SUPPORTING NON PROFITS

Financial Management

Maintaining accurate financial data is critical to the health of your organization and necessary to help your staff and board members make good decisions. Whether you need implementation, clean up or regularly scheduled bookkeeping services, I can customize a plan that works for your organization.
  • Quickbooks Set Up & Training
  • Full Charge Bookkeeping: A/P, A/R, Payroll, Reconciliation, Budgeting and more
  • Weekly, Monthly or Quarterly oversight, clean up and financial statement preparation 

Board Development Presentations

Do your board members know how to read financial statements, understand basic terminology and recognize warning signs that might indicate a change in organizational financial health?  Does your board understand their roles and responsibilities as fiduciaries, fundraisers and leaders?

I provide educational board development content to ensure your members understand their roles and responsibilities.  Working with executive directors and development directors, we develop customized presentations that guide board members through best practices, trends in governance, fundraising strategies and more!

Organizational Development & Capacity Building

Do you have documented policies and procedures in place to streamline your daily operations?  Is your organization growing and you need to mobilize your staff, board and volunteers in new ways? 

Streamlining operations, building workflow and documenting roles and responsibilities are areas I love to engage with my clients on. I am able to ask questions and provide an alternative perspective that many leaders may miss when trying to develop these structures internally. Together, we work to align your organization's values and mission to create structures that will facilitate growth and collaboration.  
  • Strategic Planning
  • Organizational Development
  • Policy & Procedural Drafts
  • Financial and Organizational Health Checks
  • Training Development & Delivery