Services to Support Your Growth and Financial Leadership
1. Accounting & Bookkeeping
Strong Financial Foundations for Growing Organizations
Best for organizations with $250K–$1M in revenue or preparing for higher-level financial management.
When your organization needs clean books, compliance, and reliable reporting, this package provides the structure required to build confidence in your financial data.
With monthly close, reconciliations, donor and grant tracking (for nonprofits), financial statement packages with video walkthroughs, and ongoing review meetings, your numbers become organized, accurate, and easy to understand. AP/AR support, 1099 preparation, and audit assistance ensure compliance and reduce risk.
This is where financial clarity begins—so you’re prepared for growth, funding conversations, and future CFO-level strategy.
2. CFO Lite
Consistent Reporting, Budgeting, and Strategic Insight
Best for organizations with $500K–$1.5M in revenue or experiencing early financial complexity.
As your organization grows, clean books alone are no longer enough. You need insight, structure, and consistent financial visibility.
CFO Lite builds on your accounting foundation with enhanced reporting, dashboard insights, budget creation support, budget-to-actual tracking, and monthly cash and reserves analysis. Audit and grant cycle support are included as needed, along with the option to scale into full Fractional CFO services when complexity increases.
You gain clearer performance visibility, stronger budget accountability, and the confidence to make informed decisions without overextending your internal team.
3. Fractional CFO
Strategic Financial Leadership for Scaling Organizations
Best for nonprofits and service-based businesses with $1M–$5M+ in revenue or entering a growth phase.
At this stage, your organization requires true financial leadership—not just reporting. Fractional CFO services provide structured oversight, forecasting, board-ready reporting, and strategic planning aligned with your long-term goals.
With consistent strategic guidance and proactive financial oversight, your leadership team operates with clarity, preparedness, and confidence—whether presenting to a board, pursuing funding, or planning expansion.
Not Sure Which Level of Support Is Right?
Get started with a call to confirm the level of financial leadership that matches your organization’s size, complexity, and growth stage.
Fractional CFO
Best if you require forward-looking strategy, board-level reporting, and ongoing financial leadership.-
Accurate, audit-ready financials
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Consistent monthly financial clarity
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Organized payables & receivables
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Compliance & required filings handled
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Grant & restricted fund clarity
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Strategic budgeting & performance tracking
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Cash flow & reserve visibility
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Reporting dashboards & insights
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Advanced cash & board reporting
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Growth forecasting & funding strategy
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Board-level financial presence
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Annual Form 990: Included
CFO Lite
Best if you need budgeting, structured cash visibility, and stronger financial insight.-
Accurate, audit-ready financials
-
Consistent monthly financial clarity
-
Organized payables & receivables
-
Compliance & required filings handled
-
Grant & restricted fund clarity
-
Strategic budgeting & performance tracking
-
Cash flow & reserve visibility
-
Reporting dashboards & insights
-
Advanced cash & board reporting
-
Growth forecasting & funding strategy
-
Board-level financial presence
-
Annual Form 990: Discounted
Accounting & Bookkeeping
Best if your priority is clean books, compliance, and reliable reporting.-
Accurate, audit-ready financials
-
Consistent monthly financial clarity
-
Organized payables & receivables
-
Compliance & required filings handled
-
Grant & restricted fund clarity
-
Strategic budgeting & performance tracking
-
Cash flow & reserve visibility
-
Reporting dashboards & insights
-
Advanced cash & board reporting
-
Growth forecasting & funding strategy
-
Board-level financial presence
-
Annual Form 990: Add-on
Frequently Asked Questions
If your books are clean but you still lack clarity around budgeting, forecasting, cash flow, or strategic planning, it may be time for CFO-level support. Bookkeeping tracks what happened. CFO services help you decide what to do next. The right level of support depends on your revenue, complexity, and growth goals.
Support is designed for nonprofits and service-based businesses ranging from approximately $250K to $5M+ in annual revenue. Most clients have outgrown basic bookkeeping and need stronger reporting, financial visibility, and forward-looking strategy.
Your existing CPA remains an important part of your financial team. Clean books, organized reporting, and structured documentation ensure smoother collaboration, fewer surprises at year-end, and more strategic conversations around tax planning and compliance.
That’s more common than most organizations realize. A financial assessment identifies gaps and cleanup needs during onboarding. Once your foundation is structured properly, ongoing support ensures clarity moving forward.
During your consultation, revenue stage, reporting needs, and strategic goals are reviewed to determine the appropriate level of support. The goal is alignment—not overselling or underserving.
Yes. While nonprofit financial management is a core specialty—including grant tracking and fund accounting—the advisory framework also supports service-based businesses that need stronger cash visibility, margin insight, and growth planning.
Support goes beyond transactional bookkeeping. Financial data is translated into clear insight, structured reporting, and proactive strategy—so leadership teams can make confident decisions with visibility and control.
You’ll discuss your current financial structure, challenges, and goals. From there, you’ll receive clarity on the appropriate service tier and next steps to strengthen your financial leadership.
Take the First Step Toward Financial Clarity and Confident Growth
Schedule a consultation to discuss your organization’s goals, financial complexity, and growth plans. Gain clarity on your current position and the structured support needed to move forward with confidence.