CFO Services for Nonprofits — Financial Leadership Built for Mission-Driven Organizations

Every engagement is modular — take what you need now, add more later:

• Fund accounting & net asset tracking — clean separation of restricted and unrestricted funds, release schedules, balances you can defend line by line.
• Grant budgeting & grant reporting — award budgets, drawdown and reimbursement schedules, allowable-cost review, funder reports on time in each funder's format.
• Compliance & audit readiness — Uniform Guidance controls, Single Audit preparation, written policies and a complete workpaper file before the auditors arrive.
• Form 990 support — defensible functional expense allocation, governance disclosures and program accomplishment data, coordinated with your tax preparer.
• Budgeting, forecasting & cash flow planning — rolling 13-week cash flows by fund, reserve targets, scenario models for a delayed or lost award.
• Board & funder reporting — dashboards, KPIs and variance-to-budget packs your board can read in ten minutes.
• Strategic advisory & consulting — merger analysis, reserve policy, program economics, pricing of government contracts.
• Interim & project-basis leadership — cover a finance director vacancy, run a system migration or fix a failed audit, then step back down.

Your fractional finance chief starts with a diagnostic: chart of accounts, fund structure, grant register and the last audit's management letter. Most teams we meet have three fixable problems — costs coded to the wrong award, indirect costs they are entitled to recover but never claim, and a budget nobody has updated since February.

We rebuild the chart of accounts so every transaction carries a fund, program and funder tag, which turns grant reporting into a report you run rather than a spreadsheet you reconstruct. Salary and shared overhead allocation is performed by a documented method, so the Statement of Functional Expenses, your Form 990 and your management accounts tell the same story.

Then we make the future visible: a monthly board pack, a rolling forecast that predicts cash by fund, and dashboards showing runway, months of operating reserve and the true cost of each program after indirect costs.

• Restricted grants and free reserves sit in one account, and nobody can say on demand how much is available to spend.
• Funder reports take a week of manual spreadsheet work and still come back with questions.
• The auditors raised repeat findings or a material weakness, or the Form 990 needed an extension again.
• Federal award spending nears the Single Audit threshold and no one has prepared for the added compliance load.
• The board asks strategic questions — a merger, a new site, a reserve policy — that current reporting cannot answer.
• You are opening a program abroad and the tax, currency and registration questions have stalled the launch.

Two or more of these mean the finance function has outgrown a bookkeeper.

1. Free intro call — we discuss the mission, the funding mix and the problem you need solved.
2. Diagnostic — we review financial statements, the grant register, fund balances and the latest audit, then report what we found.
3. Scoped plan — priorities, deliverables, reporting cadence and transparent hourly rates, with no hidden fees.
4. Execution — your finance leader runs the monthly close, board reporting and the compliance calendar on a fixed rhythm.
5. Scale up or down — add hours for an audit or a capital campaign, cut them back afterwards, with no long-term commitment.