Strategic Finance | Nonprofit Financial Management
Strengthen Your Nonprofit’s Financial Strategy
Our Strategic Financial Services are designed for organizations that have reliable day-to-day accounting processes but need high-level financial strategy, board communication, and deeper analyses to drive sustainable growth and informed decision-making.
Nonprofit Financial Strategy & Consultation
Nonprofits require more than just bookkeeping—they need insightful financial leadership to navigate budgeting, forecasting, and financial planning. Our CFOs bring deep expertise to help you assess your financial position, communicate effectively with stakeholders, and develop long-term strategies for financial health.
Monthly Services:
- Financial Analysis and Consultation
- Board and Finance Committee Communication – (written reports, meeting attendance)
- Cash Flow and Liquidity Analysis
Periodic Services:
- Annual Budget Leadership
- Forecasting (revenue, expenses, cash flow)
- Cost Allocation Schema Development
- Advanced Audit Support (schedule preparation response to management letters or other communications)
- Custom Financial Reporting Design and Consultation
Monthly Services
- Financial Analysis and Consultation
- Board and Finance Committee
- Communication – (written reports, meeting attendance)
- Cash Flow and Liquidity Analysis
Periodic Services
- Annual Budget Leadership
- Forecasting (revenue, expenses, cash flow)
- Cost Allocation Schema Development
- Advanced Audit Support (schedule preparation, response to management letters or other communications)
- Custom Financial Reporting Design and Consultation
Why Choose Our Strategic Finance Solution?
Work with experienced financial professionals who specialize in nonprofit financial management.
Your data becomes a planning and fundraising tool, yielding insights that support confident leadership and informed board engagement.
We’ll take the time to get to know your organization, meeting regularly with executive leadership and offering clear, jargon-free insights.
Get tailored financial analysis and reporting to fit your organization’s unique needs.
Need More Support? Explore Our Full Range of Services
If you’re looking for support for your day-to-day accounting we offer a range of solutions tailored to your nonprofit’s needs. From bookkeeping to grant management, our team has the expertise and support you need to strengthen your financial operations.
Frequently Asked Questions (FAQ)
Do you handle transactional entry?
No. Our Strategic Finance services do not include entry of accounts payable, accounts receivable, or payroll.
Do you perform month-end close and reconciliations?
No, these remain the responsibility of your day-to-day accounting team.
Are routine financial reports included?
We do not produce routine monthly reports, but we can help develop or refine custom reporting templates if needed.
Learn How Shared Financial Services Can Assist Your Nonprofit
Contact us today for a consultation and learn how we can help your nonprofit achieve financial stability and free your staff to focus on your mission.