Nonprofit CFO Services
Move Your Organization Forward, Strategically
Financial strategy is key to your nonprofit’s long-term success. Without a clear budget, accurate forecasting, and expert advice, it’s challenging to plan for the future.
Whether you’re trying to secure more funding, manage grants effectively, or communicate financial results to your board, financial leadership is critical.
Our experienced Nonprofit CPA and CFO services go beyond numbers. We’ll work with you to create a financial strategy that aligns with your mission, help everyone stay accountable and follow through on that plan, and help you make smarter decisions and adapt to changing circumstances.
Ready for Financial Clarity?
Let’s tackle your nonprofit’s financial challenges together.
Explore Our Nonprofit CFO Services
Strategic Organizational Budgeting
We create easy-to-understand budget documents that uncover the true cost of your programs and help inform strategic decisions. Ongoing budget monitoring ensures you stay on track and can adjust as needed.
Agile Forecasting
Plans change, and so do financial realities. We use dynamic forecasting to assess how current changes will impact future finances, allowing you to make informed decisions in real time and secure the support you need from your board.
Effective Grant Management
Managing grants requires precision. We help you allocate funds accurately, keep your team aligned, and show donors how their contributions are making an impact—all while ensuring compliance with grant requirements.
“Detail oriented, thorough, great service and a pleasure to work with!”
-Jade Rogers, Afros, Scapes & Curls
100% Satisfaction Guarantee
We offer a no-questions-asked, 90-day money-back guarantee on all monthly services.
(Yep. Seriously. That’s how certain we are you’ll love what we offer you)
Intentional Meeting Cadences
Clear communication is key to making informed decisions. Our structured meeting cadence ensures that your team has the information and insights needed at the right time, so nothing is missed and you can move forward with confidence.
We tailor our meetings to your organization’s needs, covering essential topics that help you stay aligned with your financial goals and mission impact:
Financial Statement Meetings
We review your financials with your team in detail, ensuring clarity around your budget, cash flow, and how your funds are being utilized.
Development Meetings
Collaborate with us to plan future grant applications, reporting deadlines, and understand when dollars will come through the door.
Forecasting Meetings
Utilize dynamic forecasting to stay ahead of potential challenges and opportunities.
Program Meetings
Provide clear insights to program personnel on program-specific financial activity.
Director & Board Meetings
Communicate your financial story to your board or finance committee with easy-to-read reports.
Ad-hoc Meetings
Whether it’s a last-minute grant opportunity or an unexpected financial issue, we’re just a call away to help you navigate it.
Let's chat about how we can support your mission with expert financial guidance.
90-day money-back guarantee on all monthly services.
100% Satisfaction Guarantee.
Frequently Asked Questions
What experience do you have working with nonprofit organizations similar to ours in size and mission?
We have extensive experience working with a wide range of nonprofits, from small startups to organizations with budgets up to $10 million. Our team specializes in nonprofit accounting, helping organizations across various missions improve financial health and achieve sustainable growth.
How will you help us maintain compliance with nonprofit-specific accounting regulations and reporting requirements?
We ensure that your organization complies with all nonprofit accounting standards, including GAAP, IRS regulations, and state-specific requirements. Our proactive approach helps keep your financial records in order throughout the year, reducing the risk of noncompliance.
How will you assist us in developing and monitoring key performance indicators (KPIs) for our organization?
We work with your leadership team to identify critical financial and operational KPIs tailored to your mission and goals. These KPIs are integrated into regular reporting, allowing for ongoing monitoring and adjustments to ensure your organization stays on track.
Can you help us create financial forecasts and budgets that align with our strategic goals and mission?
Absolutely. We take a collaborative approach to create detailed annual budgets and financial forecasts. These align with your strategic goals, helping you plan for growth, manage cash flow, and allocate resources effectively.
How will you work with our existing staff and board to provide financial insights and guidance?
We act as an extension of your team, working closely with your staff and board to provide clear financial reporting and insights. We also participate in board meetings, offer guidance on financial decisions, and provide training to staff as needed.
What additional services do you offer beyond basic financial management, such as audit support or grant compliance?
In addition to financial management, we provide audit support, grant compliance reporting, and grant budgeting services. We also assist with financial budgeting and forecasting, risk management, and strategic consulting to ensure your organization remains financially healthy and compliant.
Learn More about Fractional CFO Services
Explore our comprehensive resources on Fractional CFOs for nonprofits and small businesses.
Fractional CFO Job Descriptions: A Guide for Small Business Owners and Nonprofits
The Digital Shift: Understanding Virtual CPA Services and Their Impact on Accounting
Hiring a Fractional CFO: A Beginner’s Guide
Let's Chat
Questions? Ready to get started? Book some time with Tyler Wilcox, CPA.
We're here for you and your nonprofit.