Install a Controller or Chief Financial Officer at your nonprofit for a season or for the long haul.
Interim Controller and CFO Services
The Power of Executive Financial Leadership
At some point, every nonprofit needs a leader where the literal buck stops.
Here are all the roles that we take on for you as an interim Controller or CFO.
Strategic Financial Planning
Develop a financial roadmap that carries your organization through the long term.
We support your vision by bringing expert forecasting and financial discipline to it. Your plans become fortified with the financial stability to weather inevitable storms and the financial flexibility to launch new programs when opportunities arise.
Financial Reporting and Analysis
Build a culture of data-driven decision making at your nonprofit.
We’ll help you drive continual improvement of your financial operations and promote collaborative reporting among all your teams. The result is insight that everyone trusts and shares, and decisions with more buy-in and speed.
Risk Management
Place the right guardrails around your mission, not just for compliance but for innovation too.
We design internal controls to give your nonprofit security and your people confidence. When your team is confident that they have trustworthy data, and your donors are confident that they support a trustworthy organization, your nonprofit can be at its most productive and creative.
Compliance and Regulatory Oversight
Put your nonprofit’s good standing on autopilot.
We monitor and manage all your compliance obligations so you don’t have to. Your nonprofit will always be current and compliant with new rules and regulations, prepared for any changes on the horizon.
Cash Flow Management
Help your nonprofit thrive with healthy activity all year long.
The availability of funds when you need them is the lifeblood of your nonprofit. We engineer the consistent, positive cash flow that means no surprises or disruptions in equipping your team, upholding your partnerships, or serving your community.
When Do You Need an Interim Controller or CFO?
Certain milestones, events, or characteristics at your nonprofit are a great fit for an interim Controller or CFO.
In periods of rapid growth
If you’re expanding into new markets or reaching exponentially more beneficiaries, an interim Controller or CFO provides strategic financial guidance.
We manage increased complexity, scale your financial management practices, and ensure that your growth is sustainable.
During large projects
If you’re undertaking a capital campaign, launching a new program, or hosting a highly visible event, an interim Controller or CFO provides financial oversight.
We deliver financial forecasts, develop the budget, lead investment strategies, manage risk, handle cash management, and prepare all project reporting.
In a turnaround scenario
If you’re restructuring or facing financial distress, an interim Controller or CFO leads your recovery or stabilization strategy.
We manage any debt restructuring or financing options, build a cost reduction plan, re-establish governance, and introduce new long-term financial planning.
During your nonprofit’s launch
If your nonprofit is just getting off the ground, an interim Controller or CFO builds your financial foundation and growth strategy.
We design your operations organization, develop revenue strategies, establish internal controls, and manage compliance.
If your financial leadership needs are cyclical
If your organization’s activities are highly seasonal, an interim Controller or CFO supports you during busy times and steps back in quieter times.
We help you ramp up projects smoothly, run them efficiently, manage their risk, and close them well.
If your financial management resources are limited
If your organization is small or understaffed, An interim Controller or CFO delivers world-class guidance otherwise unattainable.
We offer rescue missions expert financial leadership at a price point far below that of full-time staff.
Related Services
Financial Health Assessments
Most of our engagements start here. As CTO, we lead assessments for you and report what we find.
Technology Consulting, Training, and Implementation
Streamline and modernize your financial systems. As CTO, we do all the planning, heavy lifting, and user training.
Accounting Outsourcing and Staff Augmentation
Get your team and board the financial information they need, when they need it. As CTO, we sharpen your data and level up your reporting.
Financial Leadership for Your NonprofitRescue Mission, With No Ramp-up Time or Overhead
It’s the ultimate hack for putting your organization’s performance on par with the best.