What are My Options?
Running a nonprofit or social impact organization is hard.
Complicated finance and accounting shouldn't make it harder.
We simplify financial management so you can focus on driving your mission forward.
We do that by offering three types of services:
Controller - Build a solid financial foundation for your organization. Clean financials and good policies will save you headaches down the line and give you clarity now.
Financial Planning & Analysis (FP&A) - Plan for your organization’s future with confidence. Our custom forecasts and cash flow planning help you make informed financial decisions.
CFO Projects - Every growing organization has different needs. We have experienced finance leaders who can help whether it's managing your board, supporting your annual audit, reviewing your tax filing or integrating new financial tools.
Step 1: Choose Controller and/or FP&A service
Controller
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Oversee monthly close to ensure accurate & timely financials
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Oversee bookkeeper
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Monthly review meeting
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Monthly reporting (including actual to budget, etc)
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Review, establish & maintain financial policies & procedures
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Review & implement chart of account changes to help make financials more digestible
AND /
OR
Financial Planning & Analysis (FP&A)
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Develop custom 1-3 year forecast for your organization
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Forecast will include P&L, Balance Sheet & Cash Flow Statement
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Cash flow planning
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Ownership of annual budget process
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Ad hoc analysis for decision support (pricing, unit economics, expenses)
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Monthly review meeting
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Monthly reporting (including actual to budget, etc)
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Prep grant budgets
Step 2: Add CFO Projects, as needed (optional)
CFO
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Overall financial strategy
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Board support
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Assistance raising money
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Audit & review support
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Cap table management
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Financial compliance/oversight
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Compensation structure
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Tax-related support (help navigating sales tax, credits, filings w/external partners)
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Integration of financial systems (billing platform, credit cards, expense platform, etc)