About
With more than twenty years of experience in the emerging, small business and non-profit sectors, the O.R. can provide insight and solutions for the unique opportunities facing your organization as you experience or plan for growth.
Our clients are typically looking outside their own entity for additional capacity, speed, expertise, as well as innovation. Whether you have many successful years of meeting your programmatic and project goals or are just laying the foundation for a prosperous future, the O.R. can stabilize, streamline, and advance your operational and financial systems.
What differentiates the O.R. is both our approach and commitment. We are consultants who are implementation specialists who like to roll up our sleeves to get the job done. We function in an interim or part-time capacity, working within your team to optimize revenue and operational performance, design fiscal turnarounds, improve sales and marketing performance or simply keep things running smoothly. The exact nature of each engagement is tailored to meet client needs and budgets and the structure can include:
Short term affordable analysis and re-organization – our “5 Step Plan to Financial Success”.
observe (your culture, operations, processes, staff in motion)
assess and interpret (successful strategies, opportunities, points for leverage)
design (infrastructure, contracts, business flow)
implement (selected solutions)
review (quality control)
Long term, part time outsourcing of CFO, CEO, Executive Director and/or COO functions. These engagements can last from months to years as needed.
We have also adapted skills and practices from the corporate and commercial worlds for the benefit of smaller organizations and non-profits. We focus on delivering meaningful and concrete results that help your business or project succeed.
History
The O.R. was founded in Boston, MA in 2000 by Meave G. O’Marah to provide financial consulting and top quality consulting CFO and Operations services to start-ups, small businesses, and non-profit organizations. In 2005, the O.R. expanded into Washington, D.C.
Get in touch
We at the O.R. know that finding the right consultant is essential. We will find the person to walk you through your needs, the scope of your goals, and your budget.
contact us ▸
Matt Sokolowski, Principal
Matt is the founding principal of the O.R.’s Washington, DC office which opened in 2005. He has over 25 years of experience working with a variety of organizations including 501c3 & 501c4 non-profits, PACs, taxable non-profits, and small businesses. Matt has helped dozens of clients designing and implementing financial and operational systems for entities in the progressive non-profit sector, the arts, education, museums, donor networks, and foundations. He has also overseen several construction projects for his clients including the restoration and renovation of a prominent National Historic Landmark site. Matt served as a Peace Corps Volunteer in Benin, West Africa.
Education
GEORGE WASHINGTON UNIVERSITY
B.A.
Turcan Hockaday
Turcan brings a diverse knowledge of organizational operations to the O.R. team having worked in electoral politics, local government, and the non-profit sector. Prior to joining the DC office, Turcan led political compliance for the Democratic Attorneys General Association during the most successful cycle in the organization’s history flipping four seats and taking back the majority of AG seats nationwide. She has extensive experience managing reporting obligations and institutional financials for candidate committees, PACs, 527s and c3/c4s.
Education
UNIVERSITY OF BALTIMORE SCHOOL OF LAW
J.D.
HOLLINS UNIVERSITY
B.A.
Indiyah Jackson
Indiyah joined the O.R. in September 2023 as a part-time administrative assistant while she pursues her degree in Business Administration and Communications at the University of Maryland-College Park. A lifelong Maryland resident, she keeps the O.R. team organized, on task, and current on issues Gen Z cares most about like social justice and racial equity.
Dawn Joseph
Dawn, who joined the O.R. in March 2023, brings more than 16 years experience managing financial functions for non-profit organizations as an accounting manager and senior accountant for two Washington, DC firms. Her areas of expertise include bookkeeping, accounts payable and receivable, donor restricted funds and grants, and payroll management. Dawn managed two finance system conversions where she demonstrated her strong knowledge of accounting information software and systems. She's excited to join the O.R. team and looks forward to leveraging her experience to provide operational and financial support to the O.R. and its clients.
Roseann Martinez
Roseann Martinez, who joined The O.R. in June 2021, brings more than 15 years of experience managing accounting processes for several high profile companies. Most recently she worked for the 2021 Presidential Inaugural Committee and the Biden for President Campaign. Prior to that, Roseann handled billings, accounts receivable, and collections for several law firms, an international property management company, a digital marketing firm, and a global assets management corporation. Her background has driven her to support all aspects of operations and connect across different business units while utilizing her strong knowledge of software and technology. Roseann is excited to bring the skills she learned in the corporate world to help her non-profit clients excel.
Education
HUNTER COLLEGE
B.S., Accounting
Nicholas Peterson
Nicholas is the O.R.’s Managing Director and joined in 2017. They are interested in providing small groups with intuitive, detailed, and personalized systems that capture the day to day needs of their operational, programmatic, and organizational goals. Prior to the O.R. Nicholas worked in operations and communications for DC non-profits. They also bring experience in database design and administration; digital media content development and strategy; grants management; and event planning.
Education
SMITH COLLEGE
B.A.
Dino Toms
Dino joined the O.R. in November 2023 as a part-time bookkeeper while working toward earning their degree in Sequential Art at SCAD (the Savannah College of Art & Design). As someone who took AP Calculus for fun in high school, they're excited to get back to all the maths! Born and raised in Ohio, Dino's passionate about the subjects of financial equality, affordable housing, and trans rights.
Jamie Williams
Jamie brings over 15 years of bookkeeping experience to the O.R. team. Having most recently managed her own firm, Jamie has generated financial reports, maintained and monitored financial records, and provided transaction oversight to a variety of organizations including schools, physicians' offices, non-profits, and for-profit entities. Her experience and skills have helped clients with making processes more efficient. She is excited about bringing her insight and professionalism to the O.R. team.
Education
OAKWOOD UNIVERSITY
B.A.