- Budgeting.
- Forecasting.
- Balance sheets / financial position.
- P&L / income statements.
- Functional expenses.
- Reporting & tax returns.
- C3 / C4 / 527 / PAC.
- Fiscal sponsorship.
- Regulatory compliance.
- Yale MBA.
As CEO of one of the world’s fastest-growing social-impact organizations, I’ve had years of experience ensuring sound financial management, accounting, and reporting. I’ve managed budgets in the millions, including proactive forecasting & planning. I can help you do these things efficiently and correctly in accordance with GAAP.
If you’re starting a nonprofit you may be interested in fiscal sponsorship, which allows you to get started under the auspices of another, more established organization before you secure your own tax-exempt status from the IRS. I know the details of fiscal sponsorship intimately, having been through it several times, both with clients and with organizations I’ve led, and having worked closely with America’s top expert in this specialized space. I can quickly and efficiently advise you on the best path.
Many organizations do just one thing and do it well, but some may combine charitable functions (501(c)(3)), legislative advocacy (501(c)(4)), superPAC fundraising (527), and direct support for candidates (political action or campaign committees). I’ve worked as a top executive officer in all of these functions, and can help you manage similar complexity while ensuring flawless regulatory compliance.
Whatever your specific financial management needs, I’m well prepared to help you navigate the requirements so you can focus on the work that matters.