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Let us worry about
the finances.

You drive your mission forward.

Financial planning & CFO support for nonprofits and social entrepreneurs.

What to expect


During onboarding, we'll review your chart of accounts & accounting processes.

We'll make suggestions that will make it easier to draw insights from your financial data. Then we'll work with your bookkeeper or CPA to make any changes.


We'll work with you to understand the key levers of your business then build a forecast centered around them.

This will show you how much cash you're projected to have over the next 12+ months. We'll update this as your business changes.


You'll have access to custom reports built for your business. We'll focus on measuring the key levers of your business.

These will help us draw insights out of past results & the forecast to help you feel confident making key decisions for your business.

"I have first hand experience with Stephen over at MoneyPath. As an entrepreneur, investor and operator I can’t recommend them enough. They provide clarity and CFO quality guidance. Engage with MoneyPath without hesitation. Your business will thank you."

Josh Rhodes


Stephen Newland, CMA

Over the past 14 years, Stephen has worked in finance roles at a variety of organizations including nonprofits, startups, early-stage companies, and Fortune 500.


He has experience in a variety of industries including fintech, financial literacy, foster care, healthcare, professional services, e-commerce, SaaS, construction, real estate, biotech & media.

He believes in making finance simple & actionable so the insights can be used to make business decisions. 

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