We define the goals for your finance and accounting department in relation to the goals of your overall organization. We develop finance and accounting roadmaps for achieving those goals, complete with priorities, steps, and timelines.
We architect your approach to stewardship, including establishing controls for transparency, accuracy, clarity, and timeliness in all your financial management and reporting.
We identify the financial and operational vulnerabilities that your organization faces both externally and internally, and we develop risk mitigation strategies that protect your longevity.
We coach and manage your staff in finance and accounting practices, including record-keeping, statement preparation, audit assistance and tax preparation, accounts payable/receivable management, budgeting, forecasting, and report generation.
We make your nonprofit impeccable with respect to debt management, audit findings, audit preparation, 501(c)(3) obligations, and all regulatory and industry standards.
We take a strategic look at the complexity of your revenue sources, program funding and delivery methods, and growth targets. Then we develop a plan to optimize your profitability while staying true to your mission.
There are times when an interim CFO, Controller, or other financial leader is the right strategic move for your nonprofit and not just a stopgap measure for filling an empty seat.
Here are some scenarios where interim financial leadership would benefit your nonprofit. If one of these describes you, we can help.
If your nonprofit is pivoting its focus, launching a new program, merging with another organization, or preparing for any other transformational event, an interim CFO is your transition guide.
In these cases, we manage and stabilize your financials through all the change and flux.
If your nonprofit is a startup, an interim CFO is your growth accelerator.
In these cases, we establish a lean, modern, mission-focused financial organization from the outset. Then we hand you the reins to an already well-run financial engine.
If your nonprofit is looking for a full-time financial leader, an interim CFO is your model and advisor.
In these cases, we draft qualifications and responsibilities, help with recruiting, and deliver the leadership you can expect from your eventual hire.
If your nonprofit is undertaking a unique or large-scale project, an interim CFO is your risk manager.
In these cases, we provide financial oversight that monitors progress, helps prevent scope creep, and frees permanent staff for their primary duties.
If your nonprofit is moving to a new software platform for financial management, an interim CFO is your project manager.
In these cases, we help direct data archival, quality assurance testing, user acceptance testing, software rollout, and user support.
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