Finance Expertise for Nonprofits. Without the Full-Time Cost.

Why Our Clients Trust Us

Nonprofits choose us for cost-effective finance expertise that understands their unique challenges.

Proven CPA Experience

Our team of CPAs have led finance functions at charities of every size and stage, giving you practical solutions that fit your reality—not cookie-cutter advice.

Foundations for Growth

We don’t just help you maintain the status quo. We uncover inefficiencies, strengthen your systems, and build the financial foundation for your organization to thrive.

Deep Nonprofit Expertise

We handle the complexities of nonprofit finance: restricted funds, grant reporting, compliance, audit readiness, and program profitability—all while keeping admin costs low.

Our services

Every charity is different. That’s why we offer flexible finance solutions—whether you need CFO-level strategy, stronger financial controls, or reliable bookkeeping support, we help keep your organization audit-ready and mission-focused.

Outsourced Bookkeeping

Keep your records accurate and audit-ready. We manage reconciliations, donation tracking, payroll support, and ensure compliance with CRA so your books are always clean and funder-ready.

Fractional Controllership

Strengthen the backbone of your finance function. We review and implement finance policies (including tax receipting), ensure the right internal controls are in place, manage grant and restricted fund reporting, and deliver timely, accurate reports that builds confidence with auditors, funders, and your board.

For a limited time, all controllership engagements include fractional CFO advisory at no extra cost.

Turn finance into a driver of your mission. We provide forward-looking planning, cash flow visibility, scenario modeling, and multi-year forecasts so you can make confident decisions, give your board the clarity they need, and demonstrate sustainability to funders.

Fractional CFO

Not sure what you need?

We offer a complimentary consultation where we’ll build a tailored business case to determine whether fractional CFO/controllership or complete bookkeeping outsourcing is the right fit for your organization—while uncovering the major issues holding your finance function back.

Cutting Month-End Close

A hospital foundation was receiving financial statements 4–6 weeks after month-end, leaving leadership blind to current realities. We redesigned their processes and removed bottlenecks, reducing the close from 25+ days to just 5. Their board began receiving timely, reliable numbers before each meeting, turning finance into a proactive tool for decision-making.

Board Reporting Package

The board of a social services organization was frustrated by dense spreadsheets that few could interpret. We created a clear, visual reporting package highlighting key variances, cash flow, and program performance. Directors could quickly grasp the story behind the numbers, which strengthened governance and improved trust in leadership’s financial management.

Multi-year Cash Flow

A health charity had no forward-looking view of liquidity, causing constant anxiety about payroll and program funding. We built a rolling 24-month cash flow forecast, updated monthly, that flagged funding gaps well in advance. This gave leadership the confidence to plan program delivery without fear of sudden shortfalls.

Revenue Model for Unrestricted Funds

An environmental association relied heavily on restricted funding, leaving little flexibility to cover core operating costs. We developed a revenue model that mapped all streams and highlighted ways to grow unrestricted dollars. This shift increased flexibility to invest in infrastructure and respond to new opportunities.

The Impact We Deliver

Here are a few examples of how our clients turned complexity into clarity—and built stronger foundations for their mission.

Your Mission Deserves Financial Clarity

Book a complimentary consultation and receive a tailored business case to help decide whether fractional CFO, controllership, or bookkeeping support is right for your organization