About Me
I’m Charlene, a modernization and workflow consultant — and certified QuickBooks ProAdvisor — with more than 20 years of experience helping organizations streamline operations, improve financial systems, and work smarter with the tools they already have.
I specialize in practical, clear solutions that reduce complexity, improve reporting, and make day‑to‑day work easier for teams across healthcare, nonprofits, and professional service organizations.
Trusted by healthcare organizations, nonprofits, and professional service firms nationwide.
What I Do
I support organizations that need hands‑on help improving their technology, workflows, and financial systems — without hiring a full IT or accounting department. My work focuses on:
Workflow and process modernization
QuickBooks setup, cleanup, and advisory
Reporting and financial clarity
Automation and practical technology improvements
Training and support tailored to your team
My approach is simple: clear guidance, practical solutions, and support that meets you where you are.
Credentials
MBA, University of Connecticut
PMP® - Project Management Professional
Intuit Quickbooks ProAdvisor (Level 2 Certified)
Intuit Client Advisory Services Foundations Graduate
Intuit Bookkeeping Trained
PTIN Holder - Authorized Federal Tax Preparer
Connect with me on LinkedIn
