Customer Driven Solutions & Services

Financial Consulting for Non-Profit Organizations

As a non-profit, your mission is to help others. But sometimes the requirements to operate even a small non-profit can be overwhelming. A single audit or program audit can be really stressful and time consuming and many non-profits simply aren’t staffed to get through it. We are experienced at guiding non-profit organizations through these situations. We will work as a bridge between your staff and your CPA. We can also review your current processes, implement best practice solutions and strong internal controls so you can operate effectively and efficiently and get back to fulfilling your mission of helping others.

QuickBooks Online Training & Sales

We are Certified QuickBooks Pro Advisors. We can help with the purchase, set-up and training for QuickBooks Online. We also offer QuickBooks training sessions either in-person or virtually.

Outsourced CFO & Controller Services for Non-Profit Organizations

Sometimes managing the financial side of non-profit can feel like a full-time job in itself. Maybe you need CFO or Controller level expertise for things like budgeting, strategic planning and analysis, but you don’t need a full time person. Or maybe you just need someone to reconcile your accounts monthly. We can help.