Customize your service
Not every organization needs (or can afford) full-time financial staff, but every organization does need a robust accounting system to maintain financial health and provide accurate and detailed reporting on business performance. A “cookie cutter” approach to financial services does not work efficiently. We can customize our services to support your specific needs.
Partner with us
We believe in the value of relationships. We view every client relationship as a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients.
Find your solution
In all that we do, we strive to build the most efficient and approachable process for you and your team. If you have a system or spreadsheet that is a constant headache, we'd love to help. Finding solutions that are tailored to your needs and will make your daily life easier is a top priority, and honestly, a lot of fun!
Rest assured
We take pride in giving you the assurance that the high level personal service you receive comes from years of professional practice and continuing education. With our emphasis on research and our network of professional resources, we aim to give you the highest quality answers to your most pressing and complex concerns.
Support your mission
Above all, we are grateful to work with mission-oriented nonprofits with programs that are serving the community in countless ways. It is a joy to be even a small part of the work that you do. We are dedicated to supporting our clients in achieving their missions and aim to foster positive social change in our approach.
Meet Chloe
Chloe has been working with nonprofit organizations since 2015. She began her career at a national public accounting firm where she specialized in nonprofit audit and tax services. She enjoys connecting with clients, collaborating to improve processes, and providing approachable solutions. Chloe is a CPA and earned her bachelor’s in business administration and her master’s degree in professional accounting from the University of Wisconsin - Milwaukee. She has taught managerial accounting at the college level, and her teaching experience continues to inform her professional practice as she customizes an approach for each individual’s unique way of learning. She lives close to her alma mater in Milwaukee, WI, where she goes for daily walks that take her along the beautiful lakefront and often end at one of the city’s many amazing coffee shops.
About the lemon . . .
Like the name Happy Monday, the logo is meant to be a bright and cheerful reminder. The lemon tree is often a symbol of prosperity and positivity. And on a personal level, having grown lemons on a tree in a large pot in not-so-warm Wisconsin, we know how much patience and care goes into growing such a happy and vibrant citrus. It’s a fulfilling process growing something that takes time, effort, and patience, much like the work we do here supporting nonprofits. So, life giving us lemons is actually an opportunity to create something new. We hope our approach and work are a bright spot in your day.
