Fractional CFO & Non-Profit Accounting Support
Strengthen your mission with strategic financial leadership
Our fractional CFO, Controller, and accounting services help non-profits gain clearer financial visibility, strengthen stewardship, and make confident decisions that support long-term mission impact.
Non-Profit Financial Services
We understand the financial complexities non-profits face — from restricted funding and grant compliance to board reporting and cash flow uncertainty. Our team helps organizations build stronger financial systems that support transparency, accountability and long-term sustainability.
We also help organizations modernize finance operations by standardizing processes, improving workflow efficiency and implementing technology that reduces administrative burden and supports better decision-making.
We tailor our support to meet the unique needs of the non-profit sector including:
Grant and Fund Tracking with Transparency
We’ll set up systems to track restricted vs. unrestricted funds, manage grant budgets and report accurately to donors and funders.
Cash Flow Management for Program Stability
We’ll forecast cash across grants, fundraising cycles and program spend—helping you avoid disruptions and maintain services.
Board-Ready Financials and Reporting
We’ll prepare clear, digestible financial reports for board meetings, stakeholder updates and annual reviews—building confidence in fiscal stewardship.
Audit-Ready Documentation and Compliance
We’ll manage your financial documentation, ensure GAAP compliance and coordinate with external auditors to streamline your audit process.
Budgeting and Forecasting by Program or Initiative
We’ll help develop budgets that align with strategic goals, track spending against mission-critical initiatives and manage fund allocation with precision.
Scalable Support That Respects Your Budget
Our fractional model ensures that you can get high-quality financial guidance without the pricey overhead of a full-time finance team.
Finance Workflow Modernization
We help non-profits transition from paper-heavy and manual finance processes to streamlined digital workflows — improving efficiency, strengthening controls and reducing administrative burden for internal teams.
Financial services built for non-profit organizations:
Finance and Accounting
- Fund accounting and program-based budgeting
- Restricted vs. unrestricted fund tracking
- Grant budgeting, spend tracking and reporting
- Donation and pledge reconciliation
- Cash flow forecasting
- Financial statement preparation for boards and auditors
- Monthly close and variance analysis by program or fund
- Finance process standardization and workflow optimization
Strategic and Project-Based Support
- Audit prep and liaison with external CPAs
- Financial reporting for grantors, donors and foundations
- Budgeting support for annual planning and fundraising goals
- Accounting system implementation and workflow optimization for programs like QuickBooks, Blackbaud, Sage, Intacct, Bloomerang and more
- Financial policies, internal controls and governance advisory
- Scenario modeling for new initiatives or restricted gifts
Start with a free financial review.
During our consultation, we’ll review your organization’s financial challenges, reporting needs and operational goals to determine how we can best support your mission.
Book your consultation.

Prefer to talk now? Call us for a consultation: +1 289-203-0515
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Your mission becomes our mission.
Our women-owned and operated finance firm works alongside your leadership team to provide practical, hands-on support tailored to your organization’s needs. Whether you need ongoing financial leadership, support through a transition or help strengthening your reporting processes, we become a true extension of your team.
30+
Years of experience
40+
CPAs in-house
200+
Non-profits & clients helped
