Hands-on, collaborative and customized executive-level support.
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    • Home
    • Services
    • Strategies
    • Meet Kathy
    • Contact Us
Hands-on, collaborative and customized executive-level support.
  • Home
  • Services
  • Strategies
  • Meet Kathy
  • Contact Us

An Extension of Your Team

Financial and Administrative Management

  • Review and strengthen financial systems, reporting, and accountability.


  • QuickBooks clean up, set up or ongoing monthly bookkeeping.
     
  • Support budget development, forecasting, and variance analysis.
     
  • Assist with reconciliation, cash flow tracking, and fiscal transparency.
     
  • Provide mentorship or training for internal staff on financial processes.
     

Strategic and Organizational Planning

  • Facilitate goal-setting sessions and develop implementation plans.
     
  • Help align board, staff, and committee priorities.
     
  • Create tools to track progress and outcomes for key initiatives.
     

Governance and Board Relations

  • Support meeting preparation, agenda development, and follow-up.
     
  • Review and refine policies, bylaws, and compliance processes.
     
  • Strengthen communication and collaboration between board and staff.
     

Operations and Membership

  • Recommend process improvements for efficiency and member experience.
     
  • Assist with project execution, committee management, or event planning.
     
  • Provide continuity or fill temporary gaps in administrative workload.
     

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