Nonprofit CFO & Controller Services
Mission-driven work deserves this
The right financial leadership frees you to focus on what matters most
Running a nonprofit means carrying a unique kind of pressure. The mission is everything, the resources are finite, and the financial complexity — grant compliance, fund restrictions, board reporting, government contracts — is anything but simple.
The right CFO or Controller understands all of it. Not just the numbers, but the stakes behind them.
Many nonprofit leaders have never had access to this level of financial expertise. Others have felt what it’s like to have a strong financial partner and know exactly what they’re looking for. Either way, we’re here to help you build the foundation that lets your mission move forward.
CFO Services for Nonprofits
Strategic leadership for mission-driven organizations
A nonprofit CFO or Director of Finance brings strategic leadership to the financial side of your organization, so you can make better decisions, stay ahead of compliance requirements, and focus on your mission.
Grant Reporting & Compliance
Accurate, timely grant reporting that keeps your organization in good standing with funders and meets compliance requirements.
Budget Preparation & Management
Budgets that reflect the reality of your funding landscape and help you plan with confidence.
Cash Flow Projection & Expense Reduction
Forward-looking cash flow analysis and practical strategies for stretching resources further.
Board & Audit Committee Reporting
Clear, board-ready financial reporting that supports strong governance and informed decision-making.
Investment Management & Reporting
Oversight of organizational investments with transparent reporting to leadership and the board.
Risk & Controls Assessment
Evaluation of financial risks and controls, with recommendations that protect the organization and its mission.
Fund & Restriction Tracking
Reporting and tracking of multiple funds and restrictions, keeping your finances organized and audit-ready.
Payout Planning & Audit Coordination
Thoughtful payout planning and hands-on coordination of the audit process from start to finish.
Government Contract Reporting
Specialized reporting and compliance support for organizations working with government funding sources.
Controller Services for Nonprofits
Operational precision that keeps your organization on solid ground
A nonprofit Controller keeps your accounting operations running with precision, your books clean, and your organization in good standing with funders, auditors, and the board.
Bookkeeper & Accountant Oversight
Experienced supervision of your accounting staff, ensuring accuracy and accountability across the team.
Internal Controls
Establishment and ongoing monitoring of the controls that protect your organization and build funder confidence.
Financial Statements & Board Reporting
Regular review of financial statements with your management team and board, presented with clarity and context.
Month-End Close & Journal Entries
A clean, consistent close process that keeps your books current and your team out of the weeds.
Accounts Payable & Receivable
Reliable management of the cash coming in and going out, keeping your operation running smoothly.
Bank Reconciliations
Timely, accurate reconciliations that catch discrepancies early and keep your books trustworthy.
Accounting System Setup & Support
Selection, setup, and ongoing support for the accounting tools that work best for your organization.
Outside Vendor Liaison
Coordination with your CPAs, attorneys, bankers, and other consultants so nothing falls through the cracks.
THE RIGHT MATCH STARTS WITH THE RIGHT PROCESS
Finding the right match takes more than digging through a pile of resumes. It takes finance and accounting experts who know what the work actually requires – people who can read both sides of the equation and recognize fit when they see it. We vet slowly so we can move fast. By the time you reach out, the right people are already in the conversation.
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What our clients say
people behind the numbers
The Leader Who Moves First
Rebecca Alderfer doesn’t wait for the right people to appear — she finds them. Under her leadership, the Colorado Perinatal Care Quality Collaborative became best-in-class at managing complex federal funds, with room now to look past the horizon.
