Does This Sound Familiar?

Your organization needs CFO-level financial leadership—board reporting, cash flow management, strategic planning—but a full-time executive means significant salary, benefits, and payroll tax commitments. Fractional engagement gives you the expertise when you need it, at a cost that makes sense.

Or your controller just resigned, and you need experienced oversight while searching for a replacement.

What We Deliver

Monthly Close Oversight

Timely, accurate financial statements that satisfy board requirements and funder reporting deadlines.

Board & Committee Reporting

Financial presentations that translate complex data into actionable insights for governance decision-making.

Cash Flow Management

Forecasting, draw optimization, and liquidity planning that prevents operational disruption.

Budget Development

Operating budgets, grant budgets, and multi-year projections aligned with strategic priorities.

Financial Policy Development

Documented policies and procedures that satisfy audit requirements and establish internal controls.

Strategic Financial Planning

Long-range financial modeling that supports capital campaigns, expansion, and sustainability planning.

Ready to Discuss Your Situation?

Initial consultation examines specific requirements, current capabilities, and engagement scope.

Schedule Consultation