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Notebook and Keyboard

 The long-term goal of every engagement is to increase financial management capacity by building a system that can grow with the nonprofit and transfer ownership of it to their staff. 


We offer full services in three categories. Or select from the a la carte options - pick one or all three.

Full Service

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Fractional CFO

Forward-looking financial management vision and strategy focused on resource and risk management

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Transparent, accurate, timely, and useful financial reporting focused on compliance with funders and GAAP

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Comprehensive Interim Support

We stabilize, clean up, and smoothly transition your finance function back in house 

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a la carte Services

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A holistic review of your finance function with recommendations for improvement and implementation support

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Budget Process Management

We design and lead a collaborative budget process that empowers your team and builds organizational capacity around resource planning

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Software Solutions

We implement cloud-based software solutions that drive efficiency and transparency in your organization's finance function.

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