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What I Do

Each client relationship is custom-built around what you need—and more importantly, what you don’t want to do anymore. I work independently, discreetly, and in partnership with your existing professionals.

Services Offered

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Family Meal

Family & Foundation Administration

Support for family foundations and private entities that need structure, oversight, and discretion - without hiring a full time employee.

 

  • Tailored administrative support based on your foundation’s unique needs

  • Track deadlines, renewals, and reporting requirements

  • Maintain organized records for grants, board actions, and filings

  • Liaise with attorneys, CPAs, and financial advisors

  • Prepare or assist with internal financial summaries and reports

  • Trusted oversight—without the cost of a full-time administrator

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Business Owner Support

  • Clean up and manage QuickBooks/Xero

  • Provide monthly financial summaries and reporting

  • Coordinate with payroll, vendors, and recurring expenses

  • Assist with project management or special initiatives

  • Serve as part-time admin or operations advisor

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My Legacy

Administrator

Financial organization for seniors—handled with care and clarity

  • Monitor and manage bill pay across accounts

  • Track subscriptions, insurance, and renewals

  • Create and maintain cloud-based filing systems

  • Flag suspicious emails and prevent fraud

  • Organize records for future estate transition

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Nonprofit

Support

Executive-level help for mission-driven organizations that need structure, consistency, and support - but lack the financial resources for full-time administrator.

 

  • Tailored administrative support for small or early-stage nonprofits

  • Track filings, renewals, and compliance deadlines

  • Maintain board records, grant filings, and donor tracking

  • Assist with financial reporting and 501(c) documentation

  • Help executive directors manage internal administrative demands

How I Can Help

Whether you need ongoing support, interim help, or just someone to get things back on track, I’ll tailor the work to your situation.

I’m often brought in to:

  • Clean up and organize financial records

  • Step in during leadership or staffing transitions

  • Take pressure off family members, trustees, or business owners

  • Serve as a consistent point of contact for financial administration

Let’s have a conversation and see what kind of help makes sense for you.

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