CFO Services for Non Profit Organizations

Financial & Budget Planning

Clear, structured financial systems that support smart decisions and long-term sustainability.

  • Annual budget development that tells your organization’s story

  • Financial reports and analysis that are clear, accurate, and board-ready

  • Cash flow forecasting and mid-year projections

  • Audit, review, or compilation readiness: organized, efficient, and time-saving

  • Grant budget development and financial tracking

Leadership & Decision Support

A thought partner for Executive Directors and leadership teams.

  • Budget and financial management coaching

  • Support for strategic and operational decision-making

  • Scenario planning and financial modeling

  • Guidance on financial policies, systems, and internal controls

  • Support with hiring finance staff, including resume review and interview participation

How I work with clients:
My approach blends CFO-level financial management with
education and coaching, so you don’t just receive reports,
you understand them and can use them to lead effectively.

I help organizations:

  • Build confidence in their financials

  • Reduce stress around financial management

  • Create systems that are sustainable and easy to maintain

  • Free up leadership time to focus on mission and impact

Who I Work Best With

  • Nonprofits without a full-time CFO

  • Organizations experiencing growth or change

  • Executive Directors who want clearer financial insight

  • Boards looking to strengthen financial oversight

Let’s Talk

Every organization is different.
Services are flexible - monthly or project-based -designed to meet you where you are and support your next steps.

Let’s connect to talk about what would be most helpful for your organization.

Practical financial leadership so you can focus on your mission with clarity and confidence.

Outsourced CFO services provide the financial insight, structure, and support your organization needs without the cost of a full-time hire.
I work alongside Executive Directors, Boards, and staff to strengthen financial systems, improve decision-making, and build long-term sustainability.

Keep a vigilant eye on systems, policies & procedures to consistently navigate your organization towards financial sustainability.

Artist: Sage Roscoe, 2024

Board & Organizational Support

Stronger financial understanding → stronger governance.

  • Monthly or quarterly financial presentations to the Board

  • Development of clear, user-friendly financial reports

  • EmpowerBoard workshops to build financial confidence and oversight