Nonprofit CFO Services

Ensure your nonprofit’s finances are in expert hands. Our Nonprofit CFO Services offer high-level financial management and strategic guidance for organizations that need expertise without a full-time hire. We act as your strategic CFO partner, helping you steer your organization toward sustainability and success. Our services include:

Budgeting & Forecasting

We facilitate annual and multi-year budgets, scenario planning, and forecasts to help you plan for growth and navigate seasonal funding cycles.

Cash Flow Management & Grant Compliance

Proactive cash flow monitoring to avoid surprises, plus oversight of grants and restricted funds to ensure grant compliance and optimal fund use.

Financial Reporting & Storytelling

Clear, customized financial reports and dashboards. We translate financial data into meaningful insights and stories that resonate with your board, donors, and stakeholders.

Audit Readiness & 990 Support

Preparation and support for audits and IRS Form 990 filings. We organize your financial records, implement internal controls, and address compliance issues before they become problems.

Strategic Financial Planning

CFO-level input for strategic plans, capital campaigns, and major projects. We provide analysis for key decisions and help align your finances with your mission goals.

Guaranteed, No-Risk CFO Assessment

At MSA, we offer a $2,497 risk-free CFO Assessment that identifies gaps or inefficiencies across:

Financial reporting & compliance

Budgeting, forecasting, & cash flow

Tech systems & automation

Internal controls & financial strategy

Program and operational data integration into financial dashboards

If we find something? You get a clear, prioritized roadmap—and the $2,497 is credited toward any engagement. If we don’t? You get your money back. No questions asked.

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