Fractional CFO & Controller
Executive-level financial leadership without full-time overhead. Strategic guidance, board reporting, and operational oversight scaled to your organization's needs and budget.
Strategic Leadership, Flexible Engagement
Executive financial leadership doesn't always align with the budget for a full-time CFO. Growth-stage nonprofits, smaller government agencies, and organizations navigating leadership transitions all face these moments. Fractional engagement delivers that expertise—scaled to your organization's needs.
We serve as your CFO or Controller on a part-time, ongoing basis, attending board meetings, managing audits, overseeing financial operations, and providing the strategic insight that drives organizational success. Engagement levels scale from a few hours monthly to multiple days per week based on your requirements.
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Strategic Financial Planning
We provide long-range financial planning, scenario modeling, and strategic analysis that informs board-level decision-making. We help you see around corners and plan for multiple futures.
Board & Committee Support
We handle finance committee preparation, board presentation development, and ongoing governance support. We ensure your board has the information they need to fulfill their fiduciary responsibilities.
Audit Management
We coordinate external audits, assess internal controls, and remediate findings. We manage the audit relationship and ensure clean opinions without surprises.
Budget Development
We create annual budgets, coordinate across departments, and perform ongoing variance analysis. We build budgets that reflect strategic priorities and provide meaningful operational guidance.
Cash Management
We forecast cash flow, monitor liquidity, and optimize working capital. We ensure your organization maintains adequate reserves, while meeting operational needs.
Team Development
We mentor finance staff, improve processes, and build organizational capacity. We strengthen your internal team's capabilities while providing oversight and guidance.
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Crisis Intervention & Rapid Response
We provide emergency financial leadership when controllers depart or audits reveal material weaknesses.
Find out more →Financial Transformation & ERP Systems
We deliver system implementations, ERP migrations, and process redesign that modernize financial operations.
Find out more →Grant Compliance & Optimization
We perform federal grant accounting, ensure 2 CFR Part 200 compliance, and develop cost allocation methodologies.
Find out more →Data Science & Analytics
We transform financial data into strategic intelligence with predictive modeling and dashboard development.
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