Accounting Software


  • Initial QuickBooks structure and set-up

  • Training for you, your staff or volunteers on how to use QuickBooks

  • QuickBooks system review and clean-up

  • Periodic or routine oversight of your QuickBooks data

  • How to use QuickBooks in a nonprofit environment

    • Tracking receipt and use of restricted funds​

    • Program revenue and expense

    • Functional expenses

    • Net asset classifications


  • MIP Fund Accounting

  • Selecting new accounting software

  • Reconciling between systems

  • Automating processes while maintaing financial controls


Deep Industry Knowledge

For 20 years I've worked with nonprofit organizations in a wide range of roles - auditor, tax preparer, consultant, bookkeeper and finance director. In these different roles, I've helped organizations design their chart of accounts and other tracking functions, assisted in researching and implementing new processes, and set up best practices in financial oversight and review. I've prepared 990's for a wide variety of organization types and worked to resolve issues with the IRS. I've also helped organizations through periods of staff turnover and through the recovery of a negative audit experience.

Passion for Organizational Success

I have a passion for working with small to mid-sized organizations and have extensive experience creating systems that work with limited administrative staff and  financial resources. 

There are so many organizations doing amazing work! I enjoy being able to help organizations fill critical needs in our community and beyond!