Waymark Advisory helps nonprofits strengthen financial stewardship, build donor confidence, and establish effective oversight of donor funds.
Too often, organizations place significant financial responsibilities on volunteers or limited staff without controlled processes that properly safeguard donor funds lifting the burdens of risk for everyone. The absence of these processes can also undermine confidence among donors, board members, and volunteers.
I bring a unique combination of corporate, nonprofit, and board leadership experience that few advisors can offer. With more than 16 years in corporate financial risk management, 15 years leading a nonprofit organization, and 5 years serving as a nonprofit board treasurer, I understand both the challenges nonprofits face and the practical solutions that help them thrive.
My experience spans governance, financial oversight, operations, internal controls, and process improvement. I help organizations apply sound stewardship and risk management practices in ways that are practical, affordable, and appropriate for their size and mission. The result is stronger processes, practical oversight and better protection of the resources entrusted to them.
Simple, Practical Guidance You Can Trust
Nonprofits are built on trust — from donors, boards, and the communities you serve.
But many organizations operate without clear financial controls, appropriate separation of duties, or adequate oversight. Over time, this can create unnecessary risk, confusion, or even reputational harm.
Waymark Nonprofit Risk Advisory provides clear, steady guidance to help you strengthen financial integrity — without complexity or judgment.
Audits can be costly and are often unnecessary for many small and mid-sized nonprofits. While financial reviews and compilations provide a more affordable alternative and help ensure financial statements are prepared in accordance with accepted accounting standards, they typically offer limited insight into an organization's internal controls, governance practices, and operational risks.
Yet these are the very areas that help protect a nonprofit's most critical asset—its financial support. Strong oversight, clear accountability, and effective risk management are essential to safeguarding donor trust and ensuring the long-term health of the organization. Waymark was built on a simple belief: organizations that serve others deserve the tools and guidance needed to protect their mission, their donors, and the people they serve from fraud, mistakes, identity theft, and other preventable risks.
Nonprofit Financial Process Review
A practical, independent review of your organization’s financial oversight and controls.
Focus areas include:
Donation and cash handling processes
Internal controls and separation of responsibilities
Board oversight (if applicable) and financial visibility
Existing policies (if applicable) and processes
What you receive:
Clear, down to earth explanations of gaps and risk areas with a summary of why they are important
Practical, manageable recommendations in written final report
A final walkthrough meeting with your team/board to discuss all of the above, answer all questions
Assistance with implementation of recommendations, if desired
Waymark Financial Integrity Review Certificate, suitable for:
Board packets
Annual reports
Donor communications
SET UP A FREE INITIAL CALL. Every organization is unique. During your free initial consultation, we'll spend time learning about your mission, leadership team, and financial practices. Together, we'll explore your current strengths, discuss any concerns you may have, and determine whether Waymark's services would be a good fit for your organization.
Our aim is to assist you in strengthening your processes with minimal effort
Our fees will be modest- we understand you are a non-profit
Who We Work With
Small to mid-sized nonprofits
Faith-based and community organizations; booster clubs, sports associations, animal rescues, churches, food shelves, etc.
Especially those who:
Don’t have a full finance team
Run off volunteers or small limited staff
Don’t have any written processes
