We run your finance function so your ED can run the mission. Board-ready financials, audit-ready books, and a real CFO in your corner — for nonprofits with $500K–$10M in revenue.
The firm is nonprofit-only. The founder's career isn't — a decade across real estate and tech taught us how high-performing finance functions actually run. We brought that operating bar to a sector that rarely gets it.
We open the hood on every system that touches a dollar — and rebuild the ones that are leaking time, money, or trust.
Everything a CFO is responsible for reviewing — done weekly, not waved at once a quarter.
The technical work most small nonprofits get wrong — and pay for later in penalties, findings, or lost grants.
We don't just clean it up — we make sure it stays clean, with smaller staff, lower hours, and a team that levels up.
Not sure which fits? Most $1M–$3M nonprofits start with Tier 01. Most $3M+ orgs need Tier 02. Project work is for one-off needs — audit prep, fiscal policy rebuilds, federal grant setup.
Adult supervision on your existing bookkeeper. Tight controls, clean books, no surprises.
The full CFO function for the orgs that need it. Embedded in your team, accountable to your board.
Fixed scope, fixed fee. One problem, one deliverable. The fastest way to see how we work.
Taimoor Shakeel, Managing Partner. 10+ years in finance and operations across nonprofits, real estate, and tech. Built and led finance functions for organizations managing federal grants up to $44M, prepped multiple 501(c)(3)s through clean audits with zero findings, and rebuilt fiscal policies for boards inheriting messes.
Started this firm because nonprofits deserve the same caliber of CFO that for-profits take for granted — without the for-profit price tag.
A bookkeeper records what happened. A CFO tells you what to do next. If you're managing federal grants, prepping for an audit, or building a board packet — you need both. We work alongside your bookkeeper. If your annual revenue is under $500K and there are no federal grants in the mix, you probably don't need us yet — a good bookkeeper is enough.
No. We work above the bookkeeper, not instead of them. Tighter close, cleaner books, fewer surprises. Most clients keep their existing bookkeeping and add us as the layer that reviews the work, builds the systems, and talks to the board. If your bookkeeper isn't the right fit, we'll tell you.
Most of our clients couldn't either — that's why fractional exists. Tier 01 starts at $1,500/month: less than a junior staff hire, far less than a botched audit costs. If you're already spending $80K+ on a senior accountant who isn't strategic, or losing weeks to a slow audit every year, our Tier 02 retainer typically costs less than the alternative. We'll lay out the math on the discovery call.
Yes — that's our specialty. Uniform Guidance, Single Audit readiness, indirect cost rates, drawdown timing, allowable cost classification. We've managed multi-million-dollar federal streams, including a $44M DOE program end-to-end — and we'll bring that playbook to yours.
Diagnostic. We open the books, the audit file, the grant agreements, the close checklist. You get a written assessment of what's working, what's broken, and what's a quiet liability — within the first two weeks. Then we stabilize before we systematize.
Most retainer engagements run 12 months minimum — we're an ongoing fractional CFO partner, not hit-and-run consulting. Building good systems takes time, and the function stays embedded as the org grows. Project engagements are fixed scope, anywhere from 4–12 weeks.
Tell us where the books are messy, where the board is asking hard questions, where the audit is about to go sideways. We'll tell you — honestly — whether we’re the right fit.