A trusted partner to help your organization achieve financial clarity and sustainability. We offer services tailored to nonprofits and small businesses.
Our Services
Let’s discuss how we can support your organization’s financial health.
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Fractional CFO Services
Strategic financial leadership
Board reporting and presentations
Budgeting & forecasting
Cash flow planning
Scenario modeling
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Bookkeeping & Financial Reporting
Monthly reconciliations
Preparation of financial statements
Grant and fund tracking
Year-end reporting support
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Nonprofit Compliance & Grant Reporting
990 preparation support
Grant budget creation and monitoring
Compliance with funder and regulatory requirements
Restricted fund management
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Small Business Financial Services
Budget creation & monitoring
KPI dashboards & financial analysis
Internal controls review
QuickBooks / Accounting system setup & support