Category: Financial and Operations Systems

Implemented systems for maintaining accounts, preparing financial statements, and drafting and monitoring the annual budget. Managed 15+ audits.

Implemented staff onboarding, project management systems, and financial policies. Developed accounts policies and systems to prepare for the first audit, set up a new donor CRM, and drafted $1 million+ budget and cash flow projections.

Conducted organizational health evaluations on strategy, compliance, finance, workforce, and impact and learning.

Created a repeatable systems toolkit to help small nonprofits grow sustainably.