Financial clarity for nonprofits and businesses
We handle the finances, HR, reporting, and financial guidance — so you can spend your time on your mission or your business, not your spreadsheets.
Core Expertise
Accounting and Bookkeeping
Accurate, up-to-date books are the foundation everything else is built on. We manage your day-to-day bookkeeping and monthly close so your financials are always current, reconciled, and ready to act on — whether that's for a board meeting, a grant application, or your own peace of mind.
Fractional CFO/Controller
Get the financial leadership of a full-time CFO or Controller, sized to what your organization actually needs. From cash flow strategy to financial systems and reporting, we step in as a true partner to your leadership team — helping you make informed decisions without the overhead of a full-time hire.
Budgeting and Forecasts
A good budget isn't a document you file away — it's a tool you use all year. We build rolling forecasts and budgets that flex as your organization changes, so you can plan ahead with confidence instead of reacting to surprises.
Board Meeting and Audit Prep
Board meetings and audits go smoothly when the numbers are ready before anyone asks for them. We prepare your financial reporting, package it for your board or auditors, and are there to answer questions — so you walk in prepared, not scrambling.
Who We Work With
We serve nonprofits, associations, and businesses across the Mid-Atlantic region — organizations that need dependable, senior-level financial management without the cost of a full-time hire.
"Having a trusted partner with deep financial expertise gives our board peace of mind in our decision-making."
About Us
Meet Joanna. She has 20+ years of experience advising and supporting businesses and nonprofit organizations, both large and small. She has overseen all finance and accounting functions, including bookkeeping, payroll, budgeting, and reporting. In addition, Joanna has managed employee benefits, recruitment and retention efforts, and statutory reporting requirements. She has helped executives and the board of directors feel confident that their finance and accounting departments run efficiently and effectively.
Every engagement is customized. Depending on what you need, we can serve as your bookkeeper, controller, or CFO — adapting as your organization grows and your needs change.