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  • ​Financial statement preparation, review and analysis

  • Interim services

  • Budgeting/forecasting

  • Cash flow analysis

  • Grant budget preparation and reporting

  • Government contract budgeting, tracking and reporting

  • Monthly reviews

  • Form 990 preparation

  • Outsourced accounting


  • Assistance implementing changes suggested by your auditor

  • Audit preparation assistance - reviewing financial statements, making year-end adjustments, preparing audit schedules

  • Is this your first audit? Let's review your accounting data, financial structures and organization policies to help you get audit ready.

  • Not sure if you need an audit? Give me a call and we can talk about when an audit might be neceessary.


Deep Industry Knowledge

For 20 years I've worked with nonprofit organizations in a wide range of roles - auditor, tax preparer, consultant, bookkeeper and finance director. In these different roles, I've helped organizations design their chart of accounts and other tracking functions, assisted in researching and implementing new processes, and set up best practices in financial oversight and review. I've prepared 990's for a wide variety of organization types and worked to resolve issues with the IRS. I've also helped organizations through periods of staff turnover and through the recovery of a negative audit experience.


Passion for Organizational Success

I have a passion for working with small to mid-sized organizations and have extensive experience creating systems that work with limited administrative staff and  financial resources. 

There are so many organizations doing amazing work! I enjoy being able to help organizations fill critical needs in our community and beyond!

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