Not all accounting is created equal and nonprofit finance and compliance require special expertise. We have that expertise in a team of seasoned professionals with decades of experience. We believe a high-functioning finance team should deliver both impressive audits and easily understandable information needed to make the best possible decisions about your organization’s resources.

Finance, Accounting and Compliance Services Include:

  • Budgeting & Forecasting
  • Compliance Reporting
  • Implementation and Maintenance of Accounting Software
  • Cash Flow Projections
  • Procurement (process and selection)
  • Payroll Processing and Administration
  • Accounts Payable
  • Accounts Receivable
  • Federal and State Tax Filings
  • Accounts Reconciliation (monthly, quarterly and annually)
  • Employee Benefit Plans
  • Monitoring of Internal Controls
  • Fiscal Reporting for your Board of Directors

We offer a full library of policies, forms, internal controls procedures, and procurement information that has been vetted by independent and public auditors. Whether you are starting from scratch or have established accounting practices and need additional capacity, our services help you achieve the highest standards of fiscal stewardship. Nonprofits hire us for a variety of reasons: from filling staffing gaps to completely overhauling and restructuring their finance systems. What they get is very affordable support from a top nonprofit CFO and his team for as little as $1,500/month. Unlike many pricier accounting firms, we know firsthand how to deal with nonprofit cashflow challenges, questioning Boards, and picky government funders.

Finance, Accounting & Compliance Frequently Asked Questions

Organizations hire us for a variety of reasons. The most common examples are:

  • The organization needs top-notch financial oversight by an expert in both nonprofit accounting and government reporting and compliance but cannot afford a full-time CFO.
  • Organizations that are experiencing rapid growth in funding and programs and discover they have “out grown” their existing accounting solutions.
  • Foundations or other funders require organizations with insufficient audit track records to engage us in order to receive funding.
  • Boards of directors or executive leadership in an organization have reason to believe a fiscal overhaul is needed and improved systems put in place.
  • Organizations at risk of dissolution or insolvency look to us to help manage restructuring.

No. Our financial services team has experience across a range of accounting products. If your organization does not currently have a solution that works for you, we can recommend an appropriate and cost-effective option and help you implement it.

Yes. Not only can we assist on a short-term or longer-term basis, but once you hire new finance staff, we will help with any training or transition support you need for a smooth handover.

Yes. This type of engagement is actually not unusual, particularly with an organization that is experiencing growth or other changes impacting finance practices and scope. Our services are never an “all or nothing” proposition. We are happy to provide only the level of support that your team actually needs.

Yes. We can always handle payroll, including all required reporting. In some cases, we have also extended employee benefits to small organizations that would otherwise be unable to competitively procure them.

We estimate the cost of our services based on a shared understanding of the scope of work requested, the average estimated number of hours we expect will be needed per month, and the level of expertise required. Some contracts are for as little as $1,500 per month for nonprofits that have some internal finance staff but that need CFO-level oversight of key areas.