Fractional CFO services for financial stability, compliance, and mission success.
As a nonprofit leader, you need reliable systems and clear financial insights—our CFO team is here to support you!
How We Help Nonprofit Leaders.
Avoid messy audits
Best tech, with integrated solutions
Accurate fund accounting & reporting
Concise, clear answers to your questions
Our Nonprofit Services
Financial Reporting
Cloud Bookkeeping
CFO Services
Budgeting
Audit Prep & Taxes
How to get started?
Fill out the contact form, and we’ll get back to you within one business day.
What's the price?
We enroll you into a flat-rate monthly contracts with no hourly billing or limits, so you can budget confidently without any end-of-month surprises.
Is CFO Enrollment right for me?
We typically partner with small to mid-sized nonprofits that value cloud accounting efficiencies. Typically, organizations with at least $500,000 in annual expenses are the best fit for our services.
Nonprofit Inquiry
How We Help Nonprofit Leaders.
These tiered CFO services provide nonprofits with customized financial oversight, from basic day-to-day management to strategic planning, ensuring they maintain financial stability and compliance. By offering varying levels of complexity, nonprofits can choose the support they need to optimize resource allocation, improve efficiency, and focus on their mission.
Basic Financial Oversight
- Budgeting and Forecasting
- Cash Flow Management
- Internal Controls and Risk Management
- Financial Reporting to Stakeholders
- Accounting & Bookkeeping
Advanced Financial Management
- Financial Strategy and Planning
- Fund Accounting and Financial Reporting
- Grant Management and Reporting
- Compliance and Regulatory Reporting
Strategic Financial Leadership
- Audit Preparation and Support
- Investment and Reserve Fund Management
- Grant and Funding Raising Support
- Operational Efficiency and Cost Reduction
Our Deliverables Include
Accurate fund accounting & reporting
Concise, clear answers to your questions
Best tech, with integrated solutions
Avoid messy audits
Financial Record Organization
Internal Control Review
Compliance Check
Audit Checklist Preparation
Preliminary Analysis Reporting
Communication with Auditors
Reconciliation of Accounts
Audit Readiness Training
Peace of mind with a dedicated CFOE Advisor
Stop stressing about when (or if) your financial reports will arrive, and what surprises they might bring.
It’s time for accuracy, consistency, and peace of mind. Schedule your free consultation by clicking below.
Nonprofit Management Blog
Audit Checklist: Keeping it Smooth
SUMMARY: A nonprofit audit checklist helps organizations prepare for financial audits by organizing key documents such as financial statements, tax filings, and internal control policies. It ensures the audit process is smooth, promotes transparency, and reassures...
The Role of a Financial Committee
SUMMARY: A financial committee ensures an organization’s financial health through budget oversight, internal controls, and long-term planning. However, they can become ineffective due to a lack of financial expertise, irregular meetings, over-reliance on leadership,...
Difference Between Bookkeeper, Accountant, & CFO
SUMMARYA bookkeeper handles day-to-day financial transactions, an accountant ensures compliance and produces reports, while a CFO provides strategic financial leadership in a nonprofit organization. A seasoned CFO understands the importance of all three roles,...