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. 

Z

Avoid messy audits

Z

Best tech, with integrated solutions

Z

Accurate fund accounting & reporting

Z

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

10 + 4 =

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.

Our Deliverables Include 

Z

Accurate fund accounting & reporting

Z

Concise, clear answers to your questions

Z

Best tech, with integrated solutions

Z

Avoid messy audits

Z

Financial Record Organization

Z

Internal Control Review

Z

Compliance Check

Z

Audit Checklist Preparation

Z

Preliminary Analysis Reporting

Z

Communication with Auditors

Z

Reconciliation of Accounts

Z

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

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

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

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,...