Services

I work with nonprofit organizations to improve their financial systems, structures, and data to provide leadership with a clear, up-to-date financial position. Here is a list of services I offer. First, I meet with the leadership team to discuss your specific needs. I will review, assess, and make recommendations for your organization. Then, I will prepare a detailed report and present findings to the leadership team.

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Non-Profit Financial Operations Assessment

  • Assess financial systems and data requirements.

  • Review the accuracy of financial data, focusing on balance sheet balances.

  • Analyze cash flow and sustainability.

  • Evaluate board oversight of finances.

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Accounting System Setup & Cleanup

  • Review processes and workflow efficiency.

  • Compliance review, policies, and reporting requirements.

  • Training of financial staff to create best practices and accurate financial reporting.

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Operational Support

  • Fractional controller.

  • Reconciliation of balance sheet accounts.

  • Updating policies.

  • Continuous improvement of processes.

Let’s Connect

Interested in working together? Fill out some info and I will be in touch shortly.

I can’t wait to hear from you!