Services

Financial Operations Optimization

I help organizations streamline their financial operations by auditing and redesigning systems across compliance, accounting, operations, fundraising, and political departments. Whether you’re struggling with inefficiencies, high costs, or manual processes, I tailor solutions that leverage technology to improve cross-functional collaboration, reduce operational costs, and free up valuable time for your team. I also work with you to refine your fundraising and accounting data entry methods, ensuring more accurate and strategic decision-making. Whatever your specific challenges, I can help you create an integrated, efficient financial system that drives better outcomes for your organization.

Compliance Consulting

With over a decade of experience in political compliance, I specialize in helping political committees and nonprofit organizations navigate the complexities of campaign finance and regulatory compliance. My approach focuses on providing clear, actionable guidance that ensures your organization stays fully compliant with federal, state, and local regulations while minimizing risk. Whether you need support with campaign finance compliance, reporting, or advice, I tailor solutions to meet your specific needs.

Staff Training

I offer comprehensive financial operations training programs tailored to your team’s needs, covering a wide range of key areas such as processing financial transactions, preparing tax documents, and ensuring federal and non-federal compliance and reporting. My training also includes best practices for financial management systems, compliance-related tools, and donor correspondence. In addition to hands-on training, I provide ongoing support to ensure that your team stays up-to-date with evolving regulations, helping you mitigate risk and maintain compliance. My goal is to empower your team with the knowledge and tools they need to operate efficiently, effectively, and with confidence, allowing you to focus on achieving your organization’s goals.

Temporary Staffing

I provide hands-on, temporary staffing support for accounting, compliance, financial management, and fundraising operations. Whether you need assistance during peak periods, a specialized project, or an experienced professional to fill in during a gap, I step in directly to manage the workload. With my expertise in political finance and compliance, I seamlessly integrate with your team, ensuring that your operations continue smoothly, efficiently, and in full compliance, all while maintaining the highest standards of accuracy and attention to detail.