Strategic Financial Leadership Without the Full-Time Cost.
Transform how your organization makes decisions with financial architecture, oversight, and strategic guidance designed specifically for nonprofits.
The Challenge
Most nonprofits reach a point where their financial complexity outgrows what a bookkeeper or part-time accountant can manage. Board members ask harder questions. Funders require more sophisticated reporting. Cash flow becomes unpredictable. Compliance requirements multiply.
A full-time CFO costs $120,000 to $180,000 per year. For organizations under $10 million in revenue, that is rarely justifiable. But the need for CFO-level thinking is real.
That’s where fractional nonprofit CFO services fit.
You get the strategic financial leadership your organization needs at a fraction of the cost, with the flexibility to scale as you grow.
What You Get
This is not bookkeeping with a better title. It’s the financial architecture and strategic partnership that transforms decision-making.
Financial Clarity
Monthly financial reviews that translate numbers into actionable insights for your leadership team.
Compliance Confidence
Grant tracking, audit preparation, and regulatory compliance handled by a nonprofit accounting expert.
Strategic Partnership
A financial advisor who sits at the leadership table and helps you plan, forecast, and make data-driven decisions.
Systems That Scale
Chart of accounts, workflows, reporting templates, and internal controls designed for where you’re headed.
Board-Ready Reporting
Presentations and dashboards that give your board exactly what they need to govern effectively.
How We Work Together
Discovery Call
30-minute conversation to understand your goals. No cost, no obligation.
Diagnostic Audit
Optional but recommended. Comprehensive review of systems and processes.
Custom Proposal
Detailed engagement letter with clear deliverables, recommended tier, and timelines.
Onboarding
First 30 days: access setup, system review, bookkeeper coordination, baseline reporting.
Ongoing Service
Monthly financial oversight, reporting, and advisory with quarterly strategic reviews.
What Makes This Different
This practice is built specifically for nonprofit organizations. Every template, every process, and every recommendation is designed for the unique challenges of nonprofit financial management: restricted and unrestricted funds, grant compliance, board governance, and donor stewardship.
You are not getting a corporate CFO who treats your nonprofit like a small business. You are getting a financial partner who understands your mission and builds systems to support it.
Project-Based Services
Available as standalone engagements or add-ons. Often applied as credit toward a retainer engagement.
Diagnostic Financial Audit
$3,500 (2-3 weeks)
Full assessment report + action plan
Compliance Cleanup
$5,000 – $8,000 (4-8 weeks)
Audit-ready books + documentation
Financial Systems Setup
$4,000 – $6,000 (3-6 weeks)
Chart of accounts, workflows, templates
Grant Accounting Setup
$2,500 – $4,000 (2-4 weeks)
Fund tracking, compliance framework
Service Tiers
Choose the level of support that matches your organization’s size, complexity, and goals. Every engagement begins with a conversation to ensure the right fit.
Essentials
$1,500/mo
Nonprofits $0-$250K needing financial oversight
- Monthly Financial Review & Reporting
- Bank & Account Reconciliation Oversight
- Budget vs. Actual Variance Analysis
- Bookkeeper Supervision & QC
- 15-20 hrs/mo
Strategic
$3,500/mo
Growing nonprofits ($500K-$1M) needing strategic finance leadership
- All Essentials Tier
- Cash Flow Forecasting
- Board Financial Presentations
- Grant Financial Compliance
- Audit Preparation & Liaison
- 30-40 hrs/mo
Executive
Let’s Talk
Complex organizations ($1M+) needing full CFO partnership
- All Strategic Tier
- Strategic Financial Planning
- Multi-Entity / Fund Accounting Oversight
- Executive Team & Board Advisory
- Systems Architecture & Optimization
- 50-60 hrs/mo
Ready for Strategic Financial Leadership?
Schedule a discovery call to discuss your organization’s financial needs and goals. No cost, no obligation.
Schedule Discovery Call