OUR SERVICES
Controller Lite
Controller Lite provides foundational financial leadership to ensure your books are accurate, reports are timely, and leadership has confidence in the numbers used to make decisions.
Starts at $1.5k/month
Core Controller Deliverables
Monthly Financial Statement Review
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Identify unusual variances and accounting issues
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Ensure reports are accurate and board-ready
Monthly Close Oversight
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Review month-end close procedures and verify reconciliations
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Ensure timely financial reporting
Budget-to-Actual Analysis
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Identify spending trends and concerns
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Provide management commentary
Executive Financial Summary
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Plain-English explanation of financial results
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Key risks and opportunities
Cash Position Monitoring
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Review operating cash availability and monitor reserve balances
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Identify upcoming cash concerns
Audit Readiness Support
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Maintain organized financial documentation
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Address routine auditor requests
Monthly Leadership Meeting
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Discuss financial performance
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Answer management questions
Core Controller
Core Controller provides a dedicated financial partner who helps leadership improve reporting, strengthen internal controls, and build financial processes that support sustainable growth.
Starts at $3k/month
Core Controller Deliverables
Everything in Controller Lite PLUS:
Enhanced Financial Reporting Package
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Customized management reporting
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KPI tracking
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Trend analysis
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Program-level financial reporting
Board Financial Reporting
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Board-ready financial package
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Executive summary for board members
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Financial narrative and variance explanations
Budget Development & Monitoring
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Annual operating budget support
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Department and program budgeting
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Ongoing budget monitoring
Grant Financial Management
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Grant expense monitoring
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Funding restriction tracking
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Grant reporting support
Internal Controls Review
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Evaluate financial processes
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Recommend control improvements
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Reduce financial and compliance risk
Accounting Staff Support
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Train and mentor accounting personnel
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Review work quality
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Assist with process improvements
Policy & Procedure Development
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Financial policies review
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Documentation of accounting procedures
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Best-practice recommendations
Audit Coordination
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Serve as primary auditor liaison
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Coordinate audit schedules
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Manage PBC (Prepared By Client) requests
Strategic CFO
Strategic CFO provides high-level financial strategy, forecasting, and decision support to help leadership and boards navigate growth, funding challenges, and long-term sustainability.
Starts at $4k/month
Strategic CFO Deliverables
Everything in Core Controller PLUS:
Strategic Financial Planning
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Multi-year financial planning
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Organizational growth modeling
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Sustainability analysis
Cash Flow Forecasting
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Rolling cash forecasts
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Scenario planning
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Funding gap analysis
Executive Leadership Partnership
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Advisor to Executive Director/CEO
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Strategic decision support
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Financial guidance on major initiatives
Forecasting & Scenario Modeling
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Best-case/worst-case projections
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Revenue and expense forecasting
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Strategic initiative analysis
Funding Strategy Support
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Financial analysis for fundraising initiatives
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Grant funding impact assessments
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Capital planning support
Financial Dashboard Development
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Executive KPI dashboards
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Program performance metrics
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Custom reporting tools
Major Decision Analysis
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New program financial analysis
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Staffing impact analysis
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Facility expansion evaluations
Unlimited Executive Consultation
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Ongoing access for financial guidance
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Executive-level problem solving
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Strategic finance partnership
Additional Services
In addition to the core fractional CFO services, we also offer ad-hoc services, such as:
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Audit prep
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Review of internal controls
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Preparation of finance manual
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Budget and forecast build
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KPI report build