What We Do

For more than 25 years, I have been helping people get information from their accounting systems they can trust.  Working as a Chartered Professional Accountant (CPA, formerly CA), controller, CFO, Board member, Treasurer and consultant has given me insight into the different needs people have for financial information.  My training as a Project Manager helps me analyze requirements and create a workable plan. And my certification as a Microsoft Dynamics professional and a QuickBooks Online ProAdvisor have given me the software tools I need to optimize software tools.

The major areas I help clients with are:

• Charity Accounting
• QuickBooks
• Microsoft Dynamics
• Financial Reporting and Clean Up
• Entrepreneurial Business (Lean StartUp)
• Customer / Donor Relationship Management

I work both alone and as part of a team.   I will work with your existing staff or bring in additional resources where necessary.  We do more than just give you a report.  If we need to roll up our sleeves and do a year’s worth of reconciliations, then that is what we do.  Or if you need a full new accounting system, we can do that too.