Fractional CFO for nonprofits
A CFO at the table, without the full-time salary
You've outgrown your bookkeeper but can't justify a full-time CFO. We give your charity senior financial leadership: budgets, forecasts, controls and board-ready reporting, for a predictable monthly fee.
- Budgets and multi-year forecasts
- Board-ready reporting and dashboards
- Internal controls that protect your funds
Sound familiar?
Growth breaks finance before it breaks anything else
“Our budget is a spreadsheet nobody trusts.”
“Board meetings turn into questions we can't answer.”
“We're growing fast and finance can't keep up.”
What's included
Financial leadership your board can rely on
- Budgeting and forecastingAnnual budgets and forecasts built around your programs and funding.
- Budget reviews and revisionsQuarterly or monthly check-ins so the budget stays a working tool.
- Board and management reportingA customized dashboard and fund balance reports your board can act on.
- Internal controlsDesigned, implemented and reviewed so money is protected and approvals are clear.
- External audit supportWe prepare what your auditor needs and manage the process with them.
- Auditor and bank relationshipsWe handle the conversations with your external auditor and your bank.
- AGM attendanceWe present the numbers at your annual general meeting. Executive.
- Systems adviceGuidance on nonprofit CRM, ERP and HR system implementations.
Plans
Choose how much CFO time you need
Core
Starting at $1,500 /month
- CFO support: 1 email per month
- Response within 5 business days
- Customized management dashboard
- Budgeting and forecasting
Plus
Starting at $2,650 /month
- CFO support: 3 calls or emails per month
- Response within 3 business days
- Budgeting, forecasting and quarterly reviews
- Internal controls designed and implemented
- External audit support
Executive
Starting at $4,350 /month
- Unlimited CFO support
- Response within 1 business day
- Monthly budget reviews
- Ongoing internal controls review
- AGM attendance
Feedback from clients
What our clients say
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
Have a question?
Read our FAQs
What is the difference between a bookkeeper and a fractional CFO?
A bookkeeper records what happened. A CFO uses those numbers to plan what happens next: budgets, cash flow, controls and board reporting.
How much CFO time do we get?
It depends on your plan, from one email a month on Core to unlimited support with a one-business-day response on Executive.
Do we still need a bookkeeper?
No. Every package includes bookkeeping, so your books and your CFO work from the same numbers.
Will you attend our AGM?
Yes, on the Executive plan. We present the financials and answer questions from your members.
Experience the Linked CFO Difference
Book a Call Today
- Nonprofit-only specialists
- No long-term contracts
