Services
Assessments
Does your Board ask for information you have difficulty providing? Do you have a sense that so much could work better? Let’s take a look at who does what, how decisions are made, and see if you are efficiently set up to meet your goals.
Finance Systems
Is your month-end close going smoothly? Deadlines are not a surprise and grant compliance is not hard? That’s wonderful - I can help you maintain what you have built.
Do you feel you have outgrown your systems? Has your auditor recommended improvements? Let’s take a look at technology, people, and processes to make it easier to track financial results.
Experience with QuickBooks and MIP.
Customized
Interim services and project support.
What else do you need? How can an outside perspective help? Maybe you are a new staff person who needs some coaching on the nuts and bolts of nonprofit accounting. Maybe you have a project that needs a jump start. Let’s find a way to move forward.
Client testimonials
Our organization recently went through a transition and Marjorie joined us as a consultant with professionalism, efficiency, and valuable insight. She handled our payroll on short notice, helped us improve the payroll process, and was essential in improving our financial systems. Marjorie brought a sense of calm to what could have been a tumultuous time and I cannot thank her enough for her support as I transitioned into the role of Executive Director.
- Rosa Méndez-Perez, Executive Director, King Conservation District
After a couple of meetings for a financial tune-up, I've been tracking my expenses better. With some new structure, I was able to send the Board a much-improved budget for 2022. And now we have more clarity on the long-term strategy for the organization. Marjorie was immensely helpful, exactly what I needed.
- Diana D., Executive Director
Marjorie stepped into an Interim CFO position at our 40-person agency during a difficult transition, including very short notice on the need for her services. Marjorie handled the hurdles with aplomb. She gained the trust of the board and leadership team quickly, and provided valuable thought leadership on all things related to finance, operations, and HR. She never missed a deadline and made sure I didn't either. I will be forever grateful for her hard work, sage advice, and infinite patience.
– Anna Marshall, Executive Director, Northwest Resource Associates
Marjorie was a joy to work with and helped us better systematize and formulate better financial systems for our organization. Easy going, direct, and incredibly insightful.
– Gina C., Custom project client
Marjorie’s assessment gave me the words for what I had been feeling that we needed to do.
- Sili S., Coaching client