Fractional CFO Services

for Nonprofits & Small Businesses

See How CFO Support Works

Strategic financial leadership without the cost of a full-time CFO

Running a nonprofit, startup, or growing small business often means you’re balancing strategy, operations, fundraising, and financial decisions all at once. But you don’t need to navigate these numbers alone.

My Fractional CFO services provide experienced financial leadership on a part-time basis — giving you clarity, confidence, and strategy without the cost of a full-time executive.

If you also need support managing day-to-day bookkeeping, payroll, or monthly reconciliations, explore my Full-Service Accounting packages for a complete financial back-office solution.

⭐ What’s Included in Fractional CFO Services:

  • Budgeting and forecasting tailored to your goals

  • Cash flow management and scenario planning

  • Monthly financial reporting with clear, simple explanations

  • Guidance on grants, fundraising, and sustainability

  • KPI dashboards and performance metrics

  • Strategic analysis for programs, growth, and expansion

  • Board and donor-ready reports

  • A trusted financial sounding board for major decisions

You gain an accessible, approachable financial partner who helps you stay organized, prepared, and in control of your financial future.

Fractional CFO Packages (Monthly)

  • Best for small nonprofits and early-stage organizations.

    Includes:

    • One strategy session per month

    • Monthly budget and cash flow review

    • Clear, easy-to-read financial reports

    • Email + phone support for urgent questions

    • Templates + tools for DIY budgeting

    Perfect if you want reassurance, oversight, and clarity while still managing much of the day-to-day yourself.

  • Ideal for organizations growing or facing increasing financial complexity.

    Includes:

    • Bi-weekly financial review meetings

    • KPI dashboard creation + monitoring

    • Advanced forecasting + scenario planning

    • Support preparing board, grant, or investor reports

    • Systems + process improvements

    • Leadership check-ins for strategic alignment

    If you’re also struggling with workflow bottlenecks, administrative overload, or operational organization, my Fractional Admin & Operations Support service pairs perfectly with this tier.

  • Built for complex organizations needing consistent CFO-level leadership.

    Includes:

    • Weekly CFO involvement

    • Comprehensive financial analysis + board-ready reporting

    • Long-term financial strategy + scenario modeling

    • Oversight of accounting or finance staff

    • Collaboration with auditors, bankers, and partners

    • Grant management and cost allocation guidance

    • Leadership + board meeting participation

    This package provides deep, ongoing financial leadership without the full-time salary.

Want to build financial confidence while learning inside a supportive community?

Check out the Financial Clarity Circle, my membership for founders and nonprofit leaders who want education, templates, and peer support.

Not sure which package is right?

Every engagement is customized. Let’s talk through your goals and find the right fit.

👉 Book Your Finance Clarity Call

FAQ: Fractional CFO Services

  • A fractional CFO provides budgeting, cash flow management, grant strategy, and financial reporting on a part-time basis.

  • If you’ve outgrown basic bookkeeping or need help forecasting, planning, or reporting to your board, it’s time.

  • Bookkeepers track transactions. A CFO helps you plan, analyze, and make strategic decisions.

  • Yes — budgeting, reporting, and funder communication are key components of this service.

  • Yes, all services are fully virtual across the U.S.