OUR SERVICES

Services & Solutions

Fractional CFO & Executive Leadership

Strategic partnership for CEOs and Boards who need high-level fiduciary stewardship and long-range vision.

Strategic Financial Planning: Long-range forecasting and data-driven modeling to guide organizational evolution.
Board & Committee Support: Providing Treasurers and Audit Committees with clarity, transparency, and executive-level insight.
Interim Leadership: Serving as a steady hand during executive shifts or organizational transitions to maintain stability and funder confidence.

Transformation & Financial Restoration
Specialized expertise in navigating high-stakes organizational milestones and financial recovery.

Financial Restoration: Reorganizing "messy" or neglected financial infrastructures into stable, audit-ready systems. I specialize in restoring funder and board confidence during leadership transitions
Infrastructure Design: Building the "Checks and Balances"—internal controls, policies, and remote-work workflows—that protect assets and ensure long-term resilience.
Legacy Stewardship & Transitions: Providing fiduciary leadership to manage the full lifecycle of an organization, including specialized experience in strategic foundation sunsets and mission-aligned capital deployment.

Nonprofit Financial Ecosystem & Endowment Oversight
Leveraging deep expertise in philanthropic finance to safeguard and mobilize capital.

Endowment & Investment Stewardship: Oversight of diversified portfolios, including mission-aligned capital deployment and impact investment reporting (experience with $180M+ endowments).
Fund Accounting & Grant Compliance: Navigating the complexities of restricted vs. unrestricted assets and fiscal sponsorship management.
Audit & Tax Excellence: Directing the annual audit process and Form 990 preparation to achieve consistently clean results.

Capacity Building & Operational Support
The robust foundation required to support high-level strategy and team growth.

Executive Coaching: Financial management training for non-financial executive leaders and boards to improve financial literacy.
Back-Office Management: High-quality bookkeeping, accounting, payroll administration, and specialized grants management.