Financial Systems, Bookkeeping Oversight, and Clarity Consulting for Small Businesses and Nonprofits

Does This Sound Familiar?

Do your financial systems feel fragile or reactive?


Does month-end feel like a scramble?


Are reconciliations taking more time and energy than they should?


Do the same financial issues keep resurfacing?


Are your systems delaying confident growth?


Do decisions feel overwhelming because of the reliability of your data?

About Me

I’ve experienced burnout firsthand in both the finance and nonprofit world, and that experience shapes how I work today. When the mission matters and the work feels too important to pause, stepping away can feel impossible.

Over time, I realized the issue wasn’t a lack of commitment, it was a lack of systems. Outdated processes, manual workarounds, and years of accumulated data issues quietly created unnecessary stress and long hours.

My work focuses on changing that. I help nonprofits and small business owners understand the financial building blocks of their organizations, even if they don’t consider themselves “numbers people”. I document processes so teams can step away with confidence, and I build automations and workflows that save time and reduce pressure.

My goal for you isn’t just accurate financials, but sustainable systems that support the wellbeing of the team behind the numbers.

Mission

To strengthen the financial infrastructure of mission-driven nonprofits and help small business owners build sustainable systems that support growth, balance, and lasting community impact.

Photo by cottonbro studio on Pexels.com

Monthly Service Packages

Starter / Stability Package

Best for startups and small nonprofits that need financial clarity and clean records.

-Monthly bookkeeping (volume based)
-Core account reconciliations
-Basic financial reports
-Email support

Pricing starting at $450/month

Growth / Systems Package

This package is an excellent fit for organizations scaling programs, staff, or funding.

-Full monthly bookkeeping, including account reconciliations
-Financial system optimization and process improvement
-Quarterly coaching or advisory session

Complex / Transformation Package

For organizations with grants, audits, or system change initiatives.

-Grant and restricted fund tracking
-System cleanup or optimization
-Board-ready financial reporting
-Ongoing advisory access

Project Based & Specialized Services

Bookkeeping Catch-Up & Complex Reconciliations

Cleanup and correction of overdue or inaccurate financial records. Ideal for organizations facing backlogs, discrepancies, or upcoming audits.

Accounting Software Migrations & Database Transitions

Guidance or project management for accounting system setup, cleanup, or transitions. Ensures accurate data mapping and clean, compliant records.

Ongoing Advisory and As-Needed Consulting

Strategic financial guidance for existing clients as organizational needs evolve. Provides steady support, informed insight, and experienced financial leadership.

Financial System Setup & Growth Readiness

Design and implementation of scalable accounting systems, internal controls, and workflows. Built to support growing organizations for long-term stability.

Financial System Assessment & Remediation

Comprehensive review and repair of inefficient or failing financial systems. Focused on identifying root causes and implementing sustainable, long-term fixes.

Pricing for special projects varies based on scope and complexity. Hourly rates range from $65–$130. Schedule a time to connect and receive a customized quote tailored to your business needs.