Dedicated Support for Unique Financial Landscapes
At the core of our approach is the belief that mentorship and support are vital for community capacity building and growth. As communities prioritize self-governance, the role of finance becomes increasingly strategic and complex. We are committed to providing expert training and comprehensive financial management and planning support.
Strategic Plan Development
We start with high level plans that explore the relationship between the First Nation and their business entities. It is essential to understand priorities and the expected monetary flows to ensure that together, we create realistic financial plans. We support the creation of Annual Reports, multiyear Integrated Strategic Financial Plans, 10-Year Health Plans required by the FNHA and their subsequent evaluations.
FAL and Grant Reporting
Many Indigenous organizations and businesses balance multiple funding streams with strict reporting requirements. We manage the complex bookkeeping and filing processes necessary to satisfy the Financial Administration Law and grant conditions, ensuring your funding remains secure and your operations transparent.
Remote Bookkeeping and Audit Preparation
Internally, department managers need access to monthly department financials in a timely manner. Using software such as Adagio, Juniper provides bookkeeping support, starting with bank reconciliations and allocating revenue and expenses to the correct departments resulting in reliable monthly reporting to managers and Council. We support the process of the annual audit.
Asset Management
Asset Management requires an understanding of the growing needs of the community, matched with its current and future infrastructure requirements and access to capital. This process is a core component of a strong Financial Strategic Plan.
Supporting Indigenous Success
Over the last two decades, we have supported numerous Indigenous Bands and their business entities who require professional oversight to protect their assets and ensure long-term financial health. Guided by community goals, we collaborate to develop achievable, economically sound financial plans. We believe that fundamental to Indigenous wealth building is internal skills capacity building. This belief is at the heart of all our work. We enjoy sharing our knowledge, training and explaining financial concepts throughout our partnership journey.
Our Approach
We believe effective planning must be informed by your specific community context and values. We prioritize clear and jargon-free communication. By combining technical expertise with a collaborative approach, we help you build a plan that is both realistic and culturally grounded.
Our Goal
Our primary objective is to provide the strategic support required for your wealth to endure. By providing proactive oversight and supporting reporting, we give you the freedom to focus on your goals and feel confident that your financial legacy is protected for the generations to follow.
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