Accounting consultants who can scale services to assist your organization

Services We Provide

Trusted Advisor

  • Partner / Member of Client Leadership Teams.
  • Trusted Advisor to Executive Directors and Business Owners.
  • Key Member of Executive Team participating in the direction and vision of the organization.

Business Analysis

  • Collaborate with Management to increase revenue and reduce expenses within the parameters of budget, revenue, and the ability to produce desired outcomes.
  • Develop dashboards to monitor organizations and subrecipient monitoring.
  • Build cash flow projections including monitoring cash on a weekly, quarterly, and annual basis.

Financial Sheet Analysis

  • Analyze and review organization’s financial statements pinpointing key positive and negative areas.
  • Present statements in Board Meetings and discuss and clarify the statements to all levels of audiences.

Internal and External Audit Client Support

  • Maintain accurate and auditable records to maintain compliance and integrity.
  • Work with Auditors as the key contact to support Clients during the audit period.

Data Driven Analysis and Insight

  • Analyze and review information quickly to interpret and reconcile information.
  • Integrate and extrapolate multiple lines of records to build reports and provide data summary.
  • Build processing systems using Microsoft Suite tools.

Executive Administration

  • Provided interim leadership as a temporary Executive Director during a difficult transition time. 
  • Started and grew Keelsra Business Services from 0 Employees to 10 Staff including multiple levels of accounting support positions.
  • Contributed as Director / Senior Manager of a CPA firm in their Managed Financial and Accounting Services group.

Staff Mentoring

  • Developed Staff from Clerical and Administrative Employees to Controller.
  • Key role in reinstatement of relationship between Staff and Client to strengthen and support Client trust.
  • Team builder with strong communication and mentoring skills. Built and developed high-performance Teams / Leaders. Established Professional Development and Succession Planning processes to retain top talent.

Process Improvement

  • Creative thinker developing and executing initiatives and strategy.
  • Identify problems and create opportunities. Partner with all levels of Management and direct Program Staff to develop and create solutions to optimize processes.

Grant Support

  • Worked with numerous local, state and federal grants from Proposal, Budget, Transactional Tracking, to Funder Reporting.
  • Maintained proper support for each grant and program and support Clients during funder audits.