Part Time CFO Services

Gain access to experienced financial leadership without the cost of a full-time CFO. We help nonprofits navigate growth, organizational changes, financial complexities, audits, and board reporting. As your trusted strategic advisor, we provide insights, strengthen financial processes, and implement solutions that build a solid financial foundation to support your mission.

Accounting & Month-End Close

We provide flexible accounting support tailored to your organization’s needs — from day-to-day bookkeeping to complete month-end close management. Our services include managing accounts receivable, accounts payable, payroll processing support, bank and balance sheet reconciliations, expense allocations, and month-end journal entries. We help ensure your financial records are accurate, timely, and ready for informed decision-making.

Financial reporting

All organizations, regardless of type or size, need accurate, timely monthly financial reports. This is one of our top objectives!

Analysis & recommendations

Once the financial reports are completed, we help analyze them to understand and communicate to you the financial management and policy implications for your organization.

Scenario planning & cash flow forecasting

During times of uncertainty, clarity and information are crucial to your organization’s success. Depending on your needs, we can prepare cash flow reports at whatever frequency that makes sense for your organization.

Board meeting attendance & training

We are happy to attend your board meeting to present your financial reports and provide training to your members and staff.

Policies & procedures

In the course of our work, we often observe opportunities to strengthen internal controls, add efficiency to operations and document these improvements in your policies and procedures.

Budgeting

We can assist in a variety of ways with your year-end budgeting beginning at the program budget level and ending with presentation of your annual budget.

Grant proposals & ad hoc reports

We help many of our clients with pro-formas or budgets that go into grant requests. Additionally, there is often a need for ad hoc reports or dashboards for you, board members, lenders or funders. We prepare these for you and make recommendations on presenting the requested information

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Grant management

We will manage your incoming grants to include proper recording and classification, allocation methodologies, reporting requirements and requests for reimbursements.

Audit turnaround

We prepare the work papers and schedules they will need. This gives your auditors the opportunity to conduct their fieldwork and produce a draft report with plenty of time for your finance committee to review, ask questions and approve a final audit. We’ll then coordinate with your auditors to complete the Form 990 on a timely basis.

Form 990 Preparation and Filing