Financial process & operations consulting
I help small businesses and nonprofits tackle the financial work that's slowing them down, make sense of their numbers, and find better ways to get things done. Whether it's sorting out a problem, improving a process, or freeing up valuable time and resources, my goal is to make the financial side of your organization work better for you. I want to understand what you're working toward and help you get there.
Practical help. Thoughtful systems. A clearer way forward.
A familiar kind of complicated
The problem doesn’t have to be huge to be worth fixing.
01 Spreadsheets that have become difficult to maintain
02 Reports that require too much manual preparation
03 Reconciliations that aren’t tying out
04 Financial information scattered across multiple files
05 Recurring processes that depend on copying and pasting
06 Invoicing or accounts receivable workflows that need cleanup
07 Grant and nonprofit reporting that takes too much time
08 Processes that only one person understands
Where I can help
Start with the problem in front of you.
We’ll find the right way to address it.
Behind on reconciliations? Working with financial records that don't quite add up? Have a report or schedule that needs sorting out? I can help you untangle messy information, identify what's causing the problem, and get things organized, accurate, and easier to work with.
Tell me what needs sorting out ↗Spending too much time fixing spreadsheets or pulling together reports? I can help you clean up complicated workbooks, troubleshoot formulas, combine information from different sources, and build reports and templates that are easier to use and maintain. Less copying and pasting, more time for the work that matters.
Let’s look at your spreadsheet ↗Nonprofit financial work comes with its own challenges, especially when grants, allocations, and reporting requirements are involved. I can help with financial reporting, personnel allocations, salary-cap tracking, budget-to-actual reports, supporting schedules, and audit preparation—bringing practical accounting experience to work that needs extra attention.
Talk through your reporting needs ↗Does a routine financial task take far longer than it should? Are important processes held together by spreadsheets, manual steps, or knowledge that lives in one person's head? I can help you understand what's happening, identify opportunities to improve it, and build a more efficient, reliable way to get the work done.
Find a better way forward ↗A single spreadsheet. A reporting bottleneck. A recurring workflow.
There’s room here for the project you actually need.
Selected work
Examples of work performed through prior employment.
Excel · Power Query · Financial operations
A complicated payroll allocation and billing process involved multiple data sources, repetitive spreadsheet work, and manual calculations. I examined how the pieces fit together and rebuilt the process in Excel and Power Query, bringing calculations, validation, billing support, and journal entry preparation into one repeatable workflow.
The challenge was bringing together information from multiple sources while keeping the calculations accurate and the results easy to review. I mapped the existing steps, identified where manual work could be reduced, and built a repeatable Excel and Power Query process. The updated workflow consolidated calculations, validation, billing support, and journal entry preparation into a refresh-and-review approach.
Excel · Power Query · Grant reporting
Federal salary-cap reporting relied on separate employee workbooks, manual payroll-allocation updates, and recurring calculations. I developed a centralized Excel and Power Query workflow to bring the information together, apply salary-cap calculations, and make monthly and year-to-date reporting easier to prepare and review.
The existing process required updating separate employee workbooks and repeating calculations each pay period. I brought the allocation information into a centralized workflow, built the salary-cap calculations, and created refreshable monthly and year-to-date reporting. This reduced repetitive preparation while making the information easier to maintain and review.
Behind Black Fern
I'm Coreena, the person behind Black Fern. I started this business because I want to put my skills to work for small businesses and nonprofits that care deeply about what they do and the people they serve.
I've always had a knack for figuring out how things work. I enjoy digging into complicated financial problems, finding patterns, tracing things back to their source, and turning messy information into something clear and useful. Sometimes that means untangling a reconciliation or making sense of a report. Other times, it means rethinking an entire process so the work becomes easier, faster, and more reliable.
My background is in accounting and nonprofit financial operations, with hands-on experience in reconciliations, reporting, accounts receivable, payroll allocations, grant-funded programs, audit preparation, and process improvement. I've become someone colleagues turn to when something needs figuring out, even when the answer isn't immediately obvious.
That's the kind of relationship I want to build through Black Fern. I want you to feel comfortable bringing me a question, a frustrating spreadsheet, or a financial problem you aren't sure how to solve. I'll take the time to understand what you need, be straightforward about how I can help, and point you toward the right person when something falls outside my expertise.
Above all, I want to be a dependable partner who makes your work easier and helps you spend more of your time and resources on what matters to your organization.
Tell Me What You Need Help With ↗Let’s untangle it
You don’t need to know which service you need. Simply describe the financial problem, spreadsheet, report, reconciliation, or process you need help with.
A clearer process starts with a conversation.
Prefer to talk it through?
Book a free 30-minute discovery call ↗