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Financial & Risk Management
Sommers Financial Management
Sommers Financial Management creates wealth management solutions to fit your needs as a non-profit business.
Services Offered: Financial & Risk Management
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Adam Sommers |
| email: | adam@sommersfinancial.com |
| phone: | 503-397-1545 |
Bank: The Commerce Bank of Oregon
nonprofit-specific, personalized deposit and loan solutions
Services Offered: Board Development & Training, Financial & Risk Management
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Yassi Irajpanah |
| email: | yassi.irajpanah@tcboregon.com |
| phone: | 5035481149 |
Accounting Firm - McDonald Jacobs, PC
Accounting firm specializing in financial, consulting and tax services for nonprofit organizations
Services Offered: Financial & Risk Management, Organizational Development, Other
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Gerard P. DeBlois Jr., CPA |
| email: | gerard@mcdonaldjacobs.com |
| phone: | 503-227-0581 |
Greenstone Financial Reporting
Superior bookkeeping, accounting, financial reporting, budgeting and financial management for Oregon not-for-profits.
Services Offered: Financial & Risk Management
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Scott Greenstone, CPA |
| email: | scott@greenstonereporting.com |
| phone: | 541-408-2044 |
Erik Wecks, Financial Advisor. Wells Fargo Advisors, LLC
Specializing in the investment planning needs of not-for-profit companies and their donors.
Services Offered: Development & Fundraising, Board Development & Training, Financial & Risk Management
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Erik Wecks |
| email: | erik.wecks@wellsfargoadvisors.com |
| phone: | 360-693-1225 800-879-1125 |
| contact note: | Available weekdays during business hours and other times by appointment |
Accounting for Non Profits
Affordable Non Profit Accounting & Tax Services
Services Offered: Financial & Risk Management, Information Technology, Interim Staffing, Organizational Development, Research, Writing
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Jacolyn C Wheatley CPA |
| email: | jcwcpa@gmail.com |
| phone: | 503-803-3697 |
First Computer Aide
Computer systems and technology help
Services Offered: Financial & Risk Management, Information Technology, Interim Staffing
Region(s) Covered: Clackamas County, Clark County, Multnomah County, N Portland, NE Portland, NW Portland, Oregon, Oregon & SW Washington, Portland, SE Portland, SW Portland, Vancouver, Washington, Washington County
Contact Information
| principal contact: | Bruce Klein |
| email: | firstcomputeraide@verizon.net |
| phone: | 971-645-7304 |
Facilitation & Process, LLC
A facilitation and performance improvement consultant for those times when there is more at stake than running a good meeting
Services Offered: Development & Fundraising, Board Development & Training, Evaluation & Quality Assurance, Financial & Risk Management, Organizational Development, Research
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Mark Fulop |
| email: | mark@facilitationprocess.com |
| phone: | (503) 928-4082 |
ECONorthwest
Economics, Finance and Planning Consultants
Services Offered: Evaluation & Quality Assurance, Financial & Risk Management, Research, Writing
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Kelly Smith |
| email: | ksmith@portland.econw.com |
| phone: | 503-200-5081 503-222-6060 |
The People Group
Payroll, Benefits Administration and HR Support
Services Offered: Financial & Risk Management, Human Resources & Volunteers
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Jim Grammer |
| email: | jim@thepeoplegroup.net |
| phone: | (503)639-4242 |