Our Services

Get in touch today to discuss how I can provide tailored solutions to drive your business forward. I am ready to assist with any inquiries and ensure your consulting needs are met with precision.

Financial Reporting & Analysis

  • Prepare financial statements.

  • Analyze financial statements to determine financial health of the organization.

  • Assist with communicating financial information to stakeholders including providing data visualizations.

  • Work with your board of directors and board committees’ to ensure they have an accurate understanding of the organizations finances.

  • Provide assistance and advice on preparing annual budgets.

  • Prepare and present budget/forecasting information to your Board including data visualizations to help faciliate communication for non-financial users.

  • Assist organization in preparing rolling forecasts.

  • Scenario planning and cash flow analysis to ensure your organization remains financially healthy.

Budgeting & Forecasting

  • Ensure your organization has the tools and resources it needs to manage grant compliance whether from federal or private funding.

  • Evaluate your organizations internal controls and make suggestions for improvements.

  • Assistance with setting up policies and procedures for your nonprofit.

  • Act as interim CFO while your organization searches for a full time CFO (remote only).

Other Services

Contact Me

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