services
Bookkeeping
Keep your financial records accurate, organized, and audit-ready
Running a business or nonprofit means your books need to be right. I provide reliable bookkeeping services that give you confidence in your numbers and free you up to focus on your mission.
What I Offer: Any or all of these: Transaction Recording & Bank Reconciliation – Accurate recording of all financial transactions and monthly bank statement reconciliation – QuickBooks Management – Setup, cleanup, and ongoing QuickBooks bookkeeping and support – Financial Reporting – Monthly statements and reports for leadership and boards – Audit Preparation – Organizing records and coordinating with accountants for annual audits and tax filings – Payroll Support – Processing payroll and managing expense reimbursements – Accounts Payable & Receivable – Timely vendor payments, invoice tracking, and revenue recording – Compliance – Ensuring required taxes and financial filings are completed accurately and on time
Strategic Problem-Solving
Every organization hits roadblocks: systems that don’t work, processes that slow you down, or challenges that seem impossible to solve. I help you identify the real problem, explore creative solutions, and implement changes that stick.
What I Offer: – Operational challenge assessment and problem diagnosis – Process improvement and workflow optimization – Systems development and implementation – Change management support – Strategic planning for operational improvements – Building a successful cohesive brand
Growth Support
Growing your organization is exciting—and complicated. Whether you’re expanding programs, exploring new revenue streams, or navigating major transitions, I provide strategic guidance to help you grow thoughtfully and sustainably.
What I Offer: Growth strategy development – New program or revenue stream planning – Organizational transition support – Capacity building and systems scaling – Budget development for growth initiatives
Nonprofit
In addition to bookkeeping and other tasks similar to businesses, nonprofits have unique concerns. Drawing on extensive board service including board presidency, I help nonprofits strengthen governance, improve operations, and ensure compliance.
What I Offer: – Board meeting logistics and support – Agenda preparation and materials compilation – Governance guidance and best practices – Nonprofit compliance support – Board-staff communication facilitation – Committee coordination