Grant Management Services

Grants can fuel your mission—but only if they’re tracked, reported, and managed the right way.

Take the Guesswork Out of Grant Compliance and Reporting

Grants are powerful tools, but they come with strings attached. From complex reporting requirements to restrictions on how funds can be spent, managing grants effectively requires more than good intentions. It takes a process, a strategy, and a team that understands the nonprofit funding landscape.

At The Charity CFO, our grant management services help you track every dollar, stay compliant, and build smarter budgets that align with both your mission and your funders. We’re not fundraisers—but we are financial management experts who know how to make grants work for you, not against you.

What Is Grant Management, Really?

Hint: It’s more than submitting reports. The grant management process involves everything that happens after the award letter comes in. It’s the art of tracking, budgeting, adjusting, and reporting—while ensuring compliance every step of the way. We support your organization by:

  • Crafting customized, dynamic budgets for new or existing grants

  • Identifying gaps in your budget that aren’t currently covered by restricted funding

  • Tracking restricted funds through day-to-day bookkeeping

  • Providing monthly or periodic financial reports that align with grant requirements

  • Supporting compliance with spending restrictions, timelines, and allowable costs

  • Collaborating with your team to ensure grant expenses are properly classified

We don’t just help you stay in compliance—we help you stay ahead.

Grant Management Services Designed for Your Nonprofit’s Growth

Whether you’ve been managing grants for years or just secured your first award, our grant management services scale with your needs. We pair everyday financial tracking with strategic support so you always know where your grant stands—and how it fits into your larger financial picture.

  • Budgeting With Confidence

    We help develop grant budgets that are both funder-friendly and operationally sound. If there’s a gap or overlap, we’ll spot it and solve it.

  • Real-Time Tracking

    Our team works behind the scenes to keep your financial records up to date to make sure your grant data is always audit-ready.

  • Ensuring Compliance

    You manage the deadlines and funder communications, and we make sure the numbers are ready to go—so when it’s time to report, your team has everything you need.

  • Support From a Nonprofit Financial Advisor

    Our CFOs act as your personal nonprofit financial advisor, providing insights that help guide spending decisions and long-term planning.

Make Grant Management One Less Thing to Worry About

Let’s take the pressure off your team—so your grants work for your mission, not the other way around.

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Comment Quote

The folks at The Charity CFO have been amazing! [They] got up to speed on our rather complex mix of grants and programs quickly and offered sound advice for ways to streamline our systems.

– Joseph Przyperhart

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Grant Management Services That Move With You

Your funding changes. So do your programs, your team, and your capacity. That’s why our grant management services are flexible, scalable, and always tailored to your goals. We meet you where you are—whether you’re preparing your first budget or juggling a dozen multi-year awards. With clear tracking, dynamic budgeting, and expert oversight, we help you stay confident through every stage of your grant’s life cycle.

Frequently Asked Questions About Our Grant Management Services

No. We’re not a fundraising firm or grant writer. Our focus is on what happens after the grant is awarded—tracking, budgeting, compliance, and reporting.

We primarily use QuickBooks Online, Dext, Divvy, and BILL to manage day-to-day tracking, approvals, and reporting. If you’re already using one or more of these tools, great—we’ll jump right in. If not, we can help integrate the systems that make the most sense for your organization.

Yes! We’re experienced in managing complex federal and state grants, including those with strict compliance and reporting requirements.

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Let’s Make Your Mission Easier to Manage

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