Client Testimonials

“My experience with OCS over the last two years attests to their most front facing strength, their ability to put the client’s needs first. They were indispensable partners through a major finance team reorganization in the middle of a pandemic. At every turn their advice has been reliable, their team members qualified, and their deliverables timely and complete. I would recommend OCS without reservation. ”

“There hasn’t been one area that I’ve asked for assistance that OCS hasn’t been able to support me in from property and equipment, endowment and investments, revenue recognition, leases, grants and contributions, payroll, and financial statement disclosures. They write white papers on various topics, implement new accounting principles, unscramble accounting transaction puzzles and prepare clear reconciliation with working instructions, provide staffing on your accounting team during critical times, prepare and deliver presentations, meet with auditors, streamline close processes, write policies and redesign business processes, and survey clients for best practices. They even dabble in recruiting by sending weekly emails for open positions at their clients. They form personal connections with their clients and bring them into their network. I’m thankful to have found my go-to trusted advisors, sounding board, and extended team in all things accounting and finance operations in the dynamic professionals that are OCS.”

“Very early in our history, we reached a point where we needed professional accounting services. OCS was recommended to us by one of our Board members and we immediately knew we had the right people. Kathy, Ruby and the team assessed the capabilities we had in place and made strong recommendations to tighten up our processes and controls and ensure our success. We brought Ruby and Kathy “on staff” for a lengthy period to manage our finances, hire our finance staff and train us to be the best stewards of our donor dollars.
We could not be more pleased with the work OCS has performed over the past 9 years. We continue to keep OCS to look over our shoulder, mentor and guide us and jump in more heavily when needed. During COVID, Melinda filled the role of our finance team and ensured we were on track as we navigated unsteady waters and had to make difficult financial and staffing decisions. Once we were in a more stable position, they pulled back and helped us rebound.
OCS has participated at Hope as though it is their own baby. They have committed to our mission, established an immense level of confidence for our Board, trained our staff and anything else we have asked. This is the best decision I have had as the leader of this organization.”

“I have been a client with OCS for almost 10 years, engaging them for a range of services from documenting policies and procedures, to providing interim staffing. What sets this team apart is not just their technical accounting and business acumen, but also their level of commitment. A call, email or text is responded to so promptly that you’re led to believe you are their only client. When I need support with building better functioning accounting teams, I call OCS. ”

“As I started with a new organization and quicky recognized that I needed some help sorting through complicated accounting, process, and system issues, I immediately thought of Kathy O’Connor and her team at OCS. OCS is a collaborative advisor that quickly recognizes the issues, sorts through the challenges with us, and develops a plan for solution that we are able to maintain. OCS delivers high-quality, on-time results that allow me as a CFO to sleep better at night. There is no one that I trust more than Kathy and her team at OCS.”

“The OCS team are experts in all aspects of non-profit accounting! They were my go-to for complicated projects and for the easy but time-consuming projects we needed help with. They NEVER let us down and I highly recommend them.”

“My relationship with O’Connor Consulting Services (OCS) began because my organization desperately needed basic accounting and operations assistance, but it quickly expanded and has now grown into something so valuable that I wouldn’t make a fiscal decision without them. The dedicated people at O’Connor Consulting work as hard for me as if they were my own staff. They keep me in compliance, but also teach me and my team and create sustainable practices to ensure the organization is growing. The OCS leadership see me as an individual and my organization as a critical part of the Native education community. We are not just an account and I appreciate that. They are fantastic fiscal and operation leaders who go the extra mile for me every day, and it is very clear that O’Connor Consulting Services cares about my business.”