Services


MDI provides services in two interrelated areas that bring hands-on financial and organizational expertise to New York and New Jersey nonprofit organizations.

Our flexible consulting arrangements provide nonprofit organizations with high level assistance when they need it in order to ensure that financial systems, procedures, and software reflect best practices and conform with accounting standards. 


Our wealth of experience – more than 20 years working with non-profit organizations and small-to-medium-sized businesses – enables us to diagnose complex problems, identify practical, comprehensive solutions, and guide in their implementation. We can identify short-term cost savings that provide you with the resources to analyze your long-term strategies and business processes and then help you to refine and implement those strategies. MDI works in two interrelated ways that bring hands-on financial and organizational expertise to your organization.

Interim CFO Services
Acting as the senior financial executive, MDI Consulting provides part-time CFO services or temporary CFO services for organizations seeking a new permanent CFO, including:

  • Supervision of bookkeeping and/or accounting staff
  • Review of financial records
  • Preparation of long-range financial projections
  • Presentation of periodic financial reports
  • Preparation for annual audits and income tax returns
  • Carrying out of treasury functions, such as investments, management of working capital and overseeing of banking relationships
  • Evaluation and renegotiation of vendor contracts: telecommunications, technology, energy, audit firms, insurance, etc.
Financial Consulting
  • Design and installation of fund accounting systems
  • Development of financial management policies and procedures manuals
  • Craft Investment Policy Statements
  • Assist with year end close and annual audit