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About Me

Mallory Smith, RSW, Lead Consultant

 I combine a strong background in finance with the values and perspective of a Registered Social Worker to help nonprofits, small businesses, and community organizations manage their finances with clarity, confidence, and compassion.


I started my career in the investment world, supporting clients with financial, retirement, and estate planning. Over time, I found my passion in working with mission-driven organizations and individuals, bringing financial structure to the incredible work happening in communities. Whether it's organizing bookkeeping systems, supporting with year-end reporting, or developing accessible financial literacy workshops, I take a people-first approach to numbers.


I believe good financial management starts with trust and ends with impact. 

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