How We Work

We believe in flexible partnerships tailored to your needs. When you engage with MSA Strategies, you can choose an
approach that fits your organization’s workflow and budget. Our engagement options include:

Fractional CFO Retainer

Ongoing support as your part-time CFO. We become a member of your team, providing continuous oversight, attending leadership meetings, and guiding your financial strategy year-round. Ideal for nonprofits seeking long-term expertise without the cost of a full-time CFO.

Project-based Engagements

Targeted support for specific initiatives or challenges. Whether it’s preparing for an audit, implementing a new finance system, or developing a multi-year strategic plan, we scope the project with clear deliverables and timelines. Get expert help exactly when and where you need it.

Cost-saving Initiatives

Short-term, results-focused projects aimed at reducing expenses or recovering funds. We tackle tasks like vendor cost reviews, tax credit analyses, or process automation. Many of these engagements can be performance-based – our success is tied to your savings.

Choosing a Financial Partner is a Big Decision.

Here’s why corporations trust MSA Strategies to deliver results:

Proven Track Record

We’ve helped dozens of organizations strengthen their finances. Our clients range from local charities to national associations – all benefiting from improved financial clarity and stability.

Client Testimonials

“MSA Strategies transformed our financial management. Now our board meetings focus on strategy, not spreadsheets.” – Jane D., Executive Director of a regional non-profit. We’re proud to consistently earn high praise for our impact, communication, and service.

Certified Expertise

We are Certified Public Accountants and seasoned financial executives. With advanced degrees (MBA, MST) and extensive nonprofit finance experience, our credentials ensure you’re getting the highest level of expertise.

Integrity & Transparency

As a CPA-led firm, we uphold strict ethical standards. You can expect honest advice, confidentiality, and a focus on what’s best for your organization’s financial health.

Community Commitment

We care about the missions we serve. Our team volunteers with local nonprofits, serves on boards, and stays current on sector trends – all to better support our clients.

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Transparency and Communication are at the Core of Our Approach.

You’ll always know what to expect, with no surprise fees or confusing reports. Not sure which engagement model is right for you?
Book a Free Consultation and we’ll help design a solution that fits your needs.

Book a Free Consultation