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Have Initial Questions? We Have Answers

What kinds of nonprofits do you work with?

We partner with a wide range of mission-driven organizations—everything from grassroots community programs to national nonprofits. If you’re a nonprofit working to make an impact, there’s a good chance we can help.

I’m not sure what services I need yet. Can I still reach out?

Absolutely. Many of our clients come to us with questions, not checklists. Whether you need ongoing support or just want to talk through a challenge, we’re happy to have a conversation and point you in the right direction.

Where can I learn more about the services you offer?

You can explore our CFO Services page to see how we support nonprofits with bookkeeping, grant management, budgeting, audit prep, and more. If you’re not sure what’s right for you, just reach out—we’ll walk you through it.

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 $750,000 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!

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Maria Louisa Cerrato profile picture
Maria Louisa Cerrato
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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 profile picture
John Watkins
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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 profile picture
Brenda Herold Board Treasurer
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Outstanding partnership for on-boarding and outlining path for the future.
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Bridget Alexander profile picture
Bridget Alexander
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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 profile picture
Amy Zirneklis
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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 profile picture
Aja Osita
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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 profile picture
Austin Carr
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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 profile picture
Holly Mahoney
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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.
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Is The Charity CFO right for me?

We work exclusively with micro to midsize nonprofits. In most cases, organizations with at least $750,000 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!