Financial Management & Operations

Small nonprofit and businesses organizations need effective accounting and financial management, too. 
We Heart Finance is a cost-effective way for organizations to hire a finance department.  

We Heart Finance provides the following services to organizations that want to outsource their finance department.

Bookkeeping 

  • Data entry of all income and expenses 
  • Bill processing 
  • Payroll processing 

Accounting 

  • Creating and managing budgets
  • Bank reconciliation 
  • Prepare detailed financial reports 
  • Audit Prep / 990 Filings

Staff & Board Development

Financial trainings and workshops can be customized to individuals, board members or groups Let’s talk about finance in a way that makes sense to you, your staff and your board

Business Planning & Forecasting

Reach financial benchmarks and goals for your organization. Budget for upcoming projects.

about me

At the age of 12, my single mom gave me the responsibility of balancing our checkbook and creating monthly budgets for our household. Over the last 10 years I have been the Finance Director of some amazing nonprofit organizations, balancing budgets up to $1.3million.

Now that I have obtained an MBA, I want to help businesses and nonprofit organizations surpass their financial goals. Let’s talk about the different ways I can help your business or organization with financial management.