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Tell us how we can help!

Request a consultation and discover how we can help you fulfill your mission.

How does this work?

Submit the contact form and we’ll reach out to you within 1 business day to schedule a consultation where we’ll review your current accounting situation and determine what services you need to make your business run smoothly.

How much does it cost?

After the call, you’ll receive a customized proposal that ensures you get all the services you need, without paying for anything you don’t need. Our contracts are a flat-rate monthly fee (with no hourly billing or hourly limits). So you can budget your accounting expense without worrying about end-of-month “surprises.”

Is The Charity CFO right for me?

We work exclusively with micro to midsize nonprofits. In most cases, organizations with at least $200,000 in annual expenses (or expect to get there soon) are the best fit to work with us. Still not sure? Just reach out and we’ll let you know if we’re a good fit.

When can we start?

We have limited spots available to onboard new clients each month. And since we have a 99% partner retention rate, extra spots don’t open up often. For your best chance of getting started as soon as possible, request your consultation today!

Request a free consultation

Please fill out the form as completely as possible and share anything that will help us get the most out of our time together.

How does this work?

After you submit the form, we’ll reach out to you within 1 business day to schedule your consultation. During your consultation, we’ll review your current situation and discuss what you need to run your business effectively.

After the call, we’ll send you a customized proposal based on your needs to be sure you get all the services you need (and don’t pay for anything that you don’t need).

All of our contracts are based on a flat-rate monthly fee, with no hourly billing or hourly limits. So you can budget accounting expense effectively with no end-of-month “surprises.”

Is The Charity CFO right for me?

We work exclusively with micro to midsize nonprofits. In most cases, organizations with at least $200,000 in annual expenses (or expect to get there soon) are the best fit to work with us.

If you’re still not sure if we’re right for you, just reach out! We’ll let you know if we’re a good fit to work together.

Is The Charity CFO right for me?

We have limited spots available to onboard new clients each month. And since we have a 99% partner retention rate, extra spots don’t open up often.

For your best chance of getting started as soon as possible, don’t wait—request your consultation today!

Extremely satisfied. A positive, help-first attitude

We have been extremely satisfied with the outcome, the work, and the communication. Tosha and her team have a positive, help-first orientation for their clients and have never backed down from a challenge.

Sarah Lahman
CEO
Annie Malone

NONPROFIT ACCOUNTING RESOURCES

Learn and grow with The Charity CFO!

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