Through our pre-audit testing services, we help maintain federally compliant tribal financial statements. These statements ensure financial transparency, accountability, and effective governance within tribal nations. Compliance with federal regulations is critical, as tribal governments often receive significant funding and grants from federal agencies. Proper financial compliance guarantees the appropriate use of these funds, avoiding penalties, funding losses, and legal issues. Transparent and accurate financial statements foster trust among stakeholders, including tribal members, federal agencies, and other funding entities, ensuring accurate recording and reporting of all financial transactions.

• 
  
  • Prepare journal entries and update sub-ledgers.
  • Balance sheet reconciliations
  • Cash reconciliation
  • Fixed assets reconciliation
  • Alignment of tribal financials with recent GASB pronouncements
  • Schedule of expenditure of federal awards
  • Depreciation schedule alignment
  • Reducing and eliminating audit findings

Through our capacity-building support, we help you excel in your finance and grant compliance departments, especially during major leadership transitions. Ensuring continuity and stability in financial operations is crucial as leadership changes. Investing in capacity building equips remaining and incoming staff with the skills, knowledge, and tools necessary to manage financial responsibilities effectively. This helps mitigate disruption, ensuring robust and compliant financial processes. Capacity building fosters continuous learning and adaptability, enabling the finance department to navigate challenges and seize opportunities for improvement. By enhancing the finance team’s capabilities, tribes can maintain financial integrity, sustain stakeholder confidence, and promote long-term economic growth and stability. Ultimately, capacity building is an investment in resilience and effectiveness, essential for thriving amid leadership changes.

• Remote CFO assistance
• Account and procurement system migration to MIP Abila and Microix
• Remote daily accounting services
• Best finance department practice training for AP, AR, payroll, and grant management
• In-person monthly financial presentation for the board and general council
• Assisting with evaluating financial control
• Timely IDC preparation
• Timely Medicare cost report submission
• Timely 105 lease submission
• Timely budget developments – tribal and grants
• Developing grant progress reports for submission
• Developing grant matrix for the tribal council
• Internal audit services – reporting directly to the tribal council

Through our workflow realignment services, we develop a transparent workflow process essential for effectively administering tribal departments. We ensure the documentation and visibility of all actions and decisions to pertinent stakeholders, fostering a culture of trust and accountability. Transparent workflows help eliminate inefficiencies and reduce miscommunication or errors, as every step is clear, accessible, and customized to your needs. This clarity enhances collaboration among department members and facilitates informed decision-making. Additionally, it enables tribal leaders to track progress, identify bottlenecks, and implement timely corrective measures, boosting community trust by demonstrating responsible and integrity-driven management. Ultimately, a transparent workflow process supports efficient and ethical administration of tribal departments, leading to improved outcomes and stronger governance.

• • Best Practices for accounts payable
• • Best Practices for accounts receivable
• • Best practices for effective liquidity management
• • Inter-department workflows for social services, education, EPA, finance departments
• • Procurement practices alignment with federal OMB guidelines.

Developing strategic policies is essential for a tribal organization to ensure long-term sustainability, federal compliance, and transparent governance. Strategic policies provide a structured framework that guides decision-making and operational procedures, aligning actions with the organization’s vision and goals. They embed regulatory requirements into core operations, reducing the risk of non-compliance and associated penalties. Clear policies promote transparent governance, fostering accountability and trust among stakeholders. Establishing strategic policies creates a stable environment, enabling organizations to navigate challenges, optimize resources, and achieve sustainable growth.

• Procurement policy
• Fixed assets policy
• Grant application and management policy
• Long-term investment policy
• Purchased referred care policy
• Per capita policy