Fit

Built for organizations that answer to someone else

Nonprofits, grant recipients, small businesses, and subrecipients across Ohio and the Midwest. What my clients share is not size or sector — it is that somebody else audits their paperwork.

Nonprofits & grant recipients

Primary need: fiscal and compliance accuracy, audit readiness, board-legible reporting.

Restricted funds, multiple awards with different rules, a lean staff, and a board that needs to see clean numbers. This is my core fit and where my grants expertise pays for itself fastest.

Grants practice →

Small businesses

Primary need: a real back office without hiring one.

You need the books right, payroll run, vendors paid, and someone to call — without adding a finance department. Twenty-eight years of doing exactly this is the reason my core client base is stable.

Accounting & Bookkeeping →

Subrecipients

Primary need: compliance rigor and reporting discipline.

When funding passes down to you, the compliance obligations pass with it — on standards you did not write and timelines you do not control. I bring the documentation discipline that keeps an award renewable and a monitoring visit uneventful.

Compliance work →

Regional by choice

I am not trying to be everywhere

My growth plan keeps me in my region rather than spreading across new markets. That is deliberate: it means I know the local funders, the state agencies, and the auditors — and it means I can be in the room when it matters.

Local knowledge that compoundsState pass-through agencies and their monitoring habits are not documented anywhere. I have learned them.
AvailabilitySame-week answers, year round — not just during close or tax season.
Reputation as collateralTwenty-eight years in one region means my references are people you can actually call.

Honest scoping

When I am not the right call

I would rather say so in the first conversation than discover it in month four.

You need an audit performed.I prepare for audits and respond to them; an independent auditor has to be independent. I will point you toward firms I trust.
You need tax returns prepared.I do not prepare company tax returns. I do the detail work first and prepare the financial statements, then hand off to a tax professional — and I will refer you to one.
You need tax representation or legal advice.I coordinate closely with CPAs and employment counsel, and I will tell you when a question belongs with them.
You need enterprise-scale volume.If your transaction volume needs a department, you need a department. I will say so.

Not sure where you land?

The two-minute audit-readiness self-check will tell you which parts of your grant file are actually covered — no email required to see your result.

Take the self-check