Budget planning and forecasting for mission-based organizations, including new programs and strategic growth initiatives.

Self-service dashboards, financial data documentation and AI-assisted processes for organizations still running reports by hand.

Financial record keeping and reporting, including bill payment and basic financial statement preparation.

Tax filing and planning services for non-profits, individuals and businesses.

Let me tell your story. If you represent a charity or non-profit and you aren't leveraging your data to tell the story of your success, you're leaving donations and grants on the table. Work with me to craft a compelling narrative with engaging visuals that bring your data to life!

Big enough to need some help with your financial strategy, but not big enough to justify a full time hire? Partner with me for part-time/fractional financial and operational strategy.

Training on accounting, tax, and finance topics, as well as technology related to the accounting and finance industry.