Financial Operations Solutions
for Nonprofits & Small Businesses
Practical financial operations support including accounting system setup, reconciliation cleanup, monthly bookkeeping, and financial reporting.
Led by Kevin A. Libberton, bringing more than 25 years of financial operations and treasury experience, including a long tenure at Franklin Templeton Investments.
Providing Solutions for:
Nonprofit organizations needing accurate financial reporting and board-ready statements
Small businesses that need reliable bookkeeping and monthly financial reporting
Organizations using QuickBooks that need reconciliation cleanup or ongoing financial management
Leadership teams that want stronger financial controls and better financial visibility
How Engagements Work
Initial Consultation - A brief call or meeting to understand your organization’s financial operations and determine where support may be helpful.
Assessment & Proposal - Review of current accounting systems, reporting processes, and operational needs followed by a tailored service proposal.
Ongoing Financial Operations Support - Implementation of structured processes to maintain accurate books, reliable financial reporting, and strong operational discipline.
Services Offered:
Monthly Financial Operations Support - Ongoing bookkeeping, reconciliation, and financial reporting.
Financial Operations Setup - Cleanup and organization of accounting systems.
Board Financial Reporting & Oversight - Financial reporting and analysis for nonprofit leadership.
Financial Health Review - Assessment of financial systems and reporting practices.
Why KAL Financial Operations Solutions:
25+ years of financial operations experience
Reconciliation of cash and assets
Cash forecasting and budgeting
Risk mitigation
Clear financial reporting for leadership and boards
Practical solutions for nonprofits and small businesses