How can I help you?
Financial Planning & Analysis
With an MBA in accounting and a decade of experience, I have the background to tackle almost any financial puzzle. I can act as your company’s virtual CFO, giving you the specialized expertise in nonprofit finance and accounting that you need, without the cost of a full-time executive on your payroll.
Budgeting & planning
Financial statement analysis (ratios, trends, benchmarking, etc.)
Data analysis & development of financial models & reports
Custom financial reporting packages tailored for specific audiences
Finance/accounting information system setup
Operations & Management
I develop and streamline business processes, customized to each individual company, to make sure each and every dollar your organization brings in is being used as efficiently and effectively as possible.
Change & crisis management
Strategic planning
Business process assessments & redesign
Development, documentation, and implementation of policies and standard operating procedures
HR, technology, and administrative management
Interim/part-time staffing (virtual CFO / virtual COO)
Project management
Grant Writing
I offer standard grant writing services, but more importantly I can also help you create a strategy around your grant funding portfolio, based on your budget and your priorities. I am well-versed in federal guidelines and management of federal grants.
Grant writing, editing, and research
Grant budgeting & strategic planning
Assistance with federal grant management & compliance
Don’t see your specific need, just ask!
What do you need?
Problem Solving Session
Training & Workshops
Custom Consulting Packages
One-time 90 minute Zoom meeting to work together on the goal/problem of your choice
Issues we can discuss might include:
A grant proposal you are working on
A budget you are trying to build
A challenge in your company that nobody can figure out how to solve
A new accounting software you are implementing
You will receive a report afterwards with my recommendations, and an optional proposal to work with me to implement solutions.
Customized training & workshops for an individual or group setting
Sample training topics:
Developing a budget for a project, program, grant, etc.
Managing budgets across teams
Budgeting during times of uncertainty (scenario planning)
Training on financial policies & procedures, new software, business processes, etc.
Prioritization, goal setting, and strategic planning
(Currently only offering virtual training)
Specialized consulting services on a project or ongoing basis
Examples include:
Short-term project management/implementation of changes in IT systems, finance policies/procedures, etc.
Part-time/interim virtual CFO/COO services
Long-term grant writing services