Fractional CFO Services
Customized to fit your accounting needs.
Churches + Nonprofits
Monthly preparation of financial reporting package for Board of Directors/Elders
Monthly assistance for accounting/operations staff recording expenses and income
Custom cash flow, budgeting, and forecasting models as needed
Annual budget creation and ongoing maintenance
Annual filing of 1099-MISC
Annual donor giving statements
Small + Medium Businesses
Monthly preparation of financial reporting package for Board of Directors
Monthly assistance for accounting/operations staff recording expenses and income
Custom cash flow, budgeting, and forecasting models as needed
Annual budget creation and ongoing maintenance
Short-term Financial Projects
Financial Statement corrections and bank reconciliations for prior periods
Business consultation for proper methodology of accrual accounting
ERP system migration and financial database maintenance
Train accounting/operations staff on systems and processes for proper recording of expenses and income
Business consultation for cash flow concern or dissolution
Pricing of Services
Multi-tiered capacity options depending on the extent of services desired
Hourly rate option for short-term projects
Nonprofit discount available upon request
Reach out today for a free consultation phone call and pricing quote
Can’t find what you’re looking for? Let us know!
If we can’t meet your needs directly, we will happily point you in the direction of one of our trusted business partners.