Client Advisory Service for Nonprofits

Ready to Gain Financial Clarity for Your Mission-Driven Organization?

Focus on what fuels your mission—let The Executive Geek team
handle the books.
Contact us today!

At The Executive Geek, we believe that accurate, consistent, and timely bookkeeping is more than just a compliance task—it’s a leadership tool. When your financial records are in order, you’re empowered to make informed, strategic decisions that drive your mission forward.

Bookkeeping helps you:

  • Maximize every dollar by identifying your most impactful programs

  • Stay compliant and prepared for tax time or audits

  • Plan proactively instead of reacting to financial surprises

We know that bookkeeping isn’t why you're active in your nonprofit—but it’s what keeps it running. As a nonprofit leader, your time is best spent serving your community and advancing your cause. That’s why we partner with you to handle the numbers with precision and care, so you can stay focused on impact.

While financial reports show where you've been, proactive financial guidance helps shape where you're going. That’s where we come in—helping you make smarter, mission-aligned decisions with clarity and confidence.

In short, smart bookkeeping is strategic stewardship of your resources—and your mission deserves nothing less.

 
“Heather and her team have been a blessing to our organization. She has a way of explaining things to make it all make sense. She looks at our needs and problem solves to help us meet those needs in the most efficient way possible.”
— Kathy E.
“Heather is the best advocate my business has had since the inception of our relationship. It’s hard to think about where SAC would be without her guidance and expertise. She has been helpful in all stages, from start up to daily services. I cannot recommend her highly enough.”
— Craig S.
“Heather and her team are truly a breath of fresh air. As a small business owner who really knows nothing about books and finances and payroll etc. They have been a lifesaver and keep us on top of everything. We are also a non profit 501(c)3 and Heather’s knowledge of this NPO accounting/book keeping world is excellent as she is herself on an NPO board locally. They are all kind and patient and so quick at response. We are thankful for EG!”
— Virginia B.
“Heather and her team are easy and accommodating to work with. They are competent professionals that provide excellent service above and beyond our expectations. They make themselves available when needed and are reasonably priced. I highly recommend them. They understand QuickBooks and create useful financial reports for our organization.”
— Lorenzo
“She did a great job of learning what my needs were. I loved her clear communications when giving directions and expertise in non-profit bookkeeping.”
— Elizabeth B.