Fractional CFO for Not-for-Profits
Fractional CFO support for charities scaling past $2M
Strategic finance leadership for charities that need senior thinking but don't need a full-time CFO. Funder reporting, capital campaigns, multi-entity, board strategy.
What you get
- Monthly finance committee preparation and attendance
- Three- to five-year financial planning
- Funder reporting consolidation
- Reserve policy design and monitoring
- Multi-entity and Sage Intacct architecture
What changes for your organization
- Multi-year financial plans tied to strategic plans
- Funder reporting consolidated and audit-ready
- Reserve policy and operating reserve targets in place
- Capital campaign accounting and donor reporting working end-to-end
- Senior counsel for the ED and finance committee
The CPA who builds your file has sat in the treasurer's chair
Every service we deliver is shaped by what a board, a treasurer, a funder, and the CRA actually need to see — not what a generic small-business bookkeeping file assumes.
Frequently Asked Questions
Sources
- CPA Canada — Accounting standards for not-for-profit organizations — CPA Canada
- CRA — Operating a registered charity — Canada Revenue Agency
Sources reviewed: July 10, 2026
General information only. This page is not legal, tax, assurance, or professional advice for any specific organization. Confirm decisions with the CRA, your CPA, and legal counsel for your facts.
Request a discovery call
Tell us about your charity or not-for-profit and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
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