Heidi is a trusted advisor to small business owners, nonprofit leaders, and individuals who seek to grow and change their futures. She offers a variety of specific services, but more generally helps people understand and solve the problems they are facing. She also has a network of other attorneys and professionals to refer you to if she can’t solve your problem.

Heidi has an affinity for addressing nonprofit organizations’ finance and operations issues. She can be hired on a contract basis for longer term engagements focused on anything from analysis and clarification of issues to development and implementation of new processes. She has developed a model of nonprofit accounting for QuickBooks that is ideal for management and grant reporting and also pleases auditors. Having accurate and timely grant spending reports is critical to a well functioning nonprofit

Specific services include the following:

  • Entity formation: LLC, corporation, nonprofit, cooperative
  • Tax planning & problem solving
  • Financial planning & problem solving
  • Contract writing, review and revision
  • Human resources
  • Research & writing
  • Understanding & managing paperwork
  • Trusted advisor