About Us
- We Believe…nonprofits are the engines of positive change
- Our Team
- Join Our Team
How We Help
- We Believe…in advancing your mission
- Finance & Accounting
  - Financial Strategy and OversightProvide expert financial leadership aligned with long-term strategic goals.
  - Accounting and ReportingMaintain accurate, up-to-date financial records to support smart decision-making.
  - Planning and BudgetingBuild reliable, mission-driven budgets that align with organizational goals.
  - Risk ManagementIdentify and mitigate financial risks to protect your organization’s assets.
  - Systems LeadershipStreamline financial processes with automation to save time and reduce errors.
  - Interim StaffingFill critical financial roles with experienced professionals on a temporary basis.
  - Integration of Financial Skills and Accounting Information into OperationsAlign finance functions with day-to-day operations for informed decision-making.
- Communications & Operations
  - Strategic DevelopmentAlign operations with mission-driven goals through actionable strategic plans.
  - Executive LeadershipStrengthen internal leadership capacity and clarify decision-making roles.
  - Operational EfficiencyEliminate inefficiencies with optimized processes and systems across the organization.
  - Organizational RestructuringRedesign roles and workflows to align structure with strategy.
  - Community & Engagement StrategyFoster stronger relationships with your stakeholders and community.
  - Event Coordination SupportSupport internal events and team functions to strengthen organizational culture.
  - Crisis ManagementNavigate emergencies with effective internal and external communication strategies.
  - Nonprofit Leader Transition SupportEnsure smooth executive transitions with structured planning and support.
- Human Resources
  - HR SolutionsDeliver tailored HR support to address your team’s specific needs.
  - Staff Competency & Performance ManagementDefine and improve performance expectations across your workforce.
  - Needs Assessment & Crisis ManagementAssess HR vulnerabilities and prepare for workforce disruptions.
  - HR Systems & ProcessesImplement efficient systems to support core HR functions.
  - Talent Strategy & LeadershipAlign your people strategy with organizational goals and leadership development.
  - Onboarding, Offboarding, and Leave ManagementDevelop clear, compliant processes to onboard new team members successfully.
  - Staff (Re)Leveling & Competency BenchmarkingClarify job levels and responsibilities with market-aligned benchmarks.
  - Handbook & Benefits EvaluationReview and improve internal policies, employee handbooks, and benefits offerings.
  - Compensation & Benefits BenchmarkingEnsure competitive pay and benefits through data-informed benchmarking.
  - Interim StaffingProvide temporary HR leadership or support during staff transitions.
  - Team Pulse MappingIdentify cultural and leadership gaps to improve team alignment and engagement.
- Strategy
  - Strategic and Operational PlanningTest readiness and build strategic plans for capital or growth campaigns.
  - Board Development & OptimizationEquip your board for stronger governance and strategic oversight.
  - CEO Coaching & CounselSupport senior leadership with confidential, tailored coaching.
  - Facilitation for Executive Teams & BoardsGuide critical conversations with structured, expert facilitation.
- Fundraising
  - Campaign Planning & FeasibilityAssess potential and map out bold, achievable fundraising campaigns.
  - Campaign Management & ImplementationDrive campaign success with expert leadership and day-to-day execution.
  - Interim Fundraising LeadershipFill critical development roles with experienced temporary leadership.
  - Tailored Outsourced CapabilitiesGet custom-fit support across fundraising functions without full-time hiring.
  - Strategy & PlanningBuild development plans that grow donor relationships and revenue streams.
- Tech & Software
  - Technology Audits & CybersecurityAssess risks and fortify systems to safeguard data and operations.
  - Software Assessment & SupportSelect and implement the right tools to drive productivity and insight.
  - Sage Intacct ServicesDeploy and optimize Sage Intacct for financial clarity and automation.
  - FP&A, Budgeting & Planning ToolsUse financial planning tools to forecast, budget, and plan with precision.
Working With Us
- We Believe…in meeting you where you are
- Our Clients
- Our Partners
Resources
- We Believe…in helping you succeed
- Blog
- Case Studies
- Whitepapers
- Podcasts
- Grants Management Panel
Contact Us

Lisa Estrema

Lisa

Senior Accountant

Lisa Estrema has extensive accounting experience in the for-profit sector. She worked at Buxton Medical Equipment, Binder and Binder, and SESAC before joining Carey & Co in 2020. She serves as an accountant for multiple clients, including Climate Jobs National Resource Center, Climate Jobs NY, Haiti Air Ambulance, National Center for Law and Economic Justice, and the Swiss Benevolent Society of New York. Lisa also assists other team members on various engagements.

About Us
- We Believe…nonprofits are the engines of positive change
- Our Team
- Join Our Team
How We Help
- We Believe…in advancing your mission
- Finance & Accounting
  - Financial Strategy and OversightProvide expert financial leadership aligned with long-term strategic goals.
  - Accounting and ReportingMaintain accurate, up-to-date financial records to support smart decision-making.
  - Planning and BudgetingBuild reliable, mission-driven budgets that align with organizational goals.
  - Risk ManagementIdentify and mitigate financial risks to protect your organization’s assets.
  - Systems LeadershipStreamline financial processes with automation to save time and reduce errors.
  - Interim StaffingFill critical financial roles with experienced professionals on a temporary basis.
  - Integration of Financial Skills and Accounting Information into OperationsAlign finance functions with day-to-day operations for informed decision-making.
- Communications & Operations
  - Strategic DevelopmentAlign operations with mission-driven goals through actionable strategic plans.
  - Executive LeadershipStrengthen internal leadership capacity and clarify decision-making roles.
  - Operational EfficiencyEliminate inefficiencies with optimized processes and systems across the organization.
  - Organizational RestructuringRedesign roles and workflows to align structure with strategy.
  - Community & Engagement StrategyFoster stronger relationships with your stakeholders and community.
  - Event Coordination SupportSupport internal events and team functions to strengthen organizational culture.
  - Crisis ManagementNavigate emergencies with effective internal and external communication strategies.
  - Nonprofit Leader Transition SupportEnsure smooth executive transitions with structured planning and support.
- Human Resources
  - HR SolutionsDeliver tailored HR support to address your team’s specific needs.
  - Staff Competency & Performance ManagementDefine and improve performance expectations across your workforce.
  - Needs Assessment & Crisis ManagementAssess HR vulnerabilities and prepare for workforce disruptions.
  - HR Systems & ProcessesImplement efficient systems to support core HR functions.
  - Talent Strategy & LeadershipAlign your people strategy with organizational goals and leadership development.
  - Onboarding, Offboarding, and Leave ManagementDevelop clear, compliant processes to onboard new team members successfully.
  - Staff (Re)Leveling & Competency BenchmarkingClarify job levels and responsibilities with market-aligned benchmarks.
  - Handbook & Benefits EvaluationReview and improve internal policies, employee handbooks, and benefits offerings.
  - Compensation & Benefits BenchmarkingEnsure competitive pay and benefits through data-informed benchmarking.
  - Interim StaffingProvide temporary HR leadership or support during staff transitions.
  - Team Pulse MappingIdentify cultural and leadership gaps to improve team alignment and engagement.
- Strategy
  - Strategic and Operational PlanningTest readiness and build strategic plans for capital or growth campaigns.
  - Board Development & OptimizationEquip your board for stronger governance and strategic oversight.
  - CEO Coaching & CounselSupport senior leadership with confidential, tailored coaching.
  - Facilitation for Executive Teams & BoardsGuide critical conversations with structured, expert facilitation.
- Fundraising
  - Campaign Planning & FeasibilityAssess potential and map out bold, achievable fundraising campaigns.
  - Campaign Management & ImplementationDrive campaign success with expert leadership and day-to-day execution.
  - Interim Fundraising LeadershipFill critical development roles with experienced temporary leadership.
  - Tailored Outsourced CapabilitiesGet custom-fit support across fundraising functions without full-time hiring.
  - Strategy & PlanningBuild development plans that grow donor relationships and revenue streams.
- Tech & Software
  - Technology Audits & CybersecurityAssess risks and fortify systems to safeguard data and operations.
  - Software Assessment & SupportSelect and implement the right tools to drive productivity and insight.
  - Sage Intacct ServicesDeploy and optimize Sage Intacct for financial clarity and automation.
  - FP&A, Budgeting & Planning ToolsUse financial planning tools to forecast, budget, and plan with precision.
Working With Us
- We Believe…in meeting you where you are
- Our Clients
- Our Partners
Resources
- We Believe…in helping you succeed
- Blog
- Case Studies
- Whitepapers
- Podcasts
- Grants Management Panel
Contact Us

Recent Resources

Lisa Estrema

Lisa

Senior Accountant