CFOs.co

Organization Name: NPO CFO / CFOs.co

• • Mission: To provide expert financial leadership and strategic advisory services to nonprofits at a fraction of the cost of a full-time CFO, enabling organizations to maximize their mission impact while ensuring fiduciary excellence and fiscal stability.
  • Idealist Focus: Bridging the gap between passion-driven mission work and the financial discipline required to sustain it.

Whom We Serve (Target Market)

We support NPOs that have grown beyond their initial structure but cannot yet afford a full-time $175K+ CFO.

• • Small NPOs ($2M–$10M): Often relying on bookkeepers or overworked Executive Directors. We provide the strategic oversight to move beyond "reactive" accounting to proactive financial management.
  • Mid-Scale NPOs ($10M–$35M): Have scaled programs but need sophisticated financial planning, investment strategy, grant compliance, and fiduciary strengthening to improve balance sheet health and risk management.

Core Services

Our services are designed to move nonprofits from financial crisis management to long-term sustainability.

• • BOD Financial Health Assessment: Reviewing board financial dashboards and improving governance.
  • Audit-Ready Cleanup: Streamlining accounting procedures to reduce year-end stress and costs.
  • Board Financial Presentations & Dashboards: Translating complex data into clear, actionable insights for board members, donors, and stakeholders.
  • Grant Compliance Oversight: Managing restricted funds, tracking indirect costs, and ensuring compliance with donor requirements.
  • System Migrations: Expert guidance on implementing and optimizing technology (e.g., QuickBooks to Intacct/NetSuite).

Our Values & Ethics (IMA/CMA Alignment)

As a firm led by CMAs (Certified Management Accountants), our values are aligned with the Institute of Management Accountants (IMA) Statement of Ethical Professional Practice.

• • Competence: Providing accurate, clear, and timely financial decision support while maintaining a high level of technical proficiency.
  • Confidentiality: Safeguarding sensitive donor and organizational information.
  • Integrity: Mitigating conflicts of interest and contributing to a positive, transparent ethical culture.
  • Credibility: Reporting information fairly and objectively to build trust with funders and the community.

Why Choose Our Fractional CFO Services

• • Expertise at a Fractional Cost: Gain top-tier CFO talent (strategic planning, cash flow management, budgeting) without the overhead, saving $100K+ annually compared to a full-time hire.
  • Mission-Aligned Partnership: We understand that NPO success is measured by impact, not just profit, and we ensure financial resources are optimized for that goal.
  • Proactive Fiduciary Care: We help identify risks early, strengthen internal controls, and ensure compliance with tax-exempt regulations.