Fractional controller for mission-driven organizations
Clear finances. Stronger controls. Confident compliance.
Hi, I'm Charles. I care about the positive change nonprofits bring to our communities, and I know how much more good they can do when the books are in order. I help nonprofits, human service agencies and affordable housing organizations strengthen their accounting and get ready for audits with confidence, so your team can stay focused on the community you serve.
Based in Worcester, MA · In person in MA, CT & RI · Remote anywhere in the U.S.
Sound familiar?
A late close slows down decisions. Thin documentation turns audit season into a scramble. A vacancy leaves important work with no clear owner. Meanwhile the program work still has to get done.
I'm here to take some of that weight off. I'll help you see what's really going on, get the work organized, and build processes that keep working after I step back. Your finance team will feel the difference.
Every problem has a solution. I want organizations to spend less time feeling overwhelmed by their finances and more time feeling confident about their future. I bring positivity, curiosity, and practical financial experience to help make that happen.
Services
Think of me as your outsourced accounting partner: experienced help without adding a full-time hire. Every engagement starts with your priorities, your existing team, and your deadlines. Some clients need a few months of controller coverage. Others need one project done well.
Finance leadership on a part-time or interim basis, during growth, a vacancy, or a transition.
I know what auditors ask for because I used to be the one asking. I'll help you have it ready.
Practical controls that fit a small finance team, prioritized by risk and by what's realistic.
Finance and reporting help informed by HUD/REAC, Uniform Guidance and restricted-fund requirements.
Focused, time-bound help when something needs to get fixed.
Tell me what's creating pressure in your finance function.
Let's ConnectWho I serve
Community-based, human service, education and other mission-driven organizations that need stronger reporting, controls, audit readiness, or temporary finance leadership.
Owners, operators and mission-driven housing groups handling property-level reporting, HUD requirements, audits and finance transitions.
Organizations managing federal and state awards, Massachusetts UFRs, and Single Audit requirements.
Teams facing turnover, a looming audit deadline, cleanup work, or a system change, when focused help can steady things.
Mission-driven work is my specialty, but I'm also glad to help small businesses in and around Worcester. That includes catching up on bookkeeping, setting up a reliable monthly close, and producing financial reports you can actually use to run your business.
I'm happy to come on site across southern New England for walkthroughs, close work, board meetings and audit fieldwork.
Most of the work runs smoothly remotely, with secure file sharing and regular check-ins.
Beyond the books
The causes my clients work for matter to me outside of work, too. You'll usually find me giving my time where I can and bringing as much joy as I can to whatever I'm part of.
About
I've always been drawn to organizations that make a real difference in their communities. I spent my audit career at AAFCPAs serving those organizations, working my way up from Staff Auditor to Audit Supervisor. I learned how auditors think and what makes financial statements hold up. I also saw how much strain audit season puts on small finance teams who are already giving everything they have.
In 2023, my colleagues nominated me for AAFCPAs' Michael Oliveira Kindness Award, and I was honored to receive it. The Peer-Nominated 2023 Kindness Award recognizes warmth, positivity and support for coworkers and clients alike.
Now I work alongside the organizations I used to audit, as a dependable partner rather than an outside reviewer. I'm a Nichols College alum based in Worcester, Massachusetts. I bring a creative problem-solver's curiosity to the work.
I believe strong accounting should do more than satisfy compliance requirements. It should give leaders reliable information, ease the stress on finance teams, and let organizations stay focused on their mission.
Contact
Tell me a little about your organization and what's on your plate. I'll reply within two business days to set up a relaxed 30-minute introductory call. We'll talk through your goals, timing and team, and whether I'm the right fit. No pressure and no jargon.
Let's get you a clear view of what's happening, what needs attention, and what to do next, together.
