Our team of Maven's are dedicated to making your experience not only successful but enjoyable too, because we know that navigating nonprofit finances can sometimes feel daunting.

At our core, we're here to serve you. We understand the challenges and uncertainties you face as you navigate the complex world of tax and accounting. That's why our focus isn't just on our nonprofit expertise or accolades – it's on how we can support you in achieving your goals.

Your journey begins with a warm smile and a helping hand. I believe in more than just numbers; I believe in the people behind them.

Hey, I'm Candis

Hey there!

I'm here to equip you with the tools and the mindset to get you out of the overwhelmed funk.

Your success is our success, and we're dedicated to going above and beyond to ensure you reach your fullest potential.

uh yesss!

Ready to get started?

We will deliver accurate and timely services. You’ll receive regular updates and reports to keep you informed of our progress.

Service
Delivery

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This document outlines the scope of your custom plan. We believe in transparency, so there will be no hidden fees or surprises.

Engagement Agreement

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Financial Strategy Call

During this call, we’ll discuss your financial needs, goals, and challenges you’re facing. This is an opportunity to determine how we can best serve you.

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about the process

How it Works

Fun facts!

My favorite weekend activity

Trying new restaurants and new food

Favorite Book

Self-Help: The Four Agreements

my go-to vacation getaway

Viva la Mexico! Beach, Food and Relaxation !!

things I enjoy

Traveling

Seafood

Spa Days

words to live by

Every accomplishment starts with the decision to try.

"Success is liking yourself, liking what you do, and liking how you do it."
- Maya Angelou

Partner with a trusted CFO advisor who understands the unique financial challenges nonprofits face. Gain the clarity and strategy you need to grow, comply, and thrive.

Book your
Financial Strategy Session

Want a jumpstart?

Helping nonprofit leader who are tired of flying blind financially. Your mission deserves better than financial chaos. We’ll help you get organized, stay compliant, and build a future where your nonprofit can thrive.

How We Get You to Financial Clarity?

Financial Checkup: We start by digging into your current financial situation to find what’s working—and what’s not.
Tailored Action Plan: Together, we build a step-by-step action plan to get your finances on track.
Ongoing Support: Because big change doesn’t happen overnight, we’re with you every step of the way.

Let's face it, operating a nonprofit can feel overwhelming, but with the right support system in place, you can achieve anything you set your mind to.

why i am here