Service
Fractional CFO
Senior financial leadership for your organization, on a part-time basis. A fractional CFO gives your executive director and board an experienced financial partner — overseeing operations, interpreting the numbers and preparing the organization for year-end.
What's included
Financial operations & reporting oversight
Oversight of day-to-day financial operations and the reports your leadership relies on, so issues are caught early.
Management reporting & decision support
Clear, timely reports that explain what the numbers mean and support budgeting and program decisions.
Treasury and payment process review
A review of how cash is managed and how payments are approved and released, with practical improvements.
Year-end readiness & auditor coordination
Preparing records and schedules ahead of year-end and acting as the point of contact for your external auditor.
Is this right for you?
This service is a good fit when:
- Your organization has grown beyond what volunteers or a part-time bookkeeper can oversee
- Your board wants clearer financial reporting and more confidence in the numbers
- You're preparing for an audit or review and want to be ready
- You need financial leadership but not a full-time executive salary
What you receive
Typical deliverables, confirmed in your engagement agreement:
- Regular management reports for leadership and the board
- A year-end readiness plan and supporting schedules
- Recommendations on treasury and payment processes
- An agreed scope and cadence of ongoing support