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CP Financial Group

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ABOUT US

Our Story

CP Financial Group is a dedicated financial group with a passion for helping clients achieve their financial goals. With over 21years of experience in accounting, finance, and grant management, the group provides personalized financial advice and strategies tailored to each client's unique needs.  From budgeting, compliance, grants management, and completing your organization's Negotiated Indirect Cost Rate Agreement (NICRA), CP Financial Group is committed to empowering its clients to make informed financial decisions that lead to long-term stability and success.

SERVICES

Grant Accounting

Effective grant accounting involves fund segregation, budgeting and tracking, compliance monitoring, revenue recognition, detailed documentation, financial reporting, and audits and assessments.  We help you navigate federal cost accounting requirements and optimize financial management processes to allocate and track costs in accordance with government regulations.

Grant Implementation

Effective program management starts with establishing a grant management structure that will increase compliance, reduce audit risk, and improve program performance. Once a grant has been awarded, we can help you manage your program effectively, stay compliant with the grant requirements, mitigate risks, and achieve your goals.

Grant Compliance

Key areas of grant compliance include financial management, adherence to regulations, programmatic compliance, reporting, documentation and record-keeping, and internal controls.  Grant compliance requires policy, procedure, and documentation analysis and planning. Our experienced team has the expertise to help you remain in compliance with federal, state, and private foundation requirements.

SERVICES

Court

Uniform Guidance

Our team provides you with expert advice on complying with Uniform Guidance requirements including 2 CFR Part 200 Subpart E Cost Principles.

Credit Assessment

Negotiated Indirect Cost Rate

Our team provides you with assistance in completing and submitting your NICRA proposal to the designated Cognizant Agency.

Image by Kelly Sikkema

Financial Monitoring 

Have an upcoming monitoring review?  Let our team help you get ready for the financial monitoring.  Our experts will help you prepare for the financial management section of the review. 

PHILOSOPHY

Our Approach

CP Financial Group is your premier destination for professional financial consulting services. Our dedicated team of experts is committed to providing tailored financial solutions that align with your goals and aspirations. With a focus on integrity and excellence, we empower our clients to make informed financial decisions that lead to long-term success and security. Let us guide you on your journey to financial freedom and prosperity.

CLIENT STORIES

"CP Financial Group revolutionized our financial processes, paving the way for increased efficiency and profitability."

Ashley Halyard

"CP Financial Group's fresh approach to financial consulting has brought clarity and success to our business. We highly recommend their services."

Patrina Clark

"Working with CP Financial Group has been a game-changer for our accounting practices.  Their innovative solutions have streamlined our financial operations."

Marissa Atherton

CONTACT US

Get in Touch Today

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