Your Independent CFO

You don't have to be a large nonprofit to hire an Independent Chief Financial Officer. In fact, with a professional CFO by your side, you're taking the necessary steps to demonstrate that you're a credible organization worthy of larger donations. As your trusted partner, I will help you establish transparency and compliance with all applicable laws and regulations, in order to ensure trustworthiness among donors. By creating a robust financial system, together, we can increase confidence amongst stakeholders, while keeping operations running smoothly so that bigger goals are within reach. Reach out to me, my books are open to you.

Your All-Season Tax Partner

Filing taxes can be intimidating, especially for nonprofit organizations who want to maintain their tax-exempt status. However, tax season doesn’t have to be so stressful. By working with a professional CFO, I can take care of preparing and filing your papers prior to the tax filing deadline, saving you from steep penalties and unnecessary headaches. Additionally, I will help you familiarize with common tax issues that affect nonprofits so that you are fully aware of your legal obligations at state and federal level. Don’t get caught up with any last minute surprises – prioritize filing with confidence with a trusted tax partner by your side. Where ever you are in the USA or abroad, I can virtually help you in filing an accurate tax return while maximizing deductions for your personal, business, or nonprofit needs.

Your Business Formation Service

Whether you want to start a business or nonprofit, I am here to help. Coming up with a business idea is just the beginning. Incorporating your business can be tricky at times if you do not have the right support. I will give you insight about the various business structures, and help you decide which one is right for you. 

Don’t let fundraising challenges stand in the way of achieving your nonprofit’s mission. With my 7-Figure Fundraising Roadmap, you’ll unlock the strategies and tools needed to build a thriving donor base and scale your organization to seven figures. I’ll guide you step-by-step in creating a robust fundraising strategy, even if fundraising isn't your expertise.

Over the course of 12 months, you’ll have access to pre-recorded videos, comprehensive handouts, actionable checklists, and group coaching calls—all accessible through a convenient mobile app. You’ll also join a community of like-minded nonprofit leaders, where you can share insights, gain support, and grow together. My proven I.M.P.A.C.T. method has helped nonprofits worldwide raise over $15 million—and now it’s your turn to achieve extraordinary growth.

Join my 7-Figure Fundraising Roadmap and transform your fundraising efforts into a powerful engine for scaling your nonprofit to seven figures!

Your VIP Day

You can reserve a day with me to help your executive team get some well needed clarity on how to better run your organization and make the impact you are seeking in the world.