A licensed CPA with deep expertise in outsourced accounting and fractional CFO services, providing strategic financial leadership to small and mid-sized businesses. I specialize in helping organizations streamline their accounting operations, improve financial visibility, and make data-driven decisions for growth. With a strong command of cloud-based systems and a hands-on approach, I offer end-to-end support—from bookkeeping and month-end close to budgeting, forecasting, and cash flow management. As a trusted advisor, I work closely with clients to develop financial strategies, optimize performance, and ensure long-term sustainability.

Outsourced Accounting

  • Record Journals
  • Post General Ledger
  • Post other Ledgers (Depreciation, payroll, AR, AP, etc)
  • Bank reconciliations
  • Reconcile Balance Sheet Accounts
  • Monthly Closing Activities

Compiled Financial Statements

  • Prepare financial statements in accordance with U.S. GAAP (or other applicable frameworks)
  • Format and present income statement, balance sheet, and cash flow statement
  • Perform reasonableness checks and trend analysis
  • Identify and document key financial disclosures
  • Compile financial data into clean, investor-ready reports
  • Provide a CPA-signed compilation report (if required)

Other Fractional CFO Services (Grant-Focused)

  • Indirect cost rate proposal development and negotiation
  • Strategic financial planning for grant-funded programs
  • Internal controls assessment and corrective action planning
  • Budget reforecasting and grant modification support
  • Cost share/match tracking and compliance
  • Audit preparation and support (Single Audits, OMB Compliance)
  • Financial reporting tailored to funder requirements
  • Staff training on federal and state grant regulations
Other Fractional CFO Services in Flagstaff, AZ