about the firm

You deserve to have a firm grasp on your nonprofit’s finances. You need timely, understandable, useful financial information to help you make decisions about staffing, new programming, grant budgets, and many other issues you face as a nonprofit executive. My vision is to help you streamline your financial operations so you can focus on your organization’s mission. The firm does this by helping you develop accounting systems that give management the information you need for grant reporting, tax reporting, and internal decision-making; providing training and support to build capacity within the nonprofit; and providing accounting services that cannot be effectively performed in-house.  Your work is important – you deserve to have accurate, understandable financial information without unnecessary administrative burden.

At the heart of every client relationship is advisory services. To run the business of your organization, you want more than just financial reports – you need realistic budgets for each of your programs; you want to enter board meetings with confidence that you are equipped not only to respond to all questions and requests, but to proactively guide your board to the issues that need their attention; you want to spend less time wrangling with spreadsheets; you want to rest easy that you are in compliance with the many regulatory requirements that affect our sector. In your journey to grow your organization and improve its efficiency, we are beside you every step of the way.  Whatever transactional services we provide our clients (tax preparation, frontline accounting, financial statement services, etc.), we bring to the work specialized expertise in nonprofit compliance and best practices, and we are committed to helping you perform at the highest level. Our client relationships are focused on the nonprofit as a whole, not just on the accounting transactions.

We serve our clients best when our team is well-integrated with your operations, such that we are your advisory CFO, Controller, and, if desired, your frontline accountant as well. The more wholistic the relationship, the more value we are able to add.

Our clients often tell us, “you’re not a typical accountant.” When we ask for details, the story they tell describes the value we offer beyond the requisite accounting skills:

• Strategic Thinking: Our ability to think critically and strategically about financial matters can help identify opportunities for growth and make recommendations to improve your organization's financial health.

• Communication Skills: Our ability to communicate financial information to stakeholders in a clear and concise manner can translate financial data into actionable insights that can be easily understood by non-financial staff and board members.

• Integrity and Ethics: Our commitment to upholding the highest standards of integrity and ethics in all financial matters can ensure that your organization maintains financial transparency and accountability.

• Mission-Driven: We work with clients whose mission resonates with us as individuals, and our commitment to your mission can ensure that financial goals are aligned with your overall strategic plan, ultimately contributing to the success of your work.

The guiding strategic principles of the firm are responsiveness and superior quality.  I’m committed to keeping the firm small so that we can offer our clients maximum flexibility within our wholistic model. The services we offer are by their nature entirely unique for each client, and by keeping the firm’s infrastructure at a minimum, we can respond to the individualized wishes of our clients.

Our firm serves nonprofit organizations exclusively so that we can maintain the depth of knowledge that nonprofit accounting requires. As accounting rules have become more complex and specialized by industry, CPAs are focusing our work on specific niches, because it’s become too difficult to maintain competency in multiple industries and practice areas. I chose to focus my career on serving nonprofits because of the critical social change work the sector performs, and I believe our concentrated expertise offers unique value to our clients.  

I am proud of the firm and of the role we play in each of our clients’ success.  Please reach out if you’d like to explore partnering with us to free you from the details of your nonprofit’s financial management.

The firm is licensed by the N.C. State Board of CPA Examiners, License # 30757