Virtual CFO Services for Growing Nonprofits
Strategic Support Beyond the Books
As your nonprofit grows, so do your financial responsibilities. Our CFO Services provide ongoing accounting, budgeting, grant reporting & strategic insight—so your team can stay focused on impact, not spreadsheets.
What’s Included
Core Monthly Accounting
Includes all the support from our Accounting Foundations tier:
- Monthly bookkeeping
- Reconciliations
- Internal financial reports
- Form 990 preparation
Plus Strategic CFO Services:
- Budgeting & Planning: Build your annual budget with confidence, including forecasts by program, fund or grant.
- Grant Management & Reporting: We track restricted funds, prepare custom reports & help you stay aligned with funder expectations.
- Federal Grant Accounting: We handle compliance with 2 CFR Part 200 (Uniform Guidance) and Single Audit readiness.
- Cash Flow Forecasting: Plan ahead with clear projections of income, expenses & reserves.
- Board-Ready Financials: We produce clean, visual reports & attend board meetings when needed.
- Audit Coordination: We prepare supporting schedules, gather documentation & work directly with your auditor.
Who This Is For
CFO Services are a strong fit if your nonprofit:
- Manages multiple programs or funding streams
- Receives federal or multi-year grants
- Reports regularly to boards, donors or foundations
- Is growing quickly and needs financial leadership
- Wants to make confident, data-informed decisions
What You’ll Gain
- Clearer visibility into financial health
- Fewer errors in tracking grants or expenses
- Less stress around deadlines & audits
- Stronger presentations to boards & funders
- More time to focus on your mission
FAQs
CFO Services
What’s the difference between this and basic bookkeeping?
CFO Services include all our bookkeeping tasks, plus financial strategy—budgeting, forecasting, grant management, and audit coordination.
Can you attend board or finance committee meetings?
Yes. We can help you prepare reports and join meetings to explain numbers or answer questions.
Do you work with federal grants?
Absolutely. We support compliance with 2 CFR Part 200 and help you prepare for Single Audits or reimbursement submissions.
How do we get started with CFO support?
We’ll start with a discovery call to learn about your needs, then set up systems that work with your current processes and team.
Do you replace the need for a staff CFO?
Yes—in most cases. Many of our clients don’t need a full-time CFO, but still need the oversight. We give you the strategy without the full-time salary.
Client Story
“We started out doing our own books but kept running into questions. Having an expert to call—even just once a month—made all the difference. We’re still in-house, but we’re no longer in the dark.”