Caring for people starts with systems that support your work behind the scenes.
Funding for health and human services often comes through complex reimbursement-based grants—whether tied to Medicaid waivers, SAMHSA programs, or state and local initiatives. Each funding stream has its own rules, timelines, and documentation demands.
The Charity CFO helps organizations like yours build a strong financial infrastructure, without losing sight of the mission. We offer:
We’re not just here to balance the books—we’re here to support your mission with smart, reliable systems that make sense for how you work.
The Charity CFO team has helped take our accounting to the next level. As someone who is incredibly efficient, I’ve greatly appreciated their efficiency, and the efficiencies they’ve brought to our organization through their expertise. It helps that the team is also friendly and professional!
– Grace Grant, Gamma Iota Sigma
Working in health and human services means operating within one of the most tightly regulated, cost-sensitive nonprofit sectors out there. From hospice and disability support to mental health counseling and substance abuse treatment, your financial systems need to handle complexity without slowing you down.
The Charity CFO manages the timing and accuracy of third-party reimbursements, align your financial reports with program outcomes, and navigate the overlap of earned income, government grants, and private donations. Our team brings the experience, structure, and insight to support both your mission and your operations—so you’re not choosing between compliance and compassion.
Can you help us with Medicaid and private insurance billing?
We don’t provide billing services for Medicaid, Medicare, or private insurance. However, many of our clients handle their own billing internally—and we work closely with those systems to ensure that copies of invoices are captured, payments are applied properly, and all revenue is accurately reflected in your accounting system.
Where we do step in is with reimbursement-based grants, especially those tied to actual costs. Because we track those expenses in real time through your accounting system, we’re well-positioned to generate funder-ready reports and reimbursement requests that are clean, complete, and audit-ready.
Do you support organizations that receive SAMHSA or other federal grants?
Absolutely. We work with many health and human services organizations funded through HHS (including SAMHSA) and other federal agencies, including programs like CCBHC, CSBG, Family Violence Prevention, and rural health initiatives.
We help you track spending across complex funding streams, stay aligned with grant restrictions, and prepare for audits—whether your funding comes from federal, state, or blended public sources. From cost allocations to documentation, our systems are built to help you meet funder expectations without overwhelming your team.
Can you help us separate program and administrative costs?
Yes. We help organizations accurately allocate costs across program, administrative, and fundraising functions for audit and reporting purposes—including preparation for your Form 990 and grant-specific reporting.
We also support the proper tracking and reporting of indirect costs, ensuring you’re in compliance with the terms of your funding agreements. Whether you’re using a negotiated indirect cost rate or applying a simplified method, we’ll help you stay consistent, compliant, and well-documented.
Client Success Story
The Problem
When Corisa joined Burn Prevention Network, she found an organization doing meaningful, life-changing work—but struggling behind the scenes with systems that couldn’t support its mission. The chart of accounts was confusing and duplicative. Financial statements were inconsistent and difficult to trust.
While the internal team was committed, Burn Prevention Network didn’t have the capacity to hire a full-time finance leader. But it was clear that without nonprofit expertise and structure, the organization would continue facing risks and roadblocks.
The Solution
To rebuild clarity, structure, and trust in the numbers, Burn Prevention Network partnered with The Charity CFO. We brought a team-based approach that delivered the expertise of a full finance department at a fraction of the cost of a full-time hire. From day one, we worked to modernize and streamline the organization’s financial foundation. This included:
Our goal was to create financial systems and structure that matched the strength of the mission.
The Impact
With stronger systems and expert guidance in place, Burn Prevention Network now operates with clarity, accuracy, and the confidence needed to support long-term sustainability. The improvements created meaningful change across the organization, including:
As Corisa shared:
“More nonprofits should be working with a team like The Charity CFO. This work is too complex for generalists—and your team actually follows through.”
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