About Us

We help nonprofit leaders gain financial clarity, streamline operations, and stay focused on serving their communities.

A Company Built for Mission-Based Organizations

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 Messy books, staff turnover, outdated systems, and not enough resources can turn financials into a constant source of stress.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.

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Expertise You Can Count On—From People Who Care

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.

Hear From the Nonprofits We Serve

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.

Read More Testimonials

      
   The Charity CFO, LLC
   42 Google reviews 
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   Maria Louisa Cerrato 
 
 
 
 Trustindex verifies that the original source of the review is Google. We've had a great experience so far! Starting out, they were very responsive and willing to answer all of our questions thoroughly, and were patient and understanding when we had to make adjustments to our contract as roles shifted within our organization. We use them for both our 501(c)4 and 501(c)3 and we're so excited that their expertise frees up our capacity to dedicate more time and energy to our mission and not stress the intricate details of the accounting world.
  
 
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   John Watkins 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Charity CFO has been an absolute pleasure. Their professionalism, responsiveness, and flexibility have been exceptional. We truly appreciate their dedication and support. Thank you, Charity CFO, for everything you do!
  
 
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   Brenda Herold Board Treasurer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Outstanding partnership for on-boarding and outlining path for the future.
  
 
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   Bridget Alexander 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Charity CFO has improved our systems, been supportive as we create them, and brought loads of expertise. I feel very confident that our fiscal process is sound and honoring funder protocols. The timeliness also has meant our claims go out on time and with backing documentation in good order. It’s rare for an agency to so come through so thoroughly on their promises- TCCFO does. This is complex work and when occasional issues arise, they are accountable, responsive, and make things right immediately. They also are patient in educating us when the accountability needs to come from our side.  It has been a game changer for our nonprofit and critical is allowing us to manage growth and the braiding of funding streams.
  
 
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   Amy Zirneklis 
 
 
 
 Trustindex verifies that the original source of the review is Google. The excellent communication at each stage of the onboarding processes sets the rest of the workflow up for great success.
  
 
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   Aja Osita 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Charity CFO team is excellent! Our organization made the transition so easy from our paper-based processes to automated expense collection and AP. The team is responsive and knowledgeable. I am so grateful for the support and expertise that we get from working with TCCFO!
  
 
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   Austin Carr 
 
 
 
 Trustindex verifies that the original source of the review is Google. TCCFO is professional and flexible. Exactly what our start up organization needed and continues to help us as we've grown exponentially
  
 
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   Holly Mahoney 
 
 
 
 Trustindex verifies that the original source of the review is Google. Charity CFO is an amazing firm, they were able to sort through our financial records and clean them up.  They were great at communicating and explaining everything throughout the process.  I highly recommend this firm.
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Meet the People Behind the Numbers

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.

Meet Your Future Team

Tosha Anderson, CPA

Founder + Managing Partner

David Steffens

Director of Finance and Operations

Pat Fisher

CFO

Debra Downey

Director of Onboarding

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Tune Into Our Podcast

Want real-world nonprofit advice from people who’ve been there? Our podcast shares behind-the-scenes insights and expert perspectives on the financial challenges you’re navigating. Tune in to learn how real organizations are solving real financial challenges—and how you can, too.

Listen to Our Podcast

Explore More From The Charity 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.

Our Process

Find out how we guide you from financial fog to full clarity with a streamlined onboarding and ongoing support model.

Discover How We Work

Who We Serve

From education to human services to animal welfare, we work across nonprofit sectors to deliver high-impact results.

Explore Our Industries

Resources

Access data, FAQs, and downloadable guides that help nonprofit leaders manage finances with confidence.

Browse Our Resources

Blog

Gain expert insights, tips, and thought leadership tailored for the nonprofit sector—updated regularly.

Read Our Blog

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