CFO Services For Non-profit Organizations
Every dollar counts when you’re trying to make a difference. CFO & Co. helps non-profits safeguard assets, beat their budgets, and ensure financial sustainability – so you can focus on your mission.
Strategic Financial Guidance for Non-profits
We understand the delicate balance between compliance, donor expectations, and program delivery. Our virtual CFO services lower your fiduciary exposure to donors and grantors by keeping your books clean and in compliance.
How we help you:

Financial reports by operating unit

Manage budgets across programs

Improve audit readiness & compliance

Forecast cash flow for sustainable growth

Automate processes & reduce manual data manipulation
Why Non-profits Trust CFO & Co.
Non-profit doesn’t mean no profit. Our team has worked with foundations, charities, religious organizations and community groups all over the country – helping them make more and lower their fiduciary risk.
What makes us different:
We understand your mission.
We shield your directors and officers from fiduciary liability to donors and grantors by using fund accounting to protect restricted from unrestricted assets.
We make you more profitable
We give you better numbers than you’ve ever seen before and show you where in your numbers you can make more money without you having to become an accountant to understand it.
We automate your financial processes
We make integration of your operating and accounting software platforms work smoothly, which eliminates costly manual manipulation of data by your bookkeeper and gets revenue and expense transactions to the right GL account and fund.
Make budgets easy
We give you simple budget templates for each operating unit and automatically roll them into a consolidated budget. No more spending months on next year’s budget or re-forecasting the current year’s budget.
Besides non-profits, we help startups, real estate companies and established businesses make more money and lower risk. Browse our other CFO services.
Virtual CFO Services That That Return 10X Our Fees To Your Bottom Line
Our fractional CFO model gives you just the amount of senior non-profit financial leadership you need to turnaround losses and make more money.
FAQs
How can a virtual CFO help my non-profit?
A virtual CFO makes sure you follow nonprofit accounting rules, manages budgets for programs and grants, gives smart advice to your board, and creates systems that keep your finances stable. We help you show donors you’re using their money wisely while helping you make good decisions that increase your impact.
What makes CFO & Co different from other non-profit consultants?
We combine deep nonprofit know-how with affordable support that fits your organization, serves your mission and protects you from D&O liability. Our financial processes fit organizations with small donor funds to multi-million-dollar government grants.
Do you work with small non-profits or only large organizations?
Both. We work with nonprofits of all sizes – from small community groups to big foundations. Whether your budget is $100K or $10M per year, our services fit what you need and can afford.
How do you help with grant management and reporting?
We create reports to track grant spending and other reports grantors, agencies, and auditors demand. Compliance with donor and grant restrictions is tight and nothing falls through the cracks.
What is fund accounting and why does my non-profit need it?
Fund accounting separates the books for restricted and unrestricted funds. This prevents commingling of funds which violate donor and grantor restrictions. Financial reports are easier to understand because they report results for unrestricted operating units and each restricted fund separately. Contact us to learn how we can make your finances stronger.