CFO Services

The Red Admirable

Why your business needs CFO support

As your business grows, ad-hoc bookkeeping won’t cut it. A fractional CFO brings forecasting, capital strategy and board-level reporting — without the full-time salary. We turn your numbers into clear decisions.

Who we serve

Organizations that have outgrown their bookkeeper but aren’t ready for a full-time CFO.

Nonprofits

501(c)(3) organizations with $2M to $30M in revenue that need fund accounting, grant compliance, Single Audit readiness and board-level reporting.

Credit unions and community lenders

Credit unions, CDFIs and loan funds that need regulatory reporting, ALCO and board packages from someone who has led it as a credit union’s de facto CFO.

Arts and cultural organizations

Orchestras, theaters and arts groups with union payroll, per-engagement musician pay and pension and dues reporting.

Healthcare and service businesses

Home health and other payroll-heavy service businesses that need monthly financials, cash forecasting and margin analysis.

Core CFO Services

You can take services a la carte or choose a monthly package.

Financial Oversight & Strategy

Budgeting, forecasting, KPIs & strategic planning

Profitability & Cost Analysis

Margin & break-even analysis, pricing advice

Capital & Funding Guidance

Loan & investor prep, grant tracking

Internal Controls & Process Improvement

SOPs, audit readiness, expense controls

Advisory & Leadership

Board reports, executive support, strategic meetings

Software Integration & Automation

QuickBooks/Xero setup & reporting automation

Advisory & Bookkeeping Service Packages

Packages & Pricing

Every engagement starts with a clear picture of where your finances stand. From there, choose the level of leadership your organization needs. All retainers are month-to-month after an initial 6-month term.

$2,500 one-time

Review of books, internal controls, cash position and audit risk
Written findings report
60-minute results meeting with a recommended plan

Starting at $3,800 per month

Monthly close review and financial statements
13-week cash flow forecast
KPI dashboard
Budget vs. actual reporting
Monthly leadership meeting

Starting at $5,500 per month

Everything in Fractional Controller, plus annual budget and forecasting
Board and finance committee reporting and attendance
Audit, lender and regulator lead
Strategic and growth planning
Quarterly planning session

Popular

Note The assessment fee is credited toward your first month if you start a retainer within 30 days.

Add-on services

Add these to any package, or engage us for a single project.

Audit and Single Audit readiness

Schedules, reconciliations and support so your auditors finish on time, including federal Single Audit preparation.

Form 990 review

Review and preparation support for your nonprofit’s Form 990 before it goes to your preparer and board.

Grant compliance setup

Grant tracking, cost allocation and reporting systems that hold up to funder and auditor review.

Bookkeeping cleanup

Catch-up and cleanup of books in QuickBooks or Xero so monthly reporting starts on a clean foundation.

Payroll administration

Payroll processing and reconciliation, ADP setup and earning codes, union pension and dues reporting, and payroll tax filings review. Pricing based on number of employees and payroll complexity.

Tier

Who it fits

Price

Essential Payroll

Up to 25 employees, one pay schedule, one state, standard salary and hourly pay.

$1,200/month

Complex Payroll

Union or per-engagement pay, pension and dues reporting, multiple pay rates, or up to 100 payees.

$1,800 to $2,500/month

Custom Payroll

100+ payees, multiple states, or payroll system setup or migration.

Custom quote

Note Off-cycle or additional payroll runs are $150 each. System setup and year-end cleanup are quoted as one-time projects.

Not Sure If You Need a CFO?

Download our free checklist: “5 Signs Your Organization Needs a Fractional CFO