We run your finances. Your board gets clarity. Your focus on your mission.
We support executive directors and board treasurers of 501(c)(3) nonprofits with $500K–$20M in annual revenue.
Growing nonprofits that need more than a bookkeeper but not yet a full-time CFO.
Organizations with multiple grants and funders that need detailed reporting.
Nonprofits preparing for their first audit or upgrading from review to audit.
We are not the right fit for you if your annual revenue is below $500K or if you only need basic categorization.
Your mission deserves more than a bookkeeper.
With our fractional CFO services, you get financial direction at a fraction of the cost. Clean reports and real planning help you keep your board informed and confident.
As your organization grows, financial decisions get harder. Grants, reserves, audits, and sustainability take time you may not have, and hiring a full-time CFO may not be realistic.
We sit in the middle. You get expertise as you need it.
Your board should never be surprised.
Every month, we prepare a financial packet that your board can understand: a balance sheet, a statement of activities, a budget variance, and a detailed summary that explains what is happening and why.
No more scrambling before board meetings or awkward "I will get back to you" answers from the treasurer.
We don't just file your 990. We make it work.
A 990 is a public document. Funders and boards read it. Watchdog sites score you on it.
We prepare your 990 to tell your story accurately and favorably: ratios, reserves, compensation, and governance explained for funders and boards. You sign. We handle the stress.
Grants are restricted, regulated and have ruthless deadlines.
We track grant spending against the budget in real time, prepare funder-specific reports and flag compliance issues before they become audit findings.
You keep the grant, you keep the funder, and you keep your 990 clean.
If the audit threshold is coming, we will get you ready.
We maintain your books prepared for audits year-round. When your auditor arrives, they get clean files, reconciled accounts and documented internal controls.
We help audits run efficiently, reduce findings, and keep your board's report clean.
Board meetings should be about strategy, not spreadsheets.
We sit with the executive director (ED) and board treasurer twice a month. One meeting reviews the monthly financials. The second covers strategy: cash reserves, grant pipeline, program sustainability and audit readiness.
You leave each meeting with decisions made, not decisions pending.
If you don't feel more confident by your next board meeting, 90 days after you started working with us, we will keep working at no extra cost for another 30 days until you do.
Start with a complimentary financial health check call.
We review your situation, spot the three biggest gaps and give you a concrete action plan. Then you can decide if our Fractional CFO Services are right for you.
No cost. No obligation.
