Let's get your finances organized.

What We Do

We have one goal: Ensure you understand your organization’s finances. This means comprehending the past, appreciating the present, and understanding what the future may bring.

The journey is different for every client but always starts in the same place – a well designed and maintained bookkeeping system.

Custom Bookkeeping Plans

Our flat rate plans are customized to fit your needs. Services can include:

Transactions Entry
Payroll Import
Inventory COGS Reconciliation
Monthly Reporting
AR/AP Management
Easy to Use Client Portal
And More...

Grant Management
Document Management
Budgeting
Cash Flow Projections
Annual Budget Support
1099 Tracking & Submission

Help Overcome Challenges

Unorganized Finances
Opaque Financial Reports
Feel Hopelessly Behind
Terrified of Tax Season
Restricted Funds Mess
Receipts & Invoices 'in a shoebox'
Understanding Profitability
Forgetting to Pay Bills
Unsure if Budget is Available

Results

Before starting Eagle & Pelican, Mark worked in a number of different roles:

As Director of Finance and Operations, he helped a nonprofit grow their revenue from $800k to $6.7M in just three years while increasing retained earnings margins.
As a Controller he built a cash flow projection for another nonprofit that showed an upcoming cash crunch, motivating leadership to take action and go from 3 months of cash to 20 in just a few years.
As an Operations and Business Manager he managed financing, purchasing and production for a product launch across 110 locations of a national chain. In the same position he supported the profitable expansion from one to three retail locations.

About Us

I (Mark) started Eagle & Pelican to help nonprofits and businesses manage and understand their finances through strong bookkeeping and smart financial analysis. As a fractional CFO & Controller I saw how my clients were hampered by inefficient and poorly designed bookkeeping systems. Right now it’s just me, but I want to grow Eagle & Pelican into a small team of expert bookkeepers dedicated to helping our clients understand their financials.

Before starting Eagle & Pelican I spent over 15 years with a mix of for-profit and nonprofit organizations working in accounting, financial planning, bookkeeping, HR, and operations.