Financial Consulting for Nonprofit Organizations

About

Me

My Story

I began my accounting career in 2002 as an auditor in a firm that focused mainly on nonprofit organizations. Since that time I've worked exclusively with nonprofits, with a specific focus on smaller and mid-sized organizations. I've worked as an auditor, tax preparer, in-house finance director, and consultant. I'm passionate about helping organizations establish and maintain the financial structures necessary to achieve long-term success.

I live in Lynnwood with my husband and three kids, and enjoy cooking, hiking, and volunteering in our kids' schools and a local foster care organization.

 

What 

I

Offer

QuickBooks

  • Initial QuickBooks Structure 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 expenses

    • Functional expenses

    • Net asset classifications

Audit Preparation

  • Is it your 1st audit? Let's review your accounting data, financial structures and organizational policies to help you get audit ready.

  • Assistance implementing changes suggested by your auditor

  • Audit preparation assistance - reviewing financial statements and preparing audit schedules to give to your auditor

  • Not sure if you need an audit? Give me a call and we can talk about when an audit might be necessary.

 

Consulting

  • Internal Control Assessments

  • Financial policies creation and review

  • Interim or part-time CFO

  • Financial statement preparation, review and analysis

  • Budgeting/forecasting

  • Cash flow analysis

  • Grant budget preparation and reporting

  • Government contract budgeting, tracking and reporting

Taxes

  • Preparation of IRS Form 990, 990-t, and 990-EZ

  • State tax return preparation

Why

Me

Deep Industry Knowledge

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!

 

Contact

Me

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My Address

19710 26th Ave W

Lynnwood, WA 98036

My Phone No.

206-914-3288

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