Services
Nonprofit compliance guidance you can actually use.
Practical, straightforward support for small local nonprofits, churches, and foundations—focused on reducing risk and helping you stay on track (and, in tight situations, minimizing and managing risk).
Core areas
Where I focus
You don’t need a compliance “program.” You need clear, defensible basics that match how your organization actually operates.
Filings
Help understanding what needs to be filed, when, and what information you’ll need—so deadlines don’t turn into avoidable problems.
Governance
Support to keep your board practices clear and consistent, with documentation that matches how decisions are actually made.
Financial Controls
Practical guidance to strengthen basic controls and oversight so money handling stays transparent, defensible, and easier to manage.
Conflicts of Interest
Help identifying and documenting conflicts appropriately so decisions remain credible and risks are reduced.
How it helps
Make compliance manageable
I help you get organized, reduce surprises, and build simple habits that hold up under scrutiny.
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Clear next steps
A short list of what matters now—so you can stop guessing and start acting.
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Documentation that matches reality
Notes, policies, and board records that reflect how decisions are actually made.
Common questions
A few quick answers to set expectations.
Is this legal advice?
No. I provide guidance and support (not legal advice). If you need an attorney, I’ll tell you early.
Do you work with churches and small local nonprofits?
Yes. I’m used to small teams, volunteer boards, and real-world constraints.
Can you help if we’re already behind?
Yes. I’ll triage what’s urgent, reduce risk where I can, and build a realistic plan to catch up.
What do you need from me to start?
A quick overview of your organization, your current filings and records, and where you feel exposed or stuck.
How do you work day to day?
Remote, straightforward, and collaborative. You’ll always know what I’m doing and why.
How do I keep things confidential during screening?
I can keep the end client opaque during screening. I’ll focus on fit, scope, and process first.