Expert Nonprofit CFO Services – Financial Leadership for Growth & Sustainability
Strategic Budgeting, Forecasting & Grant Management for Mission-Driven Organizations
A strong financial strategy is the foundation of long-term success for nonprofits. Without accurate forecasting, structured budgeting, and expert financial leadership, organizations face funding challenges, compliance risks, and inefficiencies.
At Velu, our outsourced nonprofit CFO services provide high-level financial expertise, helping nonprofits:
Secure more funding & grants
Build accurate, strategic budgets
Ensure compliance & financial transparency
Enhance financial reporting for board & stakeholders
Ready for Financial Clarity?
Let’s tackle your nonprofit’s financial challenges together.
Why Your Nonprofit Needs a CFO
Drive Growth, Maximize Impact & Strengthen Financial Health
Whether you’re scaling operations, managing restricted grants, or preparing for an audit, strong financial leadership ensures long-term sustainability.
Did You Know?
Nonprofits with structured financial oversight experience higher funding success rates and better donor retention.
Long-Term Impact
By systematizing your organization’s financial infrastructure, processes, and technology, we free up your time to make a difference in your community and achieve long-lasting success.
Unique Approach
Our structured meeting cadence and all-in-one team-based solution ensure clear expectations, seamless transitions, and continuous support.
Our Nonprofit CFO Services
Strategic Budgeting & Financial Planning
We create customized nonprofit budgets that align with your mission while ensuring financial stability.
Identify the true cost of programs
Build realistic, data-driven budgets
Monitor budgets in real-time & adjust as needed
Agile Financial Forecasting
Financial conditions change—your forecasts should too.
Dynamic, real-time financial modeling
Predict potential risks & funding shortfalls
Adjust projections based on donor trends & economic factors
Effective Grant & Fund Management
Mismanaging grants can lead to compliance risks & funding loss. We ensure proper allocation & compliance so donors see the impact.
Allocate funds efficiently & accurately
Ensure compliance with donor & grant restrictions
Create transparent reports for funders
“Detail oriented, thorough, great service and a pleasure to work with!”
-Jade Rogers, Afros, Scapes & Curls
100% Satisfaction Guarantee
We stand behind our services with a 90-day money-back guarantee. If you're not satisfied, you don't pay.
(Yep. Seriously. That’s how confident we are in delivering value to your nonprofit!)
Intentional CFO Meetin Cadences
Stay Informed, Stay Accountable, Stay in Control
Our structured meeting schedules ensure nonprofits receive financial insights at the right time for better decision-making.
Custom meeting plans tailored to your nonprofit’s size & structure
We Offer:
Financial Statement Meetings
Monthly reports & insights.
Development Meetings
Grant application strategies & funding reports.
Forecasting Meetings
Real-time financial planning for sustainability.
Program Meetings
Financial clarity for department leaders.
Director & Board Meetings
Simplified reports for decision-making.
Ad-hoc Meetings
Immediate financial problem-solving.
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
How does an outsourced CFO help my nonprofit?
Our fractional nonprofit CFOs provide:
- Expert financial strategy without the cost of a full-time hire
- Grant & donor fund management for compliance & impact
- Audit-ready financial statements
Do you work with nonprofits of all sizes?
Yes! We support small & large nonprofits with budgets ranging from startup levels to $10M+.
How can a CFO improve donor relations?
Transparent financial reporting, donor fund tracking, and proper grant allocation build trust with funders.
Can you help with audits & IRS compliance?
Absolutely! We prepare audit-ready reports, ensure Form 990 accuracy, and provide IRS compliance guidance.
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.