Nonprofit-exclusive since 1991
Fractional accounting for nonprofits

Fractional bookkeeping, controller, and CFO services for nonprofits

Your finance team, fractional.

Senior nonprofit finance people working inside your organization, at the level you actually need. For nonprofits that never had a finance department, and for the ones between controllers.

A nonprofit finance advisor reviewing the books at a desk

Tell us where the gap is

A 30-minute call with a nonprofit finance advisor. We will tell you whether this is a bookkeeping gap, a controller gap, or a CFO gap, even when the answer is less than you expected.

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What we hear

Does this sound familiar?

The mission is not the problem. The back office that has to keep up with it is.

Your executive director is doing the bookkeeping. It was supposed to be temporary.

Your controller left, and the process left with them. Nobody wrote down how the allocations worked.

The audit is 10 weeks out and the books are not clean. You already know how that conversation goes.

Grant reports go in late, and reconstructing them takes longer every quarter.

Board reporting arrives when it is history rather than information.

You cannot justify a full-time hire. The work is real. It is just not 40 hours of it.

Who this fits

Built for two kinds of nonprofit

The ones that never had a finance department

Usually under $5M

Organizations where finance is a part of somebody else's job. You need the transactions handled correctly, the close done on time, and one senior person who is accountable for it.

The ones between hires

Usually $5M to $25M

Organizations that had a controller or finance director and do not right now. You need continuity through the vacancy, a clean audit in the meantime, and no pressure to rush the hire.

Choosing new accounting software rather than adding people? Start with how to choose nonprofit accounting software instead.

The scope

What we actually do

Not advice about your finance function. The finance function.

Accounts payable. Bill entry, approval routing, payment runs, vendor management.

Accounts receivable. Invoicing, receipts, and revenue recognition for donations and grants.

Payroll support. Processing support and allocation across grants and programs.

Month-end close. Reconciliations, journal entries, accruals, and a close calendar you can rely on.

Financial reporting. Board packages, funder reports, and management reporting that arrives on schedule.

Grant compliance. Spend-down tracking, budget against actual by award, funder-format reporting.

Audit preparation. Schedules, documentation, and being the people who answer the auditor's questions.

Levels of support

Choose the level you need

Most organizations start at one level and move between them as the team changes. You are not locked in.

Bookkeeping

The transaction-level work, handled

The base level

Accounts payable and receivable, reconciliations, and a reliable monthly close. For organizations with no dedicated finance staff.

Controller

Oversight on top of the operation

Includes everything in Bookkeeping

Plus month-end review, internal controls, grant compliance, and audit preparation. Someone senior is accountable for the finance operation. For organizations covering a vacancy or outgrowing a bookkeeper.

CFO

Judgment in the room where decisions get made

Includes everything in Controller

Plus board and funder reporting, forecasting, cash planning, and a seat in the conversations where financial decisions actually happen. For organizations that need the judgment without the salary.

Not sure which one? A quick way to tell.

If the problem is that the work is not getting done, start at Bookkeeping.

If the work gets done but nobody senior is checking it, you need a Controller.

If the books are fine and the board still cannot get a straight answer about next year, that is a CFO gap.

Ask an advisor which level fits
Nonprofit finance staff working together at a desk
The alternative

Why fractional rather than a hire

A controller search takes months. The close does not wait, and neither does the audit.

The cost is proportional to the work

You pay for the level and the hours the work genuinely requires, not a full-time salary and benefits to cover a part-time need.

It does not leave

One controller is a single point of failure. A team is not. Turnover on our side never becomes a crisis on yours.

The expertise is nonprofit-only

Restricted funds, Uniform Guidance, and grant allocations are not something we adapted to. It is the only work we have done since 1991.

It scales in both directions

Step up during an implementation or an audit. Step down when your own hire starts. Neither requires a difficult conversation.

Book a consultation

Nonprofit-only since 1991

2,400+ nonprofits served

Accounting Today Top 100 VARs, 2025

Sage Intacct Premier Partner

The evidence

The people doing the work

CPAs, former nonprofit finance directors, and former government finance staff. People who have sat in your seat, closed your kind of books, and answered your kind of auditor.

What that has meant for clients

Whole Family Health Center

Cut its month-end close from 15 days to eight and recovered 20 hours of reporting time every month.

Samaritan House

Cut audit preparation by eight days. Auditors received a direct login and pulled their own evidence.

JMT advisors working alongside a nonprofit finance team
What happens next

What happens after you reach out

Step one

A 30-minute call

An advisor, not a salesperson, asks about your team, your systems, your funders, and where the pressure is. No deck.

Step two

A straight answer

Within a few days you get a written recommendation: which level fits, what it covers, and what we would need from you. If you need less than you thought, we say so.

Step three

We start

Typically two to four weeks from the first conversation, and faster when there is an open vacancy. We work in your systems. Nothing has to move.

Before you ask

Questions we get

Most often alongside. We fill the gap rather than the org chart. In many engagements nobody outside finance notices a change, other than the reports arriving on time.

Find your starting point

Not sure where to focus next?

Get a quick read on your financial systems, dive into a deeper assessment, or talk it through with a specialist.

Get Your Audit-Readiness Grade

7 slider questions

Get your grade

Take the Optimization Quiz

Full systems assessment

Take the quiz

Book a Consultation

Talk through your goals

Book a consultation

Let us work out what you need

A short conversation is usually enough to tell whether this is a bookkeeping gap, a controller gap, or something that needs CFO-level judgment. We will tell you which, even when the answer is that you need less than you thought.

Or call (888) 368-2463

You handle the mission. We'll handle the numbers.

Tell us where the gap is

No pitch, no obligation.

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The experts in mission-driven nonprofit finance. Nonprofit-only since 1991.