Supporting local non-profits by providing services including, but not limited to: policy and procedure development and implementation, monthly/quarterly financial reporting, annual budget preparation, board presentations, and annual financial audit preparation. I am a licensed CPA with 25+ years of experience in all levels of organizations, with much of my career serving non-profits in the lead finance role (CFO/Director of Finance) and in public accounting performing audits and preparing tax returns. I have a passion for supporting non-profits. I look forward to learning more about the needs of your organization and how I can support you, so you can support those in need.
Areas of Expertise:
Board assessment, structure, training, performance
Budgeting, Financial analysis and planning, Financial training, Outsourced accounting services, Financial policies and procedures, Temporary accounting services, Accounting software and systems, Audit
Business / financial models
Deep expertise in these issue areas: City & State Government, Workforce Training and Development, Housing, Professional Associations