Financial Management Consulting for Non-profit Organizations

I can provide periodic reviews of your financial status and systems, turn complex documents into reports that are easy to read and understand, and provide essential management tools. My experience in working with nonprofit clients grappling with similar issues has given me the experience and insight to help save your organization time and money.

With the advent of electronic file sharing via e-mail and live web meetings most design and follow-up work effectively, efficiently and at a reasonable cost.


  • Monthly or quarterly financial review
  • Report preparation:
    • Budget analysis
    • Report preparation for local, state, federal agencies
    • Other reports as needed
  • Presentations for management and board:
    • Financial data
    • Statistical data
    • Financial training and orientation for board and staff
  • Preparation for and work with outside auditors