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 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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Prefer to talk now? Call (888) 368-2463
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.
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.
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.
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.
Most organizations start at one level and move between them as the team changes. You are not locked in.
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.
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.
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.
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
A controller search takes months. The close does not wait, and neither does the audit.
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.
One controller is a single point of failure. A team is not. Turnover on our side never becomes a crisis on yours.
Restricted funds, Uniform Guidance, and grant allocations are not something we adapted to. It is the only work we have done since 1991.
Step up during an implementation or an audit. Step down when your own hire starts. Neither requires a difficult conversation.
Nonprofit-only since 1991
·2,400+ nonprofits served
·Accounting Today Top 100 VARs, 2025
·Sage Intacct Premier Partner
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.
Step one
An advisor, not a salesperson, asks about your team, your systems, your funders, and where the pressure is. No deck.
Step two
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
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.
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.
Yours. Sage Intacct, MIP Fund Accounting, QuickBooks, and Business Central are the most common. We do not require you to change systems to work with us.
Most are between $1M and $25M, though complexity matters more than budget. A $3M organization with a dozen federal grants needs more support than a $12M one with three funders.
Typically two to four weeks from the first conversation, and faster when there is an open vacancy.
[Answer from operations.]
[Answer from operations: retainer or hourly, and what drives the level. No figures.]
You will see this called outsourced accounting elsewhere. We call it fractional because you are not handing your finances to a vendor. You are adding senior nonprofit finance people to your team.
Get a quick read on your financial systems, dive into a deeper assessment, or talk it through with a specialist.
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.
No pitch, no obligation.
By submitting this form you agree to our privacy policy.