Providing expert advice and guidance to nonprofits and small businesses on managing their finance and accounting operations, helping them optimize their financial strategies, improve budgeting, reduce risks, and plan for future growth.

Analysis of financial data to help ensure that the financial information is organized and presented in a standardized format typically include the balance sheet, income statement, and cash flow statement for basic internal financial overview or reporting purposes.

Compiling client’s financial data into a system of accounts, such as QuickBooks, that includes proper categorization, scanning and filing of receipts as supporting documentation to provide a timely sense of financial position.