Services
What we do, specifically.
Most of what we do runs on the same cadence: a one-on-one with your CFO every month — every week on Full Service, which also produces your monthly reporting by the 8th business day. Some of the work below — benchmarking, audit preparation, cost reporting — runs as a defined project instead.
CFO Strategy SessionsA CFO strategy session is a standing one-on-one where your numbers turn into decisions — monthly on Advisory, weekly on Full Service.Explore →Cash Flow ForecastingCash flow forecasting projects money in and out so you can see problems while they're still decisions.Explore →Exit & Diligence ReadinessExit readiness means your financials answer a buyer's questions before they're asked.Explore →Program Profitability AnalysisProgram profitability analysis tells you which programs carry themselves — and which ones the rest are subsidizing.Explore →Budget Build & RebuildWe build or rebuild your budget from historical performance — fast.Explore →KPI DashboardsA KPI dashboard shows the metrics that drive decisions, not everything you can measure.Explore →Board-Ready Financial ReportingBoard-ready reporting means your board asks better questions — not more of them.Explore →Financial ControlsFinancial controls are cost control, segregation of duties, and risk policy — so mistakes get caught.Explore →Audit PreparationWe prepare you for the audit. We don't perform it — that's a separate, licensed firm.Explore →Grant & 990 ComplianceGrant compliance means the money is spent, tracked, and reported the way the funder requires.Explore →Medicare Cost Reporting & ReimbursementReimbursement complexity hides margin. We find it, recover it, and build the controls so it stops happening.Explore →Pastor Compensation BenchmarkingThere's no universal number — but there is a method.Explore →
Who we serve