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 require a full-time CFO. Growth-stage nonprofits, smaller government agencies, and organizations navigating leadership transitions need the expertise without the permanent overhead. Fractional engagement delivers exactly that, 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.
CFO & Controller Services
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. Every engagement is designed to make your team stronger — and us unnecessary.
Operations & Financial Integration
Our operations expertise is not theoretical. Every capability listed here comes from managing real operations at scale — retail floors, government departments, nonprofit organizations, and corporate entities.
Operational Process Optimization
We analyze your current workflows, identify bottlenecks, and redesign processes collaboratively with the people who use them. Our team has managed retail operations exceeding 225,000 square feet with annual sales over $88 million — restructuring shifts to improve productivity, redesigning inventory processes to reduce shrinkage, and optimizing back office operations. We have recovered $460,000 of a $1.7 million inventory loss through systematic operational report analysis and staff training.
Digital Transformation and System Utilization
We have led digital transformation for more than ten organizations, transitioning them from manual to automated operations. We identify workflow solutions within existing systems, train teams to maximize capabilities they already have, and eliminate unnecessary external platform dependencies. We have transitioned over 40 clients from manual to electronic processing and maximized underutilized enterprise systems to accelerate operational cycles.
Cross-Departmental Coordination
We connect departments that have been operating independently. Our team has coordinated operations across multiple government departments managing $13 million in federal grants, worked across divisions including state law enforcement agencies to ensure regulatory compliance, and collaborated with leadership at every level — from city councils and federal agencies to insurance subsidiary CFOs and nonprofit board members.
Change Management and Team Development
We have supervised over 300 employees during a major retail facility expansion, minimizing disruption to sales and morale. We have managed operational transitions during crisis situations including natural disaster response requiring multi-state employee absorption. We have reduced customer complaints and doubled employee engagement scores within 30 days by restructuring how front-line teams operate.
Financial & Operational Systems Integration
We connect the systems that should be talking to each other but aren't. Inventory reconciled to the general ledger. Sales data flowing into financial forecasting. Finance and operations working from the same reality. We bridge the gap between financial platforms and operational systems so your data tells one consistent story.
Organizational Scaling & Process Design
What works at one million in revenue breaks at three million. What works with ten employees strains at fifty. We redesign operational processes for organizations that have outgrown their current structure — building the systems, workflows, and capacity needed to sustain the next stage of growth without the friction that comes from scaling without a plan.
Grant Compliance & Federal Funding
Federal grant compliance requires specialized knowledge that most organizations cannot maintain internally. We serve as your outsourced grant accounting function — performing the actual compliance work, not just advising on what you should do.
2 CFR Part 200 Compliance
We implement Uniform Guidance requirements, determine allowable costs, and monitor compliance for all federal awards. We ensure your organization meets federal requirements without audit findings.
Cost Allocation Plans
We develop indirect cost rates, design allocation methodologies, and support negotiated rate agreements. We optimize your cost recovery while maintaining compliance.
Single Audit Support
We prepare Schedules of Federal Expenditures, coordinate audits, and remediate findings. We manage the single audit process and ensure clean opinions.
Grant Accounting
We manage ongoing grant finances, submit draw requests, prepare financial reports, and complete close-out procedures. We handle the day-to-day compliance requirements so your team can focus on program delivery.
Subrecipient Monitoring
We ensure pass-through entity compliance, assess subrecipient risk, and design monitoring programs. We help you meet your responsibilities as a grantor.
Multi-Entity & Pooled Funding
We coordinate grant compliance across multiple organizations that pool resources or share funding streams. We manage pass-through relationships, design subrecipient monitoring programs, assess subrecipient risk, and ensure each entity meets its obligations to funders — whether as a primary recipient, fiscal agent, or subrecipient. This is a non-attest consulting service.
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