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Financial Services Team

Financial Services provides ongoing contracted financial services, Finance Quick Consults, and financial consulting.  We also prepare 990s.

Our Financial Services Associates support nonprofits all over the Puget Sound region providing bookkeeping and accounting support. Tax preparation is also available to organizations of all sizes. 

Read about what our Financial Services can do for your organization and submit a Request for Assistance to set up a conversation.

Alice Hatfield

Alice Hatfield

Financial Services Associate

Alice is a seasoned Certified Public Accountant with more than 15 years of experience delivering comprehensive accounting and tax services to small and medium-sized businesses.

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Charlotte Moss

Charlotte Moss

Senior Financial Services Associate

Charlotte has a lot of experience with audits, enjoys streamlining and organizing accounting systems, and maintaining auditable books.

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Grace Harvey

Grace Harvey

Financial Services Associate

Grace has worked in accounting and finance since 2007, bringing years of expertise to their professional endeavors.

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Joan Carpenter

Joan Carpenter

Lead Financial Services Associate

Joan provides accounting and bookkeeping services to multiple clients in the area. She has over twenty years of experience in accounting and has worked as a Financial Manager in both the nonprofit and for-profit sectors.

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Kathleen Franco

Kathleen Franco

Financial Services Associate

Serving 501 Commons as a Financial Services Associate, Kathleen is a Seattle native who received her BA at the University of Washington. Her passion for numbers and organization drew her to accounting.

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Nadjah Shackelford

Nadjah Shackelford

Client Engagement Manager

Nadjah serves our Financial Services team as the Client Engagement Manager.

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Susan Irene Davis

Susan Irene Davis

Financial Services Program Manager

Susan leads our team of nonprofit accountants as the Financial Services Program Manager.

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