Strong financial management is essential to strong impact. Get the type of support you need when you need it.
Here are some of the services that can be tailored to your needs.
Strategic Financial Planning & Decision Support
Strong planning connects your mission to your money.
I work closely with leadership teams to develop financial plans that are realistic, aligned with organizational goals, and flexible enough to adapt as conditions change.
Services include:
Annual budgeting and multi-year financial forecasting
Cash flow and liquidity analysis
Financial sustainability and capacity assessments
Mission-aligned resource planning
Custom dashboards and key performance indicators
Financial Reporting & Systems Improvement
Financial information should support good decisions—not create confusion.
I help organizations design reporting and systems that are accurate, transparent, and tailored to the needs of leaders, boards, and funders.
Services include:
Board-ready and funder-ready financial reporting
Accounting system selection and implementation
Grant and restricted fund tracking
Process improvement for receivables, payables, and close cycles
Finance Operations, Controls & Structure
A strong finance function protects your organization and supports growth.
I help nonprofits assess and improve the structure of their finance and operations functions, ensuring appropriate controls without unnecessary complexity.
Services include:
Finance staffing and role assessments
Internal control design and documentation
Segregation of duties for lean teams
Risk identification and mitigation strategies
Compliance, Audits & Regulatory Support
Compliance doesn’t have to be overwhelming.
I support organizations in meeting nonprofit accounting standards and regulatory requirements, while preparing for audits with confidence.
Services include:
Nonprofit GAAP and FASB compliance
Form 990 guidance and tax-exempt compliance
Audit preparation and coordination
Grant compliance and reporting systems
Fundraising & Development Finance Support
Strong fundraising requires strong financial infrastructure.
I partner with finance and development teams to ensure funding is budgeted, tracked, and reported accurately—building trust with funders and donors.
Services include:
Grant budget development and post-award reporting
Restricted gift and donor fund tracking
Endowment and reserve fund frameworks
Financial support for development teams
Risk Management & Reserves Strategy
Planning for uncertainty strengthens resilience.
I help nonprofits understand their financial risks and build reserve strategies that provide stability in changing environments.
Services include:
Financial risk and controls assessments
Operating reserve policy development
Scenario and contingency modeling
Long-term financial resilience planning
Board & Executive Financial Training
Informed leadership leads to better governance.
I provide training and coaching that helps board members and executives understand financial information and fulfill their oversight responsibilities with confidence.
Services include:
Board financial literacy development
Executive director and leadership coaching
Governance and financial policy review
Ongoing advisory support
Interim & Fractional CFO Services
Experienced leadership when you need it most.
I provide interim and fractional CFO support during transitions, growth periods, or complex initiatives—bringing stability, clarity, and strategic insight.
Services include:
Interim CFO leadership
Fractional CFO engagements
Transition and change management
Team mentoring and capacity building
Let’s Work Together
If you’re looking for a trusted financial partner who understands nonprofit realities and brings clarity to complexity, I’d welcome a conversation.