHAR 500
  • Customized Board Training on Financial Management, Reporting and Compliance Issues
  • Financial Management Procedural Assessment
  • Fiscal Procedures Review
  • Internal Control Review
  • Ongoing Oversight, “Visiting CFO” Services
  • Preliminary Audit Preparation
  • Regulatory/Compliance Assessment

For More Information Please Contact:
Kelly Mathews, COO & Senior Vice President
Rochelle Williams, Accounting & Information Technology Specialist

Featured Event


Camp Finance 2016 will be held on October 6th & 7th at 
the Mohonk Mountain House in New Paltz, NY REGISTER NOW


Budget & Cash Flow Toolkits

Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON’s Chief Fiscal Officer and staff have designed a “fool proof” tool for developing a streamlined, compliant and easy to understand budget.

The features of the Budget Toolkit include:

  • Built in instructions on “Getting Started” and “How to Develop Your Budget”
  • Definitions & Glossary on types of budgets, frequently used budgeting terms & more
  • Helpful notes that ‘pop up’ as you create your budget spreadsheet
  • Quick and easy allocations (for shared costs like space and supplies, etc.)
    And More!

The new “Cash Flow Toolkit” which, just like the Budget Toolkit, will be a great addition to any nonprofit fiscal office. This toolkit, like our Budget Toolkit, takes the mystery out of forecasting and helps to guide you step-by-step through the process.


NYCON develops and promotes an effective and vibrant charitable nonprofit community throughout New York State.  We strengthen organizational capacity, act as an advocate and unifying voice, help to inform philanthropic giving, and conduct research and planning to demonstrate relevance and impact.