I offer supportive, practical, and compassionate financial consulting & coaching to arts & culture organizations in the San Francisco Bay Area and beyond. I work primarily with nonprofit organizations with annual budgets ranging from $10,000 to $2.5 million. The goal of my work is to bring ease and clarity to the incredibly stressful world of nonprofit finance. My primary services for nonprofits include:
Accounting setup, redesign, and maintenance. Would you like a financial tracking system that isn’t a pain to use? I work with organizations from tiny, brand-new nonprofits to established institutions to review, revisit, rebuild, and refresh your accounting system so that it’s working to meet your needs, not the other way around. I can help you get set up to run your reports without a struggle; clearly track grants, fiscally sponsored projects, and multi-year income; streamline your data entry; ensure your system reflects your organization’s specific needs; and much more!
Budget creation, oversight, and support. Budgets are essential tools for articulating the vision, direction, and values of an organization. I work with organizations to create and/or redesign organizational and project budgets that feel elegant, legible, and powerful. I can help guide you towards a budget process rooted in core values, balance the practical needs of forecasting with the impossibly of perfect prediction, and leverage your budget as a profound storytelling tool to ask for the support your work needs and deserves.
Workshops, coaching & training. I offer personalized workshops and coaching sessions designed to empower you to get the financial tools that are genuinely right for you and leverage them in support of your work. Learn Quickbooks, demystify financial concepts, build budgets that help you dream wild dreams, discover best practices for tracking transactions, learn to speak confidently about your finances, and more!
Whether you’re a board member who would like to ask good questions about last month’s financials, an executive director who can’t figure out how to track restricted grants without wanting to tear your hair out, or a staffperson trying to manage a confusing project budget, I can help you clarify financial concepts, get the most out of your financial tools and systems, and translate between institutional and everyday language in a way that honors the insight, dedication, and expertise you’re already bringing to the table.
My favorite part of my work is the call that ends with a client saying “Wow, this feels so much less daunting!” If you feel daunted, overwhelmed, or stressed out by the work you’re doing with your organization’s finances, it almost certainly means that your financial tools & systems could be working better for you. Does this resonate for you? Contact me and let’s talk! I offer free 30-minute consultations for potential new clients.