Start with a 60-minute discovery call to talk about your current financial setup, what's been weighing on you, and where you need the most clarity. I'll ask a few questions, and get to know you and your ministry better.
After we chat, I will send over a clear quote and service outline based on your needs, timeline, and goals. Every organization is different, your plan should and will reflect that.
Once you have been onboarded, I'll take the weight off your shoulders and start organizing your numbers. With monthly updates and expert support, you'll have the freedom to focus on the ministry.

For nonprofits who want peace of mind in their day-to-day finances.
From categorizing transactions and reconciling accounts to running payroll, paying bills, and managing receivables, this service provides consistent, reliable financial support. You stay focused on the mission. I’ll steward the numbers.

Clear, visual insight to support confident leadership.
Offered with each monthly service package. To provide easy-to-read dashboards and reports that show what’s working, what needs attention, and how your resources are being used. Designed for nonprofit leaders and boards who need clarity without confusion.

Tax filing support for individuals and small business owners.
Tax preparation is offered for individuals and sole proprietors (Schedule C) who want their returns prepared accurately and with care. This service is separate from nonprofit bookkeeping and is designed for business owners who need clear, compliant filing without the stress of doing it alone.
If you’re a nonprofit, tax preparation is not currently offered. I’m happy to coordinate with your CPA or tax professional as part of your monthly financial support.
