Resume and Map


Planning and Budget Preparation

I guide small and medium size organizations though their planning and budget process by operationalizing their goals and objectives.  I advocate for the integration of organizational planning and the budget process where the goals and objectives of the organization are reflected in chart of accounts and an organization's time management is integrated into a reporting and monitoring process.  Organizations gain transparency and greater accountability through the integration of their planning and fiscal functions.  Click on the examples below where my processes is automated into interactive tools and applied to the fiscal management of an organization.

Budget Planning Portfolio (click on icon to see report)