solutions

FRACTIONAL CFO

Ongoing strategic partnership. Monthly financial review, cash flow forecasting, board and finance committee reporting, budget development, and a standing seat at the table when you're making decisions with financial consequences.

Best for: organizations with a bookkeeper in place who need strategy and oversight.

Grant & Compliance Support

Budget development for proposals, restricted fund tracking, grantor reporting, indirect cost rate documentation, and Uniform Guidance compliance for federally funded organizations.

Best for: organizations where grant revenue is growing faster than the systems tracking it.

Audit Readiness

Year-round preparation, not a fire drill. Reconciliation review, schedule preparation, documentation systems, and acting as your point of contact with the audit firm.

Best for: organizations approaching their first audit, or coming off a difficult one.

Board & Finance Committee Support

Financial statements your board can actually read, dashboards that surface what matters, and — if it's useful — attending meetings to answer questions directly so your ED doesn't have to translate.

Best for: boards that want more financial visibility than they're currently getting.

Project Work

Chart of accounts redesign. Functional expense allocation methodology. Reserve policy development. Financial policies and internal controls. Interim coverage during a finance staff transition.