Fractional CFO & Controller Services for Nonprofits

Every organization is at a different stage of financial maturity, so my services are built to flex with where you are today. Whether you need reliable monthly oversight, a more strategic CFO-level partnership, or help with a one-time project, I offer a package designed to fit your budget and your needs.

Essential Controller

$3,300 flat fee per month ($39,600 Annual Costs)

  • Accounting oversight and reporting: bookkeeping review, monthly bank, investment, and credit card reconciliations, general ledger review, and month-end close

  • Monthly financial statements: Statement of Financial Position, Statement of Activities, Budget-to-Actual report, and Executive Summary 

  • Weekly Executive Director/CEO meetings 

  • Audit readiness review and basic grant tracking 

Strategic CFO

$4,000 flat fee per month ($48,000 Annual Costs)

Everything in Essential Controller, plus:

  • Board-ready financial package: cash flow forecasting, budget-to-actual variance memo, and KPI dashboard, in addition to the Essential Controller statements 

  • Audit coordination, auditor liaison, and PBC schedule preparation 

  • Grant compliance review 

  • Annual budget preparation and budget revision assistance 

Every nonprofit's needs are different, and these packages are a starting point, not a fixed menu. If your organization needs a different mix of services, a different level of involvement, or support that falls between two tiers, I'm happy to build a custom engagement that fits your budget and goals.

All packages assume the client maintains its own QuickBooks Online accounting software, provides source documentation timely, and has existing bookkeeping or administrative support for monthly close. Payroll processing, accounts payable processing, and donor database administration are not included. 

CFO Plus

$4,500 flat fee per month ($54,000 Annual Costs)

Everything in Strategic CFO, plus:

  • Management consultation available Monday through Thursday 

  • Board meeting attendance, presenting monthly financial statements and analysis 

  • Ongoing internal control assessment and process improvement recommendations 

One - Time Projects & Additional Support

One - Time Projects, $150 per hour:

  • Accounting clean-up

  • Chart of accounts restructuring

  • Internal control assessment

  • Other special projects

Additional bookkeeping support, $100 per hour

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Submit the inquiry form to explore how tailored solutions can strengthen your mission-driven objectives and expand measurable community impact.