Services
With over 20 years of industry experience, I've partnered with businesses of all sizes and sectors.
I utilize holistic, comprehensive approac to business coaching and consulting. Together we will perform an analysis of your business to determine strengths, opportunities, risks, and challenges AND we will form a plan to address each.
My focus is in delivering results. You will have more tools and a better understanding of your business along with a stronger sense of direction for the future. You will have an action plan for improvement, an accountability partner, and sounding board.
Fractional CFO Services
Monthly Fractional CFO
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Financial dashboard with KPIs + budget-to-actual analysis
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Cash flow forecasting + reserves planning
Project-Based Engagements
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Budget development for new fiscal year or grant
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Grant Reporting
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Board financial reporting design + templates
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Internal financial control policy creation
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Internal audit or external audit preparation
Consulting
Specialized consulting is available upon request in areas such as business growth strategy, special accounting project needs, project management for your accounting team, accounting team training, and advising on new business setup and structure.
Tax Preparation
Tax Preparation and planning for 990, 1120 and 1120S, and individuals.