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Functional Expense Allocation workbook
My published method for splitting a nonprofit's costs into program, management and fundraising, as a workbook you can use on your own books.
30-minute call
Books check-up
A look at where your books are and what it would take to make them audit-ready: chart of accounts, restricted funds, cash-to-accrual, 990 mapping. You leave with a short written list of what to fix first.
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Ongoing engagement
Fractional controller
Ongoing part-time controller work for nonprofits: close, reporting, grants and restricted funds, fiscal sponsorships, audit prep. I've done this work since 2009.
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