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Strategic Partner (Fractional CFO)

This package offers the expertise of a Chief Financial Officer on a fractional basis. It’s designed for nonprofit leaders who want a dedicated partner to help them make critical, data-driven decisions and steer the organization toward its long-term goals.

Services can include:

• Monthly review of accounts, reports, and grant balances
• Ongoing review of financial performance against budget and board-level metrics
• Monthly strategic meeting covering performance, cash flow forecast, and goals
• Financial modeling and scenario planning – new programs, funding losses, staffing changes
• Program-level cost analysis: what each program actually costs to run, including allocated overhead
• Grant budget development and funder reporting support
• Direct access to me, not a junior associate

Anticipated Price: $3,500 – $7,000+ per month [Schedule a call]

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The Financial Systems Sprint

Fixed scope. Fixed timeline. Priced per engagement after a scoping call – typically $4,200–$12,000 depending on the state of your books and the number of restricted funds. Larger organizations and multi-entity structures are scoped separately.

A complete rebuild of your nonprofit’s books: chart of accounts mapped to your Form 990, functional expense allocation that holds up under audit, class and grant tracking structured so restricted funds are actually traceable, and clean, board-ready reporting when it’s done.

For organizations whose bookkeeping was set up by someone who meant well and didn’t know nonprofit accounting.

[DURATION – per client] · [PRICE – per complexity] [Let’s talk about it →]

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CFO Office Hours

Monthly advisory calls for EDs who need a financial thinking partner, not a full-time hire. Bring the cash flow question, the grant budget, the board packet you’re not sure about.

$150 per 1 hour call/month [Introductory call→]

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Strategic Advancement Initiative

Facilitated strategic planning for nonprofit boards and leadership teams – run by someone who reads the financials and the room.

Most strategic plans fail because the vision and the budget were built in separate meetings. This one puts them at the same table. Four engagement tiers depending on organization size and scope.

$3,500 – $12,000+ [Introduce yourself and I’ll send more information→]

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ED Leadership Cohort

A peer group for executive directors carrying financial responsibility without financial training. Small, confidential, and practical. Do you have a group looking for a facilitator, or would you like to join a facilitated group of peers? Typically set up as 8-week cohorts, with no more than 8 participants at the table.

[$400/person/ cohort] [Schedule a call to learn more →]

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Additional Service Offerings

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