Embedded Files
I help nonprofits with current revenues between $1-5M build financial and administrative infrastructure to scale their programs and deepen their impact. With executive experience at multiple organizations and expertise in nonprofit finance and accounting, human resources, technology, and administrative functions, I bring a broad knowledge base and holistic approach to leveling up my clients’ finances and internal operations.
Every nonprofit is unique, so I tailor my services and approach based on your specific needs. I can complete projects independently, delivering meaningful improvements with minimal engagement from you or act as a fractional team member, collaborating closely with you to drive impactful results.
Strategic Operations
Strategic Operations Planning & Coaching
Mission-aligned short, medium, and long-term operations strategic planning
Executive advising and thought partnership
Risk analysis, planning, and operations policy creation
Operations Infrastructure Development
Comprehensive operations assessments covering finance/accounting, HR, IT, workflow systems, etc., including thorough analysis, recommendations, and infrastructure development priorities
Identification of cross-functional efficiencies and strategic process improvements
Sustainable systems design and optimization of collaboration tools to streamline your operations
Implementation support and project management
Finance & Accounting
Financial Health Assessments, Strategic Planning, & Compliance
Financial systems, policies, controls, and GAAP compliance review and guidance
Budgeting, forecasting, and cash flow management strategy
Financial analysis, risk assessment, and planning
Internal controls and financial policy development
Financial Reporting & Planning Tools
Custom budgeting and forecasting tools, reports, and financial models
Multi-year revenue and expense projections
Scenario planning and personnel cost calculators
Chart of account and budget design/redesign
Accounting Support & Audit Preparation
Financial oversight, fractional support, and bookkeeping services
Audit and form 990 preparation and full-cycle management support
Coaching and financial literacy training for executive directors and department leads
Financial Record & System Optimization
Reconciling and restructuring outdated and/or incomplete financial records
Financial system implementation and integration (accounting software, expense management and AP/AR tools, payroll, fundraising systems)
QuickBooks Online set up, optimization, and support
Human Resources
HR Policy & Practice Development
Handbook, HR policy, employe relations, and internal communications review and guidance
Development of equitable and human-centered HR policies and practices
Hiring and employee life cycle planning, policies, and procedures
FLSA compliance audits and recommendations
HRIS & Benefits Administration
HRIS evaluation, selection, implementation, and optimization
Compensation and benefits review, design, and implementation, including payroll, 401k, primary health and ancillary insurance plans, PTO, etc.
Transitions to/from PEOs and ASOs
Technology Systems
Systems Evaluation & Optimization
Technology, software, and IT security audits and policy creation
Identification of right-sized solutions for your unique technology needs
Systems administration and optimization
Technology Implementation & Support
Selection and implementation of finance, HR, and operations tools to support your mission
Technology planning and infrastructure support
Google Workspace implementation and administration
Operating system (macOS, Windows) and productivity suite (Google Workspace, Microsoft 365) training and support
Report abuse