Helping those who help others—with clarity, strategy, and expert support
Human and social service organizations are some of the most impactful nonprofits out there—and also some of the most financially complex. With multiple funding streams, strict compliance rules, and constant audit scrutiny, you need a financial team that understands your world.
At The Charity CFO, we support a wide range of human and social service providers—from housing and food access programs to victim advocacy, disability services, and beyond. We help you stay compliant, plan ahead, and report with confidence, so you can keep your mission moving forward.
Whether you’re juggling federal grants, valuing donated goods, or preparing for an audit, our team is here to help your human and social services organization stay focused on what matters most: the mission.
Human and social services organizations juggle more than just mission-driven programs—you’re managing a web of funding sources, compliance rules, and reporting demands that never stop shifting. You might be navigating:
Our team brings experience with all of the above. We help you build systems that track the details, stay audit-ready, and give your team the clarity they need to focus on your mission.
The folks at The Charity CFO have been amazing! [Their] expertise is impressive, and I really appreciated [their] ability to explain finances in straightforward, understandable language.
– Joseph Przyperhart, Vermont Adult Learning
Can you help us with HUD or HHS grants?
Yes. We have extensive experience managing compliance and reporting for federally funded programs, including those from HUD and HHS. Our team supports organizations funded through programs like Continuum of Care (CoC), Emergency Solutions Grants (ESG), Supportive Housing, Head Start and Early Head Start, CCDBG, CSBG, and Temporary Assistance for Needy Families (TANF).
We help ensure your expenses are properly tracked, your reports align with funder requirements, and your records are audit-ready year-round—even when you’re juggling multiple funding sources and complex cost allocations.
Do you handle valuation of donated goods and services?
Yes. We help nonprofits establish consistent, GAAP-compliant methods for tracking and valuing in-kind contributions—also known as donated goods and services. This is especially important for direct-service organizations like food banks, shelters, and clothing ministries, where donated items can make up a significant portion of program activity.
In-kind contributions can include:
We’ll help you set up valuation policies, track contributions accurately, and document everything clearly for both funders and auditors—so your financial statements fully reflect the value of support your organization receives.
What size organizations do you work with in human and social services?
We work with a wide range of organizations—from grassroots service providers to large, multi-program agencies with government contracts and Medicaid funding.
While most of our clients have annual budgets of $750,000 or more, size isn’t the only factor. Many come to us when their financial needs become more complex—whether they’re managing federal and state grants, preparing for audits, or navigating a leadership or staffing transition.
If your organization is growing, restructuring, or simply needs stronger financial oversight, we’re built to help you handle the next phase with confidence.
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