FINANCIAL OPERATION IMPROVEMENT
Build stronger financial operations that reduce stress, improve efficiency, and support confident decision-making
Create and improve existing financial operations that support leadership—not consume it.
Know what needs to be paid, what income is expected, and make decisions with confidence—not just based on the bank balance.
Improve cash flow by streamlining grant reimbursements, vendor payments, and financial workflows.
Work with your team to develop financial reports that provide meaningful insight—not just numbers.
Reduce unnecessary expenses and improve operational efficiency.
Strengthen financial controls to reduce errors, protect organizational assets, and improve accountability.
Build consistent, sustainable financial systems that continue to support your organization long after the engagement ends
audit preparation & completion
Navigate your audit with confidence—from preparation through completion.
Organize financial records and supporting documentation.
Coordinate audit requests and communications with your auditors.
Identify and resolve documentation gaps before the audit begins.
Strengthen internal controls and approval processes.
Improve record retention and financial documentation.
Reduce audit stress by creating an organized, audit-ready environment.
custom finance projects
Flexible engagements tailored to your organization's goals and financial operational needs.
Interim financial leadership and project-based operational support.
Financial operations assessments and improvement plans.
Development of financial policies and Standard Operating Procedures (SOPs).
Finance Operations Manuals and staff transition documentation.
Workflow redesign and process improvement.
BEST FIT
Organizations that typically benefit most from my services have the following characteristics:
Annual operating budget of $750,000+
Annual independent financial audit
Existing bookkeeper or outsourced accounting support
Leadership seeking to strengthen financial operations and improve organizational efficiency
Organizations looking for project-based financial leadership to enhance systems, processes, and internal controls
SERVICES NOT PROVIDED
The following services fall outside the scope of my consulting practice:
Bookkeeping, month end close and financial reporting
Financial forecasting
Payroll administration
Grant management
Tax preparation/Form 990
Ongoing Controller or CFO services
Permanent finance staffing