NonProfit CFO Investment Guide

CFO Fundamental Service

Fundamental CFO

Includes:

4 HOUR Bi-annual Strategy Sessions

  • Both Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

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30 MIN Weekly Touchpoint Call with Principal(s)

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1 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

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2.5 HOUR Weekly Work/Strategy Time

  • Prepare for Weekly Zoom Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

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Plus Referrals to Vetted Professionals

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Starting at:

$25,000

Let's Chat!

/year

CFO Strategic Service

Strategic CFO

Includes:

4 HOUR Quarterly Strategy Sessions

  • All Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

​

60 MIN Weekly Touchpoint Call with Principal(s)

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2 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

  • 1 Hour per Week Can be Rolled Forward for Up to 30 Days​

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5 HOUR Weekly Work/Strategy Time

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  • Prepare for Weekly Zoom Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

​

​

Plus Referrals to Vetted Professionals

Starting at:

$50,000

Let's Chat!

/year

CFO Premier Service

Premier CFO

Includes:

6 HOUR Quarterly Strategy Sessions

  • All Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

​

60 MIN Weekly Touchpoint Call with Principal(s)

​

2 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

  • 1 Hour per Week Can be Rolled Forward for Up to 30 Days​

​

9 HOUR Weekly Work/Strategy Time

​

  • Prepare for Weekly Zoom Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

​

​

Plus Referrals to Vetted Professionals

Starting at:

$80,000

Let's Chat!

/year