Services

As a CPA and former CFO with nearly 20 years of experience across public and private accounting, I provide comprehensive financial support tailored to each client’s needs. My services range from outsourced bookkeeping and structured monthly close to technical accounting, consulting, and fractional CFO services, including budgeting, forecasting, cash flow planning, and strategic advisory. I have a special focus on supporting nonprofit organizations, helping them maintain clean, compliant, and mission-aligned financials through strong systems, accurate reporting, Form 990 support, and board-ready financial statements. Whether you need ongoing support or help with a special project, I partner with organizations to bring clarity, confidence, and reliability to their financial operations.

Nonprofit Services

Nonprofit creation, outsourced accounting & bookkeeping, Reporting for Board/Management, and consulting, and Auditing Services

Bookkeeping & Payroll

CPA-led bookkeeping services ranging from routine monthly close, reconciliations, & payroll to complex accounting technical support

Fractional CFO

Strategic Financial leadership, cash flow planning, budgeting, forecasting, and process improvement - without the cost of a full time executive

Consulting

Special Accounting Projects, Management Retreats, Entity Formation, Process Refinement, Internal Control Implementation, and more