Financial clarity to execute on your mission

  • Restructured the finance office of one of the 10 largest Episcopal churches in the US and refined its budgeting process to enable its staff to manage the downturn with 50% fewer hours; coached new controller in transition to church accounting, budgeting and broader role as finance director.  Despite falling pledges since 2008, helped guide the church to operating surpluses that added to its reserves.  Managed funding of $7 million in capital campaign projects.
  • Brought financial and accounting clarity to a single owner performance automotive business acquired in a leveraged buyout; the resulting quality of its financial information enabled the business to allocate resources wisely during the downturn, which triggered the cancelation of its working capital line, and to successfully restructure and fully repay its term loan.
  • Reconstructed the financial records for a pre-school with a different fiscal year from its parent, yielding the discovery of excess cash resources; these formalized accounting records enabled better budgeting and, with the additional resources, allowed the school to offer medical benefits to the teachers.
  • Simplified the budgeting process for a youth service bureau so as to clarify program funding for the board.
  • Converted manual bookkeeping for a web design business to fully electronic, revealing true cash costs and helping owners to manage growth.
  • Formalized the accounting processes of an international cultural exchange organization freeing the director to focus on program building.
  • Trained board finance committee of a charter school on financial governance practices and worked with Director to rationalize board and accounting policies, reducing time-consuming confusion.

Testimonials:

“Jennifer’s exceptional intelligence, competence, and commitment to excellence are complemented by her calm manner and kind, generous spirit. Her authenticity and ethics contribute to a level of professionalism rarely found. It was my great pleasure and privilege to work alongside Jennifer; given the opportunity to do so again, I would accept with gladness.” – Senior Associate Rector of a church

“Jennifer did an excellent job coordinating all of our QB accounts and training us to operate the system.  She has a wonderful attention to detail, a real knack for solving problems, and a winning ‘bedside manner.’  I would not hesitate to work with her in the future.” – Director of a cultural exchange non-profit