For executive directors & boards
Fractional CFO and controller support for nonprofits
Senior-level finance oversight, scaled to the size of your organization. Accurate books, grant compliance you can document, and reporting your board can act on — without the cost of a full-time finance executive.
Capabilities
What we take on
Engagements are built from the capabilities below. Some organizations need one or two; others need all of them.
Grant & restricted-fund accounting
Tracking of donor- and grantor-restricted funds, releases from restriction, and grant budgets versus actuals, so you can show funders exactly how their dollars were used.
Board & finance committee reporting
Concise monthly or quarterly packages — statement of financial position, statement of activities, budget variance, and plain-language commentary — prepared for directors who are not accountants.
Budgeting
Annual operating budgets built with leadership and program staff, including program and functional expense allocation, ready for board approval.
Forecasting
Rolling forecasts that update as grants are awarded, renewed, or delayed, giving leadership an informed view of the year ahead.
Cash flow management
Cash projections that account for reimbursement-based grants and seasonal giving, so payroll and obligations are never a surprise.
Audit preparation coordination
Preparing schedules, reconciliations, and supporting documentation ahead of fieldwork, and serving as the point of contact for your independent auditor.
Outsourced controller
Ownership of the monthly close: reconciliations, journal entries, accrual and deferred-revenue adjustments, and review of transaction coding and internal controls.
Fractional CFO
Strategic finance leadership: participating in finance committee meetings, advising on reserves and sustainability, and helping leadership evaluate new programs or funding.
Outcomes
What changes for your organization
- A reliable monthly close. Financials finished on a predictable schedule, not months later.
- Funder confidence. Restricted funds and grant spending documented clearly for reports and renewals.
- Better board conversations. Directors receive information they understand and can govern with.
- A smoother audit. Fewer adjustments, fewer follow-up requests, and less staff time lost to fieldwork.
Discuss your organization's finance needs
Whether you need monthly controller support or strategic guidance for the board, we'll start by understanding where things stand today.