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Fiscal Agent Services for NYC Agencies

Internal Monitoring of Grant Funds

Trusted Fiscal Agent for NYC's CBOs. YMS has managed the books and ledgers of grant funds for thousands of CBO's throughout NYC. Establishing an Internal Controls Process has created our 40+ year track record, under audit, of providing assurances that all transactions are executed properly in accordance with Agency policy.

YMS has established an internal control process assuring all transactions are executed properly in accordance with Agency policy.

A Fiscal Agent manages the financial operations of grant funds on behalf of community-based organizations — including receipt and disbursement of funds, expense reporting, budget controls, and assurance that all transactions are executed in accordance with agency policy. YMS has served as fiscal agent for thousands of NYC CBOs across 40+ years of audit-clean operations.

WHAT'S INCLUDED

Internal monitoring of grant funds, done right.

Budget & Disbursement

Receipt and disbursement of all grant funds with full documentation and audit trail.

Detailed Expense Reports (PERS)

Per-budget expense reporting that gives funders and boards full visibility into spending.

Budget Management & Controls

Budget consulting from our specialists — variance tracking, modifications, and compliance oversight.

Internal Controls Process

Established framework that ensures all transactions execute in accordance with agency policy.

Audit-Clean Track Record

30+ years under audit with an established internal-controls process built for assurance.

Built for CBOs

Designed specifically for the operational reality of community-based organizations across NYC.

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