Financial Clean Up & Stabilization

Helping nonprofits rebuild or organize their financial records.

pile of printing papers
pile of printing papers
Financial Clean Up

We restore accuracy and order to your financial records by correcting errors, reconciling accounts, and organizing historical data. Our services ensure your books are complete, reliable, and ready for reporting, audits, or ongoing bookkeeping.

Desk with papers, glasses, calculator, and office supplies
Desk with papers, glasses, calculator, and office supplies
Ongoing Bookkeeping & Fund Accounting

We provide reliable, day-to-day financial management, ensuring transactions are accurately recorded and funds are properly tracked and reported. Our services include maintaining up-to-date books, monthly reconciliations, and managing fund allocations.

Grant Compliance & Audit Readiness

Guiding nonprofits through grant accounting.

a wooden table topped with papers and a pen
a wooden table topped with papers and a pen
Grant Compliance

We help organizations adhere to grant requirements ensuring proper use of funds, accurate financial reporting, and complete documentation. Our services include grant budget monitoring and tracking, grant expenditure review, preparation of grant financial reports, restricted fund compliance, documentation preparation for grant audits.

a person working on a laptop
a person working on a laptop
Audit Readiness

We prepare organizations for audits by ensuring financial records are accurate, organized and fully supported. Our services include reconciling accounts, reviewing internal controls, and compiling required documentation, helping streamline the audit process, reduce risk, and ensure confidence in your financial reporting.

Financial Reporting &
Policies and Procedures Development

Clear financial visibility for leadership, boards, and donors.

Someone analyzes financial data on a tablet.
Someone analyzes financial data on a tablet.
Financial Reporting

We deliver clear, accurate financial reports and board-ready presentations that translate complex data into meaningful insights. Our services include preparing monthly and quarterly financial statements, budget-to-actual analyses, and customized board reports.

silver MacBook beside space gray iPhone 6 and clear drinking glass on brown wooden top
silver MacBook beside space gray iPhone 6 and clear drinking glass on brown wooden top
Policies & Procedures Development

We design and document clear, compliant financial policies and procedures tailored to your organization. Our services include developing internal controls, standardizing processes, and aligning practices with regulatory and funder requirements.

Here's what people say...

Teresa was our accounting life-vest! Teresa was an absolute joy to work with and always made us feel secure in our accounting. Not only was she incredibly responsive, communicative and proactive. When Teresa works with you, she really becomes a teammate, invested in the success, health and wellbeing of the organization. I loved working with Teresa and would recommend her to all small non-profit organizations!

- Lilly Lerner

As an accounting manager, Teresa consistently demonstrated a deep level of knowledge and professionalism that gave me complete confidence in her work. What truly set her apart was her personable approach; she made complex financial matters easy to understand and was always approachable, responsive, and genuinely invested in helping her clients succeed. Her commitment to outstanding customer service never went unnoticed; she went above and beyond to ensure everything was handled accurately and efficiently. I highly recommended her to anyone seeking a skilled, reliable, and client-focused accounting professional.

- Yaisa Hagood