You don't need to waste time figuring things out. Here's my financial toolbox compiled over decades of experience.

Need help? I'm available as a strategic partner.

Book a Strategic Consult

Learn More About Ramp

Download Alignment Tool

Download Worksheet

Download the Book

Take Assessment

Take Assessment

Download Worksheet

Get the Checklist

We value sharing wisdom for your succes.

Financial insights to keep you focused on the money matters.

How to Track Restricted Funds in Quickbooks: The Complete Guide

Jul 10, 2025

The Missing Piece in Your Budgeting Strategy

Jun 26, 2025

Program-Based Budgeting— Finding the Purpose in the Funding

Jun 19, 2025

Rolling Forecasts: A Better Way to Plan for Your Nonprofit in Uncer...

Jun 12, 2025

Why Your Nonprofit Budget Isn’t Working (And What to Do About It)

Jun 05, 2025

Still Using Spreadsheets for Month-End? Here’s What It’s Costing You

May 29, 2025

How to Fix Fragmented Financial Data in Your Nonprofit

May 22, 2025

Automate to Accelerate—How to Remove the Manual Work from Month-End...

May 15, 2025

Data Silos Are Slowing Down Your Finance Team—Here’s How to Break Them

May 08, 2025

Why the Month-End Close Slows Down Nonprofits—and Why It Matters

May 01, 2025

Why Nonprofits Fail: Strategic Decision Making

Apr 24, 2025

Why Nonprofits Fail: Poor Leadership

Apr 10, 2025

Sign Up to Receive Financial Tips in Your Inbox