Fractional CFO Services for Nonprofit Organizations
Whether you need interim or long-term services, we are here to support the efficient growth of your mission.
Fractional CFO Services
Have the long-term support your organization needs to achieve your mission. We offer comprehensive services to meet your unique needs, no matter the size of your organization.
Fractional CFO services are available in 12-month increments.
Interim CFO Services
Get interim CFO during organizational transitions. We assist in reviewing your financial policies and procedures, supporting accounting needs, and more.
Interim services available in six-month increments to give you maximum flexibility in managing your organization’s needs.
What We Do
✔ Monthly Financial Packets
Get the capability to provide your board and leadership team with a monthly financial packet that includes comparative financial statements, bank and credit card statements/reconciliations, monthly payroll reports, and other client-specific reporting needs to facilitate transparency and good governance.
✔ Financial Team Coordination
We coordinate with internal bookkeeping or accounting staff to process monthly financial activity and prepare financial statements.
✔ Financial Analysis, Forecasting, and Strategic Support
Get the financial analysis and forecasts for your leadership team and board to accurately inform your strategic and operational discussions.
✔ Technology Implementation
Improve the efficiency and accuracy of transaction posting and facilitate proper segregation of financial duties and good governance. We deliver expert guidance in incorporating affordable technologies (e.g. Bill.com, Divvy, Gusto, etc.) into your accounting procedures.
✔ Policies & Procedures
We review your organization’s financial policies and procedures and suggest process and system improvements, as needed.
✔ RFP Assistance
Get Request for Proposals support for investment advisory services (endowments), audit and tax services, insurance brokers, employee benefits, and more.
✔ Budget Preparation
Don’t feel alone in developing your annual budget. We prepare or review annual budgets in collaboration with key leaders and board members.
✔ Cost Allocations and Reporting
We help you allocate operating and payroll-related expenses to various grants, funders, or activities to facilitate management reports, funder reporting, and/or funder invoices.
✔ Transaction Processing
Ensure consistent and accurate coding of transactions posted to the organization’s accounting system with ongoing reviews of your monthly revenue and expense activity.
✔ Payroll Processing and Tax Filing
We ensure your organization delivers timely and accurate submission of periodic payrolls and payroll tax filings.
✔ Audit and Tax Return Liaison and Support
We can serve as your liaison with your audit/tax CPA firm. We prepare all required schedules for your organization’s annual audit process and tax return filings (990PF and 990T), which includes making quarterly and annual state and IRS tax filings on a timely basis.
✔ Board/Committee Presentations
As your accounting partner, we can present financial reports to committees, boards, and other key stakeholder groups
Build a solid financial foundation for your organization.
You don’t have to navigate accounting and financial management on your own. Complete the form to schedule an introductory call and learn how Nonprofit Consulting Services can help you refocus on what matters most: your mission.