- Robust monthly financial reporting
- Cash flow analysis
- Forecasting and budget development
- Annual Audit, 990 and Single Audit
- Endowment oversight
About Us
Offering high caliber contract CFO services to nonprofits across
the United States.
For over a decade, we have been dedicated to empowering nonprofits
with exceptional strategic, financial, and administrative support.
Services
We offer a wide range of services including:
01 Finance
02 Operations
- Financial review and recommendations
- Development of policies and procedures
- Implementation of internal controls
- Management of finance and admin staff
- Hiring and training new staff members
03 Strategy
- Advisor to Executive Directors and Boards
- Board analyses and presentations
- Management of reserves and endowments
- Business plan drafting
- Restricted funds reporting and tracking
04 HR / Technology
- Leadership of HR and IT processes
- Management of PEO, payroll and benefits
- Evaluation of accounting systems
- Optimization of technology platforms
- Selection and integration of new platforms