Fractional CFO for charities
Finance leadership for growing charities
Clean books, on-time filings and board-ready reports, without hiring a full-time finance team.
Trusted by
Penny Appeal Canada HCI Sakeenah Read Foundation RGW
Start here
Which seat are you in?
Executive directors and board members feel the same problems from different chairs. Pick yours.
For executive directors & CEOs
I run the charity
- You’re chasing receipts instead of running programs
- Month-end takes weeks and still doesn’t match the bank
- Growth is moving faster than your finance function
You didn’t start a charity to reconcile bank accounts.
Get a 30-minute review of your books, controls and reporting. We’ll tell you the first three things we’d fix, whether or not you work with us.
For treasurers & board chairs
I sit on the board
- Statements arrive late, or in a format nobody can read
- You can’t tell restricted cash from unrestricted
- The auditor keeps finding the same issues
That’s not really volunteering anymore. That’s a job.
See what a board-ready report should look like, or check your charity’s finances in two minutes. Happy to talk it through, no pitch.
What we fix
Three problems we see in almost every charity
01
Compliance is a documentation problem
Charities that send funds overseas face closer CRA scrutiny. We keep the agreements, approvals and records regulators expect, for every disbursement.
Most charities that lose status didn’t commit fraud. They lost it on paperwork.
02
Growth breaks finance first
New programs, new funders, more restricted gifts. We build the systems before growth exposes the gaps: reconciliations, fund tracking and controls.
If you keep catching the errors, that isn’t the system working. It’s the system missing.
03
Boards deserve numbers they can act on
Clear monthly statements, fund balances and a dashboard your treasurer can explain in five minutes, not a spreadsheet nobody trusts.
Being under budget doesn’t always mean you’re spending well.
Board-ready reporting
Numbers your board can act on, every month
No more 40-page exports nobody reads. Each month your treasurer gets one clear report: cash, reserves, restricted and unrestricted funds, and what changed.
- Books reconciled and closed on schedule
- Restricted funds tracked separately, so you know what you can spend
- A dashboard your treasurer can explain in five minutes
- Filings and audit files kept current all year
- Books reconciled to Sept 30
- T3010 filed on time
- Overseas grants documented
- Audit file up to date
last fiscal year
What we do
Everything your charity’s finance function needs
Every plan includes bookkeeping. Add as much CFO support as your organization needs.
Nonprofit Bookkeeping
Clean, reconciled books with restricted funds and grants tracked properly.
Fractional CFO
Budgets, forecasts, controls and board reporting without a full-time hire.
T3010 & Form 990 Filing
Accurate annual returns, prepared with your tax agent and filed on time.
Audit Preparation
Audit-ready records all year, and a smoother process with your auditor.
Donation Tax Receipts
Receipts that meet CRA and IRS rules, issued on time. Add-on service.
Donor CRM Reconciliation
Your CRM, payment platforms and books, matched every month. Add-on service.
How healthy are your charity’s finances?
10 questions, 2 minutes. Get a score across books, controls, filings, reporting and cash, plus the first three things to fix.
How it works
From first call to a steady monthly rhythm
1
Intro call
We learn about your organization, your funding and where finance is slowing you down.
2
Your plan
We recommend Core, Plus or Executive, plus any add-ons, and map out a clear roadmap.
3
Onboarding
We connect to your QuickBooks Online or Xero and organize your records in your own Google Drive.
4
Monthly rhythm
Books on schedule, reports on time, and CFO support by email, phone, Slack or video.
Plans
Clear monthly pricing. No long-term contracts.
All prices in US dollars per month. Cancel any plan with 30 days’ notice.
Core
Strong financial foundations
from$1,500/mo
- Quarterly bookkeeping and statements
- Grant and fund accounting
- T3010 / Form 990 filing with your tax agent
Most common
Plus
For growing charities with a board to answer to
from$2,650/mo
- Monthly bookkeeping and statements
- Budgeting, forecasting and controls
- External audit support
Executive
A CFO at the table
from$4,350/mo
- Weekly bookkeeping, managed payroll
- Monthly budget and fund reviews
- Unlimited CFO support, AGM attendance
Larger or more complex organization? We’ll build a custom plan.
What our clients say
Trusted by charity leaders
Faizan is a top charity consultant whose expertise and dedication were crucial in building Penny Appeal Canada. His strategic insights and passion make him a standout choice for impactful results.
Talha AhmedCEO, Penny Appeal Canada
Highly trusted, professional, and ethical. Expert in compliance and the charity sector, providing high-quality solutions. Built finance policies and improved the entire organization.
Mahmuda KhanGlobal CEO, HCI
An expert in charity accounting — simplifies processes and recommends programs for efficiency. His team provides phenomenal support. Highly recommended.
Zena ChaudhryFounder & CEO, Sakeenah
Faizan and his team provide expert non-profit accounting, strategic financial planning, and day-to-day management. Highly recommended for their comprehensive CFO services and genuine care.
Filiz OzmisirCo-Founder & CEO, RGW
A dedicated, skilled professional in non-profit accounting, delivering timely results. Excellent communicator, team leader, and innovative problem-solver.
Faisal YousufCo-Founder & Chair, RGW
Faizan and his team are highly professional financial consultants with deep non-profit expertise, implementing robust compliance policies. Highly recommended for building operational resilience.
Jahangeer AkhtarCEO, Read Foundation
Who we work with
Built for charities like yours
Registered charities and nonprofits across Canada and the US, typically with $1M to $10M in annual revenue.
Charities sending funds overseas
Cross-border grants draw extra CRA scrutiny. We document every disbursement so you stay audit-ready.
Relief, faith-based & community charities
Humanitarian organizations, Islamic charities, places of worship and community services rely on us for clean books and compliance.
Foundations & cross-border nonprofits
Foundations and organizations with chapters in both Canada and the US, where CRA and IRS rules both apply.
FAQ
Questions charities ask us
Do you work with charities in both Canada and the US?
Yes. We work with charities and nonprofits across both countries, including organizations with chapters on both sides of the border.
Are you a CPA firm?
No. Linked CFO provides bookkeeping, fractional CFO and strategic advisory services. We are not a public accounting firm. We prepare you for your audit and work alongside your independent auditor.
Which accounting software do you use?
QuickBooks Online or Xero, licensed in your organization’s name, so your data always stays yours.
Can we cancel?
Yes. Cancel any plan with 30 days’ notice. There are no long-term contracts.
What does it cost?
Plans start at $1,500, $2,650 and $4,350 USD per month. Donation receipting and CRM reconciliation are add-ons, scoped on your intro call.
Book a 30-minute finance review
We’ll look at your books, controls and reporting, and tell you the first three things we’d fix, whether or not you work with us.