Finance
What we deliver
It's a numbers game
We believe that robust financial procedures and policies are critical to the execution of your mission. That’s why we’re excited to:
- Review and update your budget
- Create automated dashboards
- Set up financial controls
- Manage payments and invoices
- Manage bookkeeping
- Liaise with your auditors
We’re also here to advise on, and implement, tools to effectively manage your finances — like accounting systems, expense management software, and business bank accounts.
The tools you trust
A network of Google Sheets can only take you so far, and we’re not shy about recommending specific tools. But we adapt to the systems you’re comfortable with, including:
- Xero
- QuickBooks
- Looker Studio
- Ramp
- Spendesk
- Payhawk
- Wise
and more. Chances are, if you’ve used it, so have we.
How it works
1. Kick-off
We meet to understand which parts of the finance process you’d like us to take on. We can deliver expert support across process and policy development, payment management, bookkeeping, payroll, expenses, dashboards, audit preparation, and more.
2. Transact & report
We build automated dashboards to track financial performance and send periodic reports to key personnel as desired. We manage payments and broader finances on an ongoing basis, in order to free up your team’s time.
3. Optimize
We identify any inefficiencies we spot along the way, and suggest improvements to save time and money. We then collaborate with internal finance staff (if applicable) to tighten up the complete finance stack, including policies and procedures.
Case studies
CLTR faced the challenge of creating and administering bookkeeping systems, given its particularly thorough approach to accounts and restrictions. We helped CLTR by designing a more efficient accounting workflow, and managing reconciliations on its behalf.
We now have a near real-time understanding of our financial position thanks to Impact Ops. They have built us an automated dashboard that provides informative insights on our fund balances and runway for our various funds. This has freed up our capacity to focus on mission-relevant work. I believe other projects in a similar position would strongly benefit from Impact Ops’ finance support.
We support Longview Philanthropy with finance services, including budgets, payments, and bookkeeping.
We really enjoy working with Eric! He's diligent, excellent at data presentation and clearly motivated to get to the right answer. Really happy to have our dashboards up and running!
METR works on assessing whether cutting-edge AI systems could pose catastrophic risks to society.
We support METR with financial services including budgets and bookkeeping.
I'm a big fan of Impact Ops' professionalism. They are efficient in their communications and work, and I generally trust that they will not be wasting my time and I will have a clear sense of their value-add.
Related resources
Recruitment
We source talent and manage hiring rounds, so that we can free up your time, reduce bias in the process, and recruit the best candidate.
Learn about our recruitment service →
Focus on your mission
full-time
Interested in maximizing your project’s potential?
We’re on a mission to empower high-impact projects to scale and flourish. We do this by delivering specialist operations services in areas where we have deep experience, including finance, recruitment, and entity setup.
Get in touch →