Outsourced CFO for Non-Profits

Expert Financial and Administrative Services

We’ll Help You Succeed

At CFO Leverage, we understand that every nonprofit faces unique challenges, which is why we’ve crafted specialized service packages designed to meet your specific needs. Whether you’re a small community-focused organization or a large, grant-funded entity, our tiered service plans provide scalable solutions to enhance your financial management and operational efficiency. Each plan builds on a foundation of essential services, ensuring seamless integration and comprehensive support as your organization grows and evolves. From basic bookkeeping to high-level financial strategy and additional custom options, we are here to assist you every step of the way, ensuring you have the right tools and expertise to achieve your mission.

Our Service Plans

Compliance

Ideal for Nonprofits under $1 million revenue needing a part time bookkeeper.

This plan includes:

  • Monthly Bookkeeping
  • Monthly Reconciliation
  • Restricted Gift Tracking
  • State Charitable Solicitation Filings
  • Unlimited Email Support
  • Monthly Finance Report via Video

Strategic

Suited for nonprofits over $1 million in revenue needing a part time controller or CFO.

Everything in the previous plan, plus:

  • Budgeting
  • Cash Flow Management
  • Board Level Reporting
  • Capital Expenditure Planning
  • Phone Support
  • Weekly Virtual Meeting

Optional Add-Ons

Customize your package and only pay for the items you need.

Supplement you Compliance or Strategic plan with these additional support options:

  • Governmental and Grant Reporting
  • Accounts Payable Entry and Administration
  • Vendor Contract Management
  • Payroll Administration
  • Donation Entry and Revenue Administration

Ready for the next step?

Let us handle the complexities of financial management so you can focus on what matters most—your mission.