TEL (206) 525-5170
1701 NE 104th Street
Seattle, WA  98125-7646

nonprofit financial specialists  
serving the Puget Sound  
community since 2000  
CFO Services

Different from the independence required from an auditor, the Chief Finance Officer (CFO) is an integrated key member of the leadership team. This person works closely with the CEO, board, leadership team and operational staff to budget and manage an organization’s resources. The CFO partners with budget managers to build and monitor budgets and projections and report the results to the board and other committees.  This person also provides guidance on regulatory and compliance issues.

Our CFO consultants are Washington State CPAs with experience in the nonprofit sector.  We partner with our clients to provide the leadership and support needed to provide information useful for decision making.


Interim CFO Services

Our services can be used to bridge a gap between CFO’s.  We can provide support during the recruiting and transition period.  In our work we can provide insights into the skill sets needed in a new CFO moving forward and changes to process that may need to be upgraded. This service is ideal for the organization that wishes to have a CFO on the payroll, but needs time to find the right long-term fit.


Outsourced CFO Services

We provide CFO Services to organizations that are too small to hire a full-time CFO, but need the support of an experienced CFO. This service is designed for the organization that recognizes the value a CFO can bring to the table, but doesn't want to hire an employee. In this relationship, we bring the expertise needed as the long term business partner, but on a part-time schedule.


Regardless of which service is right for your organization, our CFO Services include:

  • Financial statement presentation to the board and other committees
  • Budget and forecast reporting
  • Cash management
  • Internal control design and support
  • Audit and 990 return preparation and coordination
  • Reporting and tracking of restricted grants and contracts
To learn more about Specialized Consulting, click HERE
To learn more about Financial System Reviews, click HERE
Header photo by Jennifer Haddon