Fractional CFO Services
Embedded financial leadership for nonprofits and mission-driven organizations ($1M–$10M budgets).
As your fractional CFO, I work alongside your leadership team and board to strengthen financial decision-making, improve sustainability, and make the numbers usable, not just “accurate.”
What I do: lead the financial strategy, guide the system, and oversee the people doing the day-to-day work.
What I don’t do: bookkeeping, AP processing, payroll processing, data entry, or cleanups.
What's Included
Strategic Financial Leadership
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Financial strategy with the executive director/leadership
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Risk identification + decision support
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Financial “translation” for non-financial stakeholders
Budgeting, Forecasting & Modeling
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Annual budget management
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Multi-year forecasting
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Scenario planning (funding shifts, growth, program expansion)
Board & Finance Committee Support
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Board-ready reporting
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Presentations and meeting support
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Confidence-building for governance conversations
Cash Flow & Sustainability
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Cash forecasting + runway planning
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Reserve strategy
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Funding mix insights (restricted/unrestricted)
Oversight of Accounting Function
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Oversight of internal staff or outsourced bookkeeping
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Close process improvements
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Reporting quality control (so leadership can trust the story)
Audit Leadership
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Management of the audit process
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Prep support + coordination
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Audit question management and follow-through
Engagement Options
Option A:
6-Month Partnership
Includes the Financial Clarity Assessment & Strategic Alignment as a separate engagement at the start.
Option B:
12-Month Partnership
Assessment is included as part of the partnership.
At the end of the initial term, we’ll hold a review meeting to confirm scope and priorities. If no changes are made, the partnership continues month-to-month at the current rate.
Financial Clarity Assessment & Strategic Alignment
This is the “get the whole picture” phase, so we’re not guessing, reacting, or inheriting old chaos.
What Happens
Financial infrastructure + reporting review
Funding structure review (restricted/unrestricted)
Budget and forecast assessment
Cash flow and sustainability analysis
Audit history and readiness scan
Leadership alignment meeting + priority roadmap
