Financial Management Coaching

Charles Watson, MBA offers a "retainer-based" service to Executives and Senior Management Teams focused on Financial management, government contracting and accountability systems. 

EXAMPLE:  A $2.5m Family Service Agency whose Executive Director is a talented leader whose experience and education speaks more to program issues than finance and accounting, contracts with Mr. Watson (on a $750/mo retainer) to provide 4-6 hrs of service by reviewing "draft" financial documents developed by accounting staff, a monthly teleconference with the Executive Director to review/comment on the materials, provide coaching assistance regarding Finance Department supervision issues, and help prepare for the Finance Committee meeting by asking as many difficult, complex and hard questions as needed to ensure that everyone is ready.  A follow-up teleconference is held with the Executive Director and Lead Accountant to debrief the Finance Committee meeting and make plans as needed. 

Additional services compliment the "Coaching" process:  An intitial Financial Management Systems and Reporting Assessment, Finance Committee Training and Board Training on Financial Management topics.