KarmaSuite
What This Partnership Is
KarmaSuite is designed to make managing post-award grants and restricted funds easier, especially in situations where spreadsheets, manual allocations, and compliance concerns can become overwhelming.
I’m your dedicated fractional CFO partner, here to help your organization put the right strategy, structure, and rhythm in place. Together, we'll make KarmaSuite a truly valuable tool that your leadership team genuinely uses to make informed decisions, not just another system that finance simply maintains.
In short: KarmaSuite provides the platform. I provide the CFO leadership that makes it stick.
This is a Great Fit If...
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You manage multiple restricted grants across different programs and time periods, and want one consistent approach for finance and program teams.
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You’re tired of “surprise” underspending or last-minute grant fire drills and want stronger spend-down visibility and accountability.
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You need clearer forecasting of funding gaps and excesses so leadership can plan for growth and changes in funding.
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Your team is doing too much manual work (especially allocations and donor/grant reporting).
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You want program leaders to have better visibility without finance becoming the bottleneck.
What I Provide As Your CFO Partner
Restricted Funds Strategy & Governance
We create a clear restricted-funds operating model: who owns what, what gets reviewed when, and how decisions are made, so compliance and mission stay aligned.
Grant Spend-Down & Compliance Leadership
A monthly cadence to monitor grant health, timing, and risk, focused on proactive action, not end-of-grant scrambling.
Allocation Methodology & Oversight
We set up or refine a defensible allocation approach (shared costs, indirect, personnel) and ensure it stays consistent, auditable, and usable for reporting.
Forecasting & Funding Gap/Excess Planning
We build forecasting that leadership can use to plan: hiring, pacing, program expansion, budget modifications, and sustainability, grounded in real grant and program data.
Donor/Grant Reporting Simplification
We standardize and streamline grant reporting so finance and program teams don’t have to rebuild reports from scratch every cycle.
Leadership + Board Translation
I help you tell the financial story: what’s restricted, what’s not, what’s at risk, and what decisions should happen next, clearly and confidently.
Audit-Ready Grant Operations
I serve as the internal leader of your audit, helping ensure restricted funds documentation, reporting, and processes are consistent and defensible.
What Onboarding Looks Like
Every CFO engagement starts with:
Financial Clarity Assessment & Strategic Alignment
A focused kickoff process to understand your grant structure, reporting needs, decision cadence, and where things break down. Then we build a practical roadmap for the first 90 days.
You leave this phase with:
Clear Priorities
a usable operating cadence (who meets, when, and for what)
the first set of improvements already underway
Engagement Options
6-Month Partnership
Includes the Financial Clarity Assessment & Strategic Alignment at the start.
12-Month Partnership
Assessment is included as part of the partnership.
Includes the Assessment as part of the engagement.
At the end of the initial term, we’ll hold a review meeting. If no changes are made, the partnership continues month-to-month at the current rate.
FAQ
Ready to make grant management feel… less like a haunted spreadsheet?
If KarmaSuite brought you here, the next step is to make it work within your organization’s actual operating rhythm. Share a bit about your grants, reporting needs, and what’s changing. Then we’ll decide if this partnership is the right fit.
