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How I Can Help

Below is a list of standard offerings that I provide. If none of the packages below feel like a proper fit, I'm always happy to meet and see how I can support your needs.

Tier I Support

Full-service Finance Department

Designed for organizations with a large number of monthly transactions.


Includes maintenance of accounting software and records, invoicing, payment processing, monthly reports and biweekly calls.

Tier II Support

Full-service Finance Department

Designed for organizations with a smaller number of monthly transactions.


Includes maintenance of accounting software and records, invoicing, payment processing, monthly reports and calls.

Tier III Support

Financial Summaries & Reviews

For orgs that process their own invoices/payments and that maintain their own accounting systems.

Includes monthly or quarterly reporting and reviews, monthly call, grant and regulatory reporting support.

Annual Audit Support

Audit Coordination

Includes internal review of Balance Sheet and Income Statement, preparation of Balance Sheet supporting documents, liaise with audit team on your behalf.

Cleanup/Catchup Bookkeeping

Bring Books Current

For those that need their books brought up-to-date. Includes review of transactions, review of chart of accounts, and classification of outstanding transactions.

Setup Accounting Software

Get Started in a New System

For those that are ready to get out of spreadsheets and get into a software system.

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