Services
Fractional CFO Services
Strategic Financial Leadership Without the Full-Time Cost
As a fractional CFO, Joy delivers executive-level financial guidance to help your organization grow with confidence. Services include budgeting and forecasting, cash flow planning, strategic decision support, board reporting, and financial roadmap development—customized to your mission and goals.
Controller Services
Day-to-Day Oversight and Financial Accuracy
Joy provides the structure and oversight needed to keep your books clean and compliant. As a Controller, she manages month-end close, reconciliations, internal controls, and audit preparation, ensuring your financials are accurate, timely, and audit-ready.
Accounting Services
Reliable Financial Management from Daily Transactions to Monthly Reporting
Joy offers comprehensive accounting support, including month-end close, general ledger maintenance, bank and account reconciliations, and transaction review. Her services ensure your financial data is accurate, organized, and ready for strategic use and compliance.
Compliance Oversight
Confidence in Meeting Funders' and Regulators' Expectations
With extensive experience in nonprofit compliance and federal funding guidelines, Joy helps organizations meet reporting requirements, maintain internal controls, and prepare for audits. She offers hands-on support to navigate restricted funding, grant compliance, and evolving regulations.
Budgeting, Variance Analysis, & Forecasting
Joy helps businesses assess their current performance against set goals. By analyzing variances, she identifies areas of success and opportunities for improvement, leading to accurate forecasting. Her approach helps clients address cash flow challenges and make informed investment decisions.
Business Valuation
Joy provides valuation services essential for estate planning, growth strategies, investor relations, and other key financial decisions. She delivers expert insights to quantify your business’s value and support strategic planning.
Due Diligence & Audit Support
While Joy’s firm does not perform audit services, she provides valuable support to clients managing auditor requests. Joy also assists with due diligence for buyers involved in mergers and acquisitions.