Financial Clarity at every level

From foundational accounting to CFO-level strategy, built for the mission you serve.

Core
Accounting

Your foundation for financials you can trust.

  • Monthly Bookkeeping and Reconciliations.

  • Clear Financial Statements.

  • Fund and Grant Tracking.

  • Functional Expense Allocation.

IDEAL FOR: Organizations that need accurate, compliant financials and want to stop worrying about their books.

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Growth
Accounting

Transforms your financials into a strategic advantage.‍

  • Everything in Core Accounting

  • Plus:

  • Quarterly Strategic Reviews

  • Cash Flow Forecasting

  • Proactive Financial Guidance

IDEAL FOR: Organizations ready to move beyond compliance and start making strategic financial decisions.

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Executive
Accounting

CFO-level insights without the CFO price tag.

  • Everything in Growth Accounting

  • Plus:

  • Monthly strategic guidance

  • Board-tailored KPI Dashboards

  • Integrated Development and Accounting Strategy

  • Donor Analytics

  • Revenue Diversification Analysis

  • Reserve Fund Strategy

IDEAL FOR: Nonprofit leaders who want a hands-on financial partner at the table for high-stakes decisions.

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See How Our Services Compare

A table comparing different financial management services across three categories: Core, Growth, and Executive. Services include monthly bookkeeping, financial statements, fund tracking, expense allocation, strategic reviews, cash flow forecasting, KPI dashboards, donor analytics, revenue analysis, and reserve fund strategy. Checkmarks indicate availability within each category, with some services specific to certain categories.

Frequently
Asked
Questions

  • A Fractional CFO provides strategic financial leadership without the cost of a full-time executive. While bookkeepers and accountants focus on recording transactions and compliance, a Fractional CFO helps you interpret financial data, forecast cash flow, plan for growth, and make informed decisions that align with your mission and goals.

  • Outsourcing gives you expertise, scalability, and cost efficiency. You gain access to a team of professionals and advanced tools without the overhead of full-time salaries and benefits. Plus, outsourcing ensures accuracy, compliance, and timely reporting, freeing your team to focus on impact and growth.

  • We understand nonprofit challenges‚ restricted funds, grant compliance, donor reporting, and sustainability planning. Our services provide clear financial statements, cash flow forecasting, and strategic guidance so you can maximize donor impact and maintain transparency for stakeholders.

  • We specialize in nonprofits with annual budgets typically ranging from $2M to $20M. Whether you need basic bookkeeping or advanced financial strategy, we tailor solutions to your size and complexity.

  • We use secure, encrypted platforms for all financial data and follow strict confidentiality protocols. Your information is protected with bank-level security standards, and we never share data outside your organization.

  • 1.) Discovery Call to understand your goals and pain points.

    2.) We build a custom plan and design systems that will empower your organization to accomplish its goals.

    3.) Kickoff Meeting to launch implementation of detailed plan while aligning expectations and timelines. Our commitment is to make the transition smooth by minimizing disruption to your organization.

    4.) We establish a cadence of proactive communication to ensure needed adjustments occur on a timely basis. Clear communication ensures that obstacles that threaten to stall progress towards the desired organizational outcomes are removed quickly.

Your Mission is too Important for Financial Uncertainty

Let’s start with a conversation.

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