- Service delivery begins to suffer because leadership time is consumed by reporting deadlines, grant compliance, and reacting to urgent financial issues instead of planning strategically.
- Teams feel stuck and unsure where to begin, as limited internal capacity makes it nearly impossible to get ahead of recurring financial and operational pressures.
- Budget constraints prevent access to experienced financial leadership or specialized expertise—leaving organizations without the strategic insight and technical knowledge needed to strengthen operations and grow sustainably.
Who We Are
My name is Masa, and I am a licensed CPA with extensive experience in nonprofit management. Before building my career supporting nonprofits, I began in finance at Lehman Brothers during the 2008 financial crisis. Living through that collapse taught me something critical: the challenges that nearly brought down Wall Street—cash flow, risk taking, and leadership—are the same ones nonprofits and small businesses face every day, but with far fewer resources. That experience shaped how I approach nonprofit finance today: disciplined cash management, proactive risk oversight, and leadership support that strengthens organizations before problems escalate. With over 15 years in the nonprofit sector, I partner with organizations to bring clarity to their financial position, stabilize operations, and build systems that support long-term sustainability—so you can focus on your mission, expand your impact, and lead with confidence. My name is Joel, and I am a Licensed Real Estate Broker and certified specialist in occupancy and tax credits with over two decades of experience in affordable housing operations. My career has evolved from leading property management teams in the nonprofit sector to overseeing residency operations for public housing initiatives. Through managing complex portfolios and implementing supportive service grants, I’ve learned that the most resilient organizations are those that can navigate rigorous compliance requirements without losing sight of the people they serve. That perspective drives my work today. I offer deep technical expertise in Section 8, LIHTC, and property management systems to help your organization master the details of operations and compliance—ensuring you have the stability needed to maximize your social impact
Financial Services
Stay audit-ready, board-ready, and grant-ready with right-sized finance support Accurate and effective financial management is the backbone of any nonprofit's success. We offer comprehensive services designed to ensure compliance, transparency, and strategic alignment with your mission. From day-to-day bookkeeping to grant compliance, We help you build and maintain a strong financial foundation. Bookkeeping: Monthly reconciliation, transaction categorization, and accounts payable/receivable management. Financial Reporting: Preparation of monthly, quarterly, and annual statements, board presentations, and Form 990 assistance. Grant Management: Budget development, program monitoring, and multi-year tracking. Audit and Compliance: Supporting audit readiness, ensuring regulatory compliance, and implementing internal controls for accountability and fraud prevention.
Operational Services
Free up staff time by fixing workflows and implementing the right tools We work with you to create efficient workflows, implement technology solutions, and develop clear policies tailored to your organization’s needs to maximize your nonprofit's impact. Process Improvement: Analyzing and optimizing workflows to save time and resources. Technology Solutions: Implementing and optimizing software for accounting and operations. Policy and Manual Development: Establishing operational frameworks for governance and compliance.
Capacity Building
Train your team and bridge gaps so good processes stick We help you empower your team and strengthen your organization by providing tools, training, and support to build and maintain capacity and competence you need. Staff Training: Equipping teams with knowledge of financial tools and processes. Interim Management: Bridging leadership & staffing gaps with hands-on support. Tailored Solutions: Addressing unique challenges with custom strategies.
Masa has been a game changer for our organization. His financial expertise, technological skills and extensive nonprofit experience make him an invaluable team member. He helped us improve all aspects of our financial management and is easy to work with. I highly recommend him for nonprofits of any size.
Masa is a strategic thinker who blends financial expertise with creative problem-solving. At Avalon, he elevated our nonprofit’s financial systems while ensuring decisions aligned with our mission. His expertise and knack for simplifying complex matters make him an asset to any mission-driven team.