Testimonials

We’re proud to let our clients do the talking.

Client Impact Story

Rebuilding Financial Clarity After Years of Inconsistency

United Way Space Coast is a long-standing organization with a big mission—but prior to partnering with The Charity CFO, its financial operations hadn’t kept pace with its impact.

The Charity CFO stepped in with the systems, staffing, and strategy to rebuild financial clarity—without requiring a costly full-time hire.

Leadership now has full visibility and trust in how donor dollars
are managed.

Uwsc

“We couldn’t afford to hire someone full-time with this level of expertise. But with The Charity CFO, we didn’t have to.”

Emily Orndorf
Chief Operating Officer

Trusted by Nonprofits Doing the Real Work

From food banks and youth programs to animal rescues and advocacy organizations, our clients span every corner of the nonprofit sector. What do they all have in common? A need for clear, dependable financial support—and a team that actually understands what it takes to do this work every day. Below are just a few of the stories shared by the leaders at organizations we’re proud to support.

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“It’s a pleasure to acknowledge the excellent team that we’ve worked with at The Charity CFO. From the sales team to the onboarding team to the client services team, the level of professionalism, competence, and courtesy has been impressive. Our organization consistently receives outstanding service, solid advice, and prompt responses to our questions and requests. Everyone in our leadership group knows how I feel about The Charity CFO.”

Rob GarberAdministrative Director, New York Psychoanalytic Society and Institute
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Each person who works at The Charity CFO is a treasure. They are always professional, caring, and provide the most exceptional service. Our books are perfect and our taxes are done. I could go on and on all day about how lucky we are to have found them … If you want the best bookkeeping and tax preparation in the entire world, then you found them!

Cathi Rodgveller
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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
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The Charity CFO team is THE resource for nonprofit accounting. They are so knowledgeable and efficient, I highly recommend working with them!

Julie Herres
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Really cares for their nonprofit clients. They have the technical acumen to work with their clients, while also having the grace/understanding to work with those who serve their community.

Josh Freese
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Tosha and her entire team are amazing! They are so kind and hard-working. I love working with them. I strongly recommend them to anyone because they will work their hardest to help you out.

Margaret Moran
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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.

Austin Carr

Want to Read More—or Share Your Own Experience?

We’re always grateful for the feedback we receive. If you’d like to see more of what clients are saying—or leave a review of your own—we’d love to hear from you.

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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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Frequently Asked Questions

Absolutely! We’d love to hear from you. Just follow the link above to leave a review on Google and let others know how The Charity CFO has supported your organization.

We work with nonprofits of all sizes and types—from direct service providers to churches, advocacy groups, and beyond. You can explore our industry-specific services on our industries page.

If you’re looking for reliable financial systems, clearer reporting, or support managing grants and audits, there’s a good chance we can help. Check out our CFO services or schedule a call to talk through your needs.

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Let’s Make Your Mission Easier to Manage