Financial Management

At Josbern Group, we provide comprehensive financial management services designed to help small businesses and nonprofits build strong, sustainable operations. Whether you're looking to gain control of your finances, improve decision-making, or prepare for future growth, our team is here to support you with expert guidance and practical solutions.

🔹 Our Core Services

Budget Development & Forecasting

Create realistic budgets that align with your strategic goals and anticipate future financial needs.

Cash Flow Management

Monitor and manage cash flow effectively to ensure smooth daily operations and long-term stability.

Bookkeeping & Financial Recordkeeping

Set up or streamline your bookkeeping system for accurate, audit-ready records and monthly reconciliation.

Financial Policy & Procedure Review

Strengthen your internal controls with policies that reduce risk and support compliance.

Grant & Contract Budget Support

Build budgets for grant proposals and funded projects, including compliance with federal and private funder requirements.

Financial Coaching & Workshops

Deliver customized training for your team on topics such as nonprofit finance basics, grant budgeting, and cash flow planning.

Interim Financial Services

Short-term support for organizations in transition—ideal for periods without a full-time finance staff.