Client Listing

Academy of General Dentistry - IL

Implementation of Great Plains Dynamics accounting software - designed new chart of accounts; migrated prior year data; provided training for staff.

 

American Academy of Orthotists and Prosthetists - VA

Developed Request for Proposal for a new membership-based software system; worked with client through the needs analysis, evaluation and selection of the final vendor.

 

Association for Professionals in Infection Control and Epidemiology - DC

Provided Chief Financial Officer staffing services twice during vacancies in the CFO position; developed and presented "How to Read and Understand Financial Statements" for their volunteer leadership; trained new CFOs.

 

Caplan Foundation for Early Childhood - PA

Manage all the financial and grant operations for this $9M virtual foundation.

 

Community Associations Institute - VA

Provided Chief Financial Officer staffing services; trained new CFOs and assisted with special projects.

 

Council on Foundation - DC

Provided senior level staffing services and assisted with the year-end audits.

 

Drug Free PA

Converted accounting system from a cash-based system to an accrual-based system.  Provided senior level financial staffing services.

 

International Foundation of Employee Benefit Plans - WI

Provided Great Plains Dynamics accounting training.

 

Institute of Food Technologists - IL

Provided financial consulting services directing a major restructuring of their entire financial systems and implementation of MS Navision accounting software; converted existing financial data to the new system; re-designed financial reports for the board.

 

Institute of Management Accountants - NJ

Implemented Great Plains Dynamics accounting software - designed new chart of accounts, designed format for financial statements; provided training for staff.

 

Jack Kent Cooke Foundation - VA

Provide financial consulting sevices including preparation of schedules/materials for the annual tax return and audit; and management of the implementation of the payroll and human resources modules for MS Dynamics.

 

National Alliance of the Mentally Ill, Pennsylvania  (NAMI-PA)

Provided Chief Financial Officer services, managed county/state contracts, managed membership and fundraising programs, implemented Great Plains Dynamics accounting software, and managed the annual conference.

 

National Association of Health Underwriters - VA

Provided senior level financial staffing services.

 

Pennsylania Association of School Retirees

Provided evaluation of financial and business operations and presented formal report of findings to the board, implemented new accounting system and formal chart of accounts, migrated existing data and trained staff.

 

Pennsylvania Chiropractic Association

Provide ongoing accounting services.

 

Pennsylvania Foundation for Ornamental Horticulture

Facilitated two-day strategic planning session for the board of directors.

 

Pennsylvania Legal Aid Network

Developed and presented "Reserves and Investments" program for their annual conference.

 

Pennsylvania Motor Truck Association

Provided chief financial officer (CFO) services while the controller was out on a medical leave of absence, extended to two year project; managed annual audit process.

 

Pennsylvania Society of Association Executives

Provided senior level financial staffing services, prepared financial statements.

 

Pennsylvania State Foster Parents Association

Develped and presented "Understanding Your Association's Financial Statements" for their board of directors.

 

Public Welfare Foundation - DC

Provided ongoing Chief Financial Officer staffing services, reconcile endowment accounts, prepare financial statements, develop annual budget, oversee staff accountant.

 

Reinsurance Association of America - DC

Provided senior level financial staffing services, provided audit support.

 

Society for Experimental Biology and Medicine - DC

Provide all the financial and accounting services for this virtual organization.

 

Society of Independent Gasoline Marketers of America - VA

Provided senior level financial staffing services multiple times, implemented Great Plains Dynamics accounting software, redesigned chart of accounts and financial statements.

 

Society for Technical Communication - VA

Served as interim Chief Financial Officer, implemented MS Dynamics accounting software, restructured accounting systems, developed financial reports.

 

Substance Abuse Services, Inc. - PA

Provide accounting, financial analysis, and budgeting services.  Developed and presented Power Point presentation to their Board of Directors.

 

Surtech Industries - PA

Provided senior level financial staffing services.

 

Tate and Tryon, CPAs - DC

Provided senior level financial staffing services for their clients.

 

YWCA Mid-Atlantic Region

Provided education and training programs at their annual training conference for senior-level staff and board members.