Fractional CFO services for nonprofits and small businesses
Strategic financial leadership without the cost of a full-time hire
Trusted financial partner to Executive Directors, founders, and boards
Financial strategy aligned with mission, operations, and long-term goals
Monthly financial reporting and analysis
Clear, easy-to-understand dashboards for leadership and boards
Budget-to-actual variance analysis and trend reporting
Board and finance committee presentations and support
Annual operating budgets and multi-year financial plans
Cash flow forecasting and liquidity planning
Scenario modeling to support growth, funding changes, or uncertainty
Program and departmental budgeting support
Oversight of day-to-day accounting functions (AP, AR, payroll, close)
Month-end and year-end close process improvement
Internal controls design and strengthening
Accounting policies, procedures, and documentation
Support for nonprofits navigating grants, contracts, and restricted funds
Audit preparation and coordination with external auditors
Financial support for Executive Directors and Boards
Compliance-focused financial management and reporting
Cash flow management and forecasting
Working capital planning and monitoring
Banking and lender relationship support
Financial triage during periods of growth or financial stress
Financial process reviews and workflow optimization
Systems evaluation and improvement (accounting software, reporting tools)
Practical, right-sized solutions that fit how your organization operates
Interim finance leadership during transitions
New program or initiative financial modeling
Pricing, cost analysis, and margin improvement
One-time consulting engagements and special projects
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