FOR NONPROFIT ORGANIZATIONS

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.

Schedule a Free Discovery Call → Explore Services

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.

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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.

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Strategic Partnership

A financial advisor who sits at the leadership table and helps you plan, forecast, and make data-driven decisions.

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Systems That Scale

Chart of accounts, workflows, reporting templates, and internal controls designed for where you’re headed.

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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.

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

$2,000/mo

Nonprofits $250K–$500K needing financial setup and infrastructure

Monthly Financial Review & Reporting
Bank & Account Reconciliation Oversight
Budget vs. Actual Variance Analysis
Grant Invoicing
Financial Systems Setup Included
Bookkeeper Supervision & QC
15-20 hrs/mo

Strategic

$3,500/mo

Growing nonprofits ($500K-$1M) needing organization and financial clarity

All Essentials Tier
Cash Flow Forecasting
Board Financial Presentations
Grant Financial Compliance
Grant-Specific Audit Reporting
Grant Allocations & Salary Matrix Development
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
OMB Uniform Guidance (Single Audit)
California Audits (RRF-1, CT-2)
Executive Team & Board Advisory
Systems Architecture & Optimization
50-60 hrs/mo

Project-Based Services

Available as standalone engagements or as an entry point to a retainer. Scoped by organization size and complexity.

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Financial Systems Setup

$1,500/mo (30 days)

Light diagnostic, accounting software configuration, chart of accounts, restriction tracking, and monthly close procedures.

✓

Historical Compliance Cleanup

$2,500 – $5,000/mo (Up to 3 months)

Full diagnostic audit, compliance remediation, Form 990 review, grant reporting alignment, and prioritized action plan.

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Budgeting & Salary Matrix Planning

$3,500/mo (30 days)

Grant-level tracking, salary allocation matrix, operating budget build, cash flow forecasting, and board-ready presentations.

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Audit Preparation

$2,500 – $5,000/mo (1–2 months)

PBC list assembly, schedule preparation, reconciliation review, grant documentation, and auditor liaison.

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

Frequently Asked Questions

Common questions from nonprofit leaders considering fractional CFO services.

What’s included in each service tier?

Each tier is designed around the complexity and needs of your organization:

Essentials ($2,000/mo) — Monthly financial oversight including bookkeeping review, bank reconciliations, basic financial statements, grant invoicing, and a monthly check-in. Includes financial accounting system setup (software configuration, chart of accounts, and monthly close procedures). Best for nonprofits $250K–$500K in revenue.

Strategic ($3,500/mo) — Everything in Essentials plus cash flow forecasting, board-ready reporting, grant-specific audit reporting, grant invoicing, grant allocations, salary matrix development, grant budget tracking, and bi-weekly strategy calls. Built for nonprofits between $500K–$1M.

Executive (Custom) — Full fractional CFO partnership with audit liaison, funder financial reporting, grant invoicing, grant allocations, salary matrix development, budgeting leadership, and weekly engagement. Includes OMB Uniform Guidance (Single Audit) compliance, California-specific audit requirements (RRF-1, CT-2), and full grant audit support. Designed for organizations over $1M.

How long is the engagement? Is there a contract?

Retainer engagements are month-to-month with a 3-month initial commitment. This gives us enough time to assess your financials, build systems, and deliver meaningful results. After the initial period, you can continue, adjust your tier, or wrap up with 30 days’ notice. Contracts are renegotiable every 6 months, so there’s always an opportunity to revisit scope, pricing, and priorities as your organization evolves.

Do I still need a bookkeeper if I hire a fractional CFO?

Not necessarily. Our service includes bookkeeping as part of every tier, so you don’t need to hire one separately. We also provide training for leadership staff and anyone on your team involved in financial processes — whether that’s an office manager handling invoices, a program director tracking grant expenses, or a board treasurer reviewing reports. The goal is to build internal capacity so your team understands the financials, not just rely on them being managed externally.

Do you need access to our bank account?

We do need access to all company financial information including banking info, vendor invoices, receipts, timesheets, and other financial records. However, we do not need access to your bank debit or credit cards and we do not make any payments on your behalf.

Can you help us prepare for an audit?

Yes — audit preparation is one of our core services, available both as a standalone project and within our retainer tiers. We organize your financial records, reconcile accounts, prepare supporting schedules, and work directly with your auditors so the process goes smoothly. This includes grant-specific audit reporting, OMB Uniform Guidance (Single Audit) preparation for organizations receiving federal funds, and California-specific compliance requirements like the RRF-1 and CT-2 filings.

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