Fractional CFO Services

Best for startups and smaller nonprofits that need strategic oversight but don’t require weekly involvement.

What’s included:

• One strategy session per month (virtual or in-person, depending on location)

• Monthly budget review and cash flow check-up

• Clear, easy-to-read financial reports with explanations

• Phone/email support for urgent questions

• Templates and simple tools for DIY budgeting

Perfect if you want reassurance and professional oversight while you continue handling much of the day-to-day yourself.

Ideal for organizations that are scaling and facing new levels of complexity.

What’s included:

• Bi-weekly financial review meetings with actionable insights

• Creation and monitoring of KPI dashboards tailored to your mission or business goals

• Advanced forecasting and scenario planning (e.g., new funding streams, expansion decisions)

• Support preparing reports for board meetings, donors, or investors

• Guidance on accounting systems and process improvements

• Regular check-ins with leadership to align finances with strategy

Great for organizations that want a true partner helping them navigate growth while staying financially steady.

Designed for larger or complex organizations that need consistent, hands-on financial leadership.

What’s included:

• Weekly CFO-level involvement in strategy and operations

• Comprehensive financial analysis and board-level reporting

• In-depth scenario modeling and long-term strategic planning

• Collaboration with auditors, bankers, and external accountants

• Oversight of accounting teams or staff, ensuring best practices and compliance

• Grant management support, cost allocations, and funding strategy guidance

• Regular presence at leadership/board meetings as your trusted financial voice

This package essentially gives you an outsourced CFO who is deeply embedded in your organization, without the overhead of a full-time hire.