High-level financial expertise on a part-time or flexible basis for organizations that need strategic financial leadership without a full-time CFO.

When it's right:

• Your organization is in a growth phase and needs strategic oversight

• You need board-level financial communication and reporting

• You want to build sustainable systems for long-term success

What you get:
Strategic financial planning, cash flow management, board reporting, audit preparation, and decision-making support that aligns mission with financial performance. We focus on driving financial sustainability while offering insights that support growth—all aligned with your specific goals and budget.

Full-time financial leadership during times of transition or organizational change, providing stability when you can't afford a gap in oversight.

When it's right:

• Your CFO has left and you need immediate stability

• You're in the middle of a financial crisis or major transition

• You need experienced leadership to step in and deliver outcomes now

What you get:
Comprehensive financial operations oversight, team leadership, crisis stabilization, and long-term solutions. We manage all financial operations including budgeting, forecasting, and strategic financial decision-making, ensuring seamless financial management while identifying and implementing solutions tailored to your organization's unique needs.

Expert guidance for organizations navigating financial crises or significant operational challenges, focused on stabilization and sustainable recovery.

When it's right:

• You're facing cash flow problems or mounting deficits

• Your board and funders are demanding quick action and clear results

• You need to reduce costs, restructure operations, or rebuild stakeholder confidence

What you get:
Crisis stabilization planning, operational restructuring, cost reduction strategy, stakeholder communication, and a clear path to financial recovery. We also guide organizations through mergers or partnerships by conducting due diligence, financial modeling, and integration planning.

In-depth financial analysis for organizations seeking clarity and actionable insights into their financial performance.

When it's right:

• You're planning a major investment or strategic pivot

• You need to evaluate cost structures or explore new revenue streams

• You want data-backed insights to inform critical decisions

What you get:
Customized financial analysis aligned with your organization's objectives and challenges. Whether evaluating investment opportunities, assessing program costs, or analyzing revenue models, we provide the tools and expertise needed to make informed decisions with confidence.

Strategic and operational planning services that help organizations define their vision and achieve sustainable growth.

When it's right:

• You're launching a new initiative or expanding programs

• You need a strategic roadmap aligned with mission and financial reality

• You want to drive efficiency, innovation, and long-term success

What you get:
Comprehensive business planning including thorough market research, scenario analysis, and actionable roadmaps tailored to your unique mission and goals. From startups to established nonprofits and higher education institutions, we create plans that balance ambition with financial sustainability.

Expert guidance on managing endowment funds and investment portfolios to maximize returns while maintaining compliance and ethical standards.

When it's right:

• You're establishing or restructuring an endowment

• You need to optimize investment performance while ensuring compliance

• You want to align investment strategy with organizational goals

What you get:
Strategic endowment management guidance that balances growth with compliance requirements, state and federal laws, organizational objectives, and ethical standards. We help you develop investment policies and oversight frameworks that support long-term financial health.

Full finance team replacement for organizations that need comprehensive financial operations support.

When it's right:

• Your organization needs to replace or build an entire finance function

• You want expert financial operations without the overhead of full-time hires

• You need both controllership and CFO-level leadership

What we offer:

When clients need us to fully replace their finance team, we provide two approaches:

• Accounting Platform Transition: We partner exclusively with Radar Nonprofit Solutions to serve as the outsourced business office (including controllership services), while Strategic Nonprofit Finance provides fractional CFO leadership.

Existing System Support: For organizations that prefer to remain on their current accounting system, one of our fractional CFOs assumes the controller role while our Founder serves as the fractional CFO.

Specialized executive search services for mission-driven organizations seeking senior leadership with both strategic vision and financial acumen.

When it's right:

• You're searching for an Executive Director, CFO, COO, or other C-suite leader

• You need senior management or finance positions filled (Controllers, Senior Accountants)

• You want candidates who combine business discipline with mission alignment

What you get:
Strategic Nonprofit Finance leads searches for senior leadership roles where strong financial and operational expertise is essential. Our process combines deep nonprofit sector knowledge with results-driven search methodology to identify leaders who can drive impact and deliver measurable results.