Financials
Take a breath, we can help you with the financials, reports and those board questions! We know there are different levels of knowledge and can help where needed including coaching & mentoring.
Budgets
Our goal is to provide the best organizational overview & roadmap that should represent the services being performed. A budget can be tricky for a nonprofit with allocations, grants, & nonprofit rules.
CFO Consultant
Helping nonprofits with budgets, government grants, policies & procedures, month end financials, audits (federal, program, annual), tax form 990 & board committees.
Start-Ups
Helped over 100 community initiatives (nonprofit start-ups) while leading the fiscal sponsorship program with $100M+ in gross revenue in 12+ years.
Nonprofit Accounting
Previously, at former company, my Team did the financials for 30+ Nonprofits
(accounting services) and 20+ companies with Donor Advised Funds to advance their charitable missions.
Clients
OneOC, YMCA OC, Mind OC, Community Health Initiative of OC (CHIOC), 211OC, Community Action Partnership of OC, Project Kinship, Delivering with Dignity, and Serving Kids Hope