Get the financial expertise your business needs without hiring a full-time CFO or Controller. With over 25 years of hands-on accounting and finance experience, The Friendly Ledger provides small businesses and nonprofits with financial oversight, reliable reporting, budgeting, cash flow management, and stronger accounting processes - helping you make informed decisions with confidence.
Strategic financial leadership without the expense of a full-time executive. Services include cash flow forecasting, financial strategy, budgeting, performance analysis, and guidance to support informed business decisions.
Experienced oversight of your accounting operations, including month-end close, financial statement preparation, account reconciliations, internal controls, process improvements, and accounting system optimization.
Clear, actionable financial information through customized management reports, budget-to-actual analysis, financial dashboards, forecasting, and board reporting. Turn complex financial data into insights you can use.
With over 25 years of accounting and financial management experience, I bring practical, hands-on expertise to businesses and nonprofits that need dependable financial leadership. My credentials include QuickBooks Level 2 Certified ProAdvisor, Intuit Enterprise Suite Certification, QuickBooks Workforce Certification, and Client Advisory Services Foundations.
My background includes overseeing accounting operations, managing audits, developing budgets and forecasts, strengthening internal controls, and improving financial systems and processes.
I understand the challenges of managing financial operations with limited resources. My approach focuses on accurate reporting, efficient processes, and straightforward financial guidance - not unnecessary complexity.
Advanced QuickBooks Online expertise in accounting workflows, reconciliations, financial reporting, and troubleshooting.
Specialized knowledge in multi-entity accounting, consolidated financial reporting, and managing complex financial operations.
Training in financial advisory services, business performance analysis, and providing actionable insights to support informed business decisions.
The Friendly Ledger works with small and growing businesses, nonprofits, and organizations that need experienced financial management but may not require a full-time CFO or Controller. Services are tailored to each organization's size, operations, and financial needs.
Services are generally structured as monthly engagements with clearly defined responsibilities and deliverables. Pricing depends on the complexity of your operations, the level of financial oversight required, and the agreed scope of services. Project-based engagements may also be available.
Fractional CFO and Controller engagements focus primarily on financial oversight, reporting, planning, and accounting operations. Hands-on accounting support, reconciliations, cleanup, and process improvements may be included depending on the agreed scope. Services are customized rather than offered as an unlimited package.
To get started, use the Request a Consultation button to share a little about your organization and the financial support you're looking for. We'll discuss your needs and determine whether an engagement is a good fit.
Looking for experienced financial leadership without a full-time commitment? Share a little about your organization and the support you're seeking. I'll be in touch to discuss how The Friendly Ledger can help.
