Choose Us for Outsourced CFO Services

When your nonprofit must do more with less, outsourced CFO services provide financial insight without the cost and commitment of a full-time hire.

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Our Process

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We deliver tailored financial solutions designed to meet the unique needs of your business. With a CFO dedicated to streamlining your operations, you’ll experience the benefits starting from our very first consultation. Here’s how our fractional CFO process works:

First Consultation

We have an initial meeting with you where we discuss your business’s financial management approach, financial objectives, and projections. With a better understanding of your business, the next phase of the needs analysis begins.

Needs Analysis

We conduct an analysis of your financial management systems to pinpoint areas ripe for improvement and to clearly define your requirements. Our goal is to discern what your business requires to thrive financially.

Strategy Development

Based on the needs analysis, a fractional CFO develops a customized financial strategy that can include budgeting, cash flow optimization, and other financial planning elements.

Implementation

We put the strategy into action, which may involve restructuring finances, optimizing operations, and introducing new processes or financial tools.

Financial Pressures That Can Surface as Organizations Grow

Grant Tracking & Reporting Coordination

Managing multiple funding sources, renewal timelines, and documentation requirements benefits from consistent processes and organized financial records.

Internal Controls & Documentation Practices

Undefined workflows or limited review procedures can make compliance reviews more time-consuming and make it harder to compile documentation.

Cash Flow Planning & Visibility

Delayed receivables or informal projection methods can limit visibility into available funds for staffing, programming, and operational planning.

Our Location

500 Buford Hwy NE,
Suite 1001-1009, Suwanee, GA 30024

Work Hours

09:00 AM – 05:00 PM

Get clarity beyond the numbers and a strategy to back your mission.

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Disclaimer

The information on this site is for general informational purposes only and does not constitute accounting or legal advice. No client relationship is formed without a signed engagement letter.

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