You have the mission.

We find extra cash flow and improve operational efficiency.

Fueling your mission with financial expertise

Our work is about providing finance support services and improved processes so that organizations like yours can focus on their mission - what matters most. Our consultants uncover useful insights and provide best practices to your team. The value we offer allows your staff to stay focused on your organization’s top priorities and key initiatives. As a result, we deliver optimal savings and improve efficiencies for your business.

How we work

We work with your organization on a regular basis and as needed until a problem is resolved.

    • Initial Consultation

      Meet with you to learn about your organization’s needs, current processes, and goals of the organization.

    • Problem Identification

      Do you have a current practice that isn’t working? We consult with you to find a cause and solution

    • Cost Category Review

      We analyze selected cost categories where we believe savings can be achieved

    • Process Efficiency Evaluation

      Our team examines process inefficiencies to uncover areas for improvement

    • Options Report

      We present an options report based on our expertise and experience, detailing potential savings and solutions to meet your organization's needs

    • Custom Recommendations

      Our recommendations are tailored to your specific requirements, focusing on optimizing business costs and improving efficiencies

    • Choosing the Right Solution

      Once you have chosen an option, we facilitate the implementation of the cost-saving process for your organization.

    • Ongoing Support

      We work with your organization on a regular basis and as needed until any issues are resolved, ensuring lasting success and value.

  • Testimonals

    “Cathy and Barb were a pleasure to work with. Throughout the process they were very conscious of not disrupting our day-to-day work while they evaluated our expenses and processes. They worked quickly and delivered impressive results! Cathy and Barb presented us with a variety of actionable steps to reduce our costs, consolidate processes, and save staff time that can be redirected to better serve our mission.”

    Stephen Kray, President/CEO, Avenues to Independence

Meet the Team

We have a passion to help organizations that could benefit from our experience. We welcome the opportunity to make a difference.

  • Cathy McCarthy has more than 20 years experience in senior financial management positions across multiple industries with private and public firms focusing in the nonprofit sector.


    Most recently she was VP of Finance for Avenues for Independence and Avenues Foundation for 10 years.  A nonprofit that helps those with developmental disabilities live independently by providing residential and workforce opportunities.  She was VP of Finance for Have Dreams for 6 years.  A nonprofit that provides programs and services to help individuals with Autism Spectrum Disorder (ASD). She knows the importance of keeping expenses down so that revenue can be used on what's really matters - supporting the mission!


    Cathy holds an undergraduate degree in Business Administration from Dominican University and an M.B.A. in Business Management from Dominican University.


  • Barbara McCarthy has more than 20 years experience as a Procurement Specialist working in multiple different industries.

    She has worked on many different cost savings projects that include a labor cost reduction of $14,000 due to improved Accounts Payable processes.  And a separate purchasing process improvement project that resulted in $31,000 in annual savings on time and resources.

    Barbara has a Bachelor's degree in Business Administration from St. Norbert College.

    In her free time she enjoys getting outdoors to bike, hike, pickleball or spending time with family and friends. She has also enjoyed volunteering with different non-profits over the years including being a ski instructor for the physically and developmentally disabled and volunteering at special events distributing free school supplies to low income students.