“Stephanie created a workshop that outlined how to create a budget, walked everyone through reading a balance sheet, a profit and loss statement, and an audit report. She wrapped up the workshop by reviewing excellent reference tools to help budget and track money in our organization. As a result of the workshop, our program directors have saved hours when creating budgets for their programs. With the reference tools Stephanie provided, it is easier to see our cash flow, budget for the fiscal year, and forecast for funding. Our bookkeeper has commented on how much easier it has been to pull reports because our program directors’ asks are much clearer.” (Gloria Daniel, Associate Director, Scenarios USA)

“Stephanie’s wealth of knowledge and experience in organizational and financial risk assessment and unique training style have proven to be very effective in operationalizing the risk management process at our organization.” (Rachel Rocker, Director of Finance, Launch Charter School)