Expert Financial and Tax Consultation

Providing high-level financial leadership on a temporary (interim) or part-time (fractional) basis. This includes everything from board presentations and strategic planning to managing the finance team.

This is for organizations in transition (e.g., a departing CFO), organizations that need C-suite expertise but can't afford a full-time hire, or organizations undergoing a major change (like a capital campaign or new system implementation).

Recently, I served as Interim CFO at Emerson and Controller role at Brandeis. I can help run an entire finance function immediately.

Expert guidance on complex tax-exempt issues (Form 990, UBIT), financial statement presentation, and ensuring compliance with state (AG) and federal regulations.

This is for organizations that are facing an audit, concerned about unrelated business income tax (UBIT), or whose board needs assurance that their reporting and compliance are iron-clad.

I have experience as a Tax Managing Director at KPMG and Grant Thornton specializing in this kind of work. My experience provides unparalleled insight into what regulators look for

A deep-dive assessment of a non-profit's financial functions (accounting, budget, payroll, procurement, etc.) to identify inefficiencies, strengthen internal controls, and modernize systems.

This is for organizations that feel their finance department is "stuck," using outdated systems, or struggling to produce timely and accurate reports for leadership.

As Interim CFO and Controller, I’ve overseen and managed accounting, budget, treasury, risk management, payroll, accounts payable, procurement and financial systems functions.

1. Sponsored Research & Grant Accounting: Many non-profits, especially in healthcare and education, struggle with the specific compliance of federal grants.

2. Risk Management & Internal Investigations: Helping organizations build robust internal controls and policies to prevent fraud and protect their assets and reputation.