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.
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Which seat are you in?
For executive directors & CEOs
I run the charity
- Chasing receipts, not running programs
- Month-end that never matches the bank
- Growth outpacing your finance team
For treasurers & board chairs
I sit on the board
- Statements late or hard to read
- Restricted vs unrestricted unclear
- Same audit findings every year
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.
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.
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
Why Linked CFO
A finance team that only knows charities
Generalist firms treat your charity like a small business. We don’t.
Charities only
Fund accounting, restricted gifts and donation receipts are all we do.
Built by charity insiders
We’ve led finance inside charities like Penny Appeal Canada and Human Concern International.
Canada and the US, one team
CRA and IRS rules, T3010 and Form 990, chapters on both sides of the border.
Overseas funding, documented
Grant agreements, monitoring and the records the CRA expects for money sent abroad.
Your data stays yours
QuickBooks Online or Xero in your name, records in your own Google Drive.
Answers on WhatsApp
Message your bookkeeper or CFO directly and get quick replies, no ticket queues.
Don’t just take our word for it
Trusted by charity leaders
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 WhatsApp, email, phone or video.
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.
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?
It depends on your size, transaction volume and how much CFO support you need. Book a free call and we’ll give you a clear monthly quote. Donation receipting and CRM reconciliation are add-ons, scoped on the same call.
Get a free 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.