About Us
We help nonprofit leaders gain financial clarity, streamline operations, and stay focused on serving their communities.
We help nonprofit leaders gain financial clarity, streamline operations, and stay focused on serving their communities.
Nonprofits do incredible work—but too often, the back office tells a different story. Messy books, staff turnover, outdated systems, and not enough resources can turn financials into a constant source of stress. We started The Charity CFO because we’ve seen that struggle up close, so we built something different: a people-first, mission-aligned team that meets nonprofits where they are and helps them get where they’re going.
Our fractional CFO model was designed specifically for this sector, giving nonprofits access to real financial leadership, without the overhead of a full-time hire. It’s the kind of partnership that brings order to the chaos, strategy to the table, and clarity to your mission.
We’re not a one-size-fits-all firm, and we’re definitely not just bookkeepers. We’re strategic partners who understand what it’s like to run lean, juggle grant deadlines, prep for audits, and stretch every dollar to make an impact.
We’ve brought together a growing team of professionals with diverse backgrounds in finance, accounting, and operations—many from the for-profit world—who now focus solely on helping nonprofits thrive. We know how high the stakes are for mission-based organizations, and we’re proud to offer clear answers, steady support, and a team that genuinely cares about your cause.
We’re proud of the results we deliver, but we’re even more proud of the relationships we build along the way. Hear firsthand how we’ve helped nonprofits clean up their books, regain control, and move forward with confidence.
The right financial partner can change everything, and it starts with the right people. Get to know the team that’s ready to roll up their sleeves, dig into your numbers, and help your nonprofit thrive.
Founder + Managing Partner
Director of Onboarding
CFO
CFO
From process to planning, we’re here to help you take control of your finances. Our team offers hands-on support in bookkeeping, accounting, grant management, and more—all tailored specifically for nonprofits. Explore the tools, insights, and services designed to help you lead with confidence.
Find out how we guide you from financial fog to full clarity with a streamlined onboarding and ongoing support model.
From education to human services to animal welfare, we work across nonprofit sectors to deliver high-impact results.
Access data, FAQs, and downloadable guides that help nonprofit leaders manage finances with confidence.
Gain expert insights, tips, and thought leadership tailored for the nonprofit sector—updated regularly.