Virtual Finance Office for Non profits
- You are a growing nonprofit or charitable organization that now needs professional financial advice but can't yet afford a full-time CFO or controller.
- You are an existing nonprofit that's looking to replace an existing CFO and don't need an on-site CFO on a daily basis.
We provide three distinct service tiers, accompanied by a range of optional a-la-carte offerings that enable you to customize your package and pay only for the specific services you require
1 - Virtual CFO Services
At our Virtual CFO service, we provide you with a team of remote Accountant and CPA who work with you to guide your nonprofit towards success. We provide you with a dedicated project manager who serves as a single point of contact for all your financial needs. This enhances efficiency in terms of time, money, and management, allowing you to focus on your mission.
If you're a growing nonprofit organization that requires professional financial advice, but cannot afford a full-time CFO or controller, our Virtual CFO services are a perfect fit for you. We offer a cost-effective solution that provides you with the strategic support you need to achieve your financial objectives.
With our Virtual CFO services, you can expect to receive a wide range of services including bank relationship management, weekly meetings, forecasting, organizational KPIs, and much more. Our services are tailored to meet your specific needs and are designed to provide you with the financial expertise you need to succeed.
2 - Controller
Our Controller service partners you with an experienced Controller who works with you to help guide your nonprofit to success. If you’re a growing nonprofit organization business that now needs professional financial advice, but can't afford a full-time Controller, our Controller Services are a perfect fit. Our Controller services provide you with experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting all at the fraction of the cost of a full-time Controller.
3 - Transactional
Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements –including balance sheets, financial comparisons, and more. At this point, we are not just assisting you with tax returns, but also with more strategic planning. We are not just a bookkeeper or accountants. We're experts in laying a solid financial foundation to help your non profit accelerate.
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