The Charity CFO

We hired the Charity CFO to handle the accounting and auditing for our small Men’s Ministry organization. We have finished the onboarding process, which was very thorough and extremely well managed. Their proposal stood out to us from the competitive solutions we reviewed, simply because it was detailed in how it articulated the onboarding process. And they certainly delivered on that process! Please consider this review a testimonial for their onboarding and startup of services- if they execute as well on their services, we are in good hands.

I had a very positive experience with the onboarding process. The team was professional and knowledgeable, and I want to extend my gratitude to Brian and Martin for their support and assistance. I appreciated how promptly they responded to all my emails and calls, addressing my questions and requests for help in a timely manner. Their excellent customer service made the onboarding process much easier for me. I’m looking forward to budgeting for the upcoming fiscal year. Thank you!

The CharityCFO team has been a great thought partner as we have sought to establish new financial structures, workflows, and reporting. They have helped us tremendously in such a short time refine our organizational finances. They have taken so much off our plate that we are able to focus on other things and can trust they will manage the workflows we co-created.

The folks at The Charity CFO have been amazing! As a mid-sized nonprofit our finances are complex and finding a finance director with expertise in nonprofit accounting has been challenging. Tim at The Charity CFO was wonderful to work with. He got up to speed on our rather complex mix of grants and program quickly and offered sound advice for ways to streamline our systems. His expertise is impressive and I really appreciated his ability to explain finances in straightforward, understandable language. Angie and Pat have been amazing as well. They are responsive, professional and knowledgeable. I feel confident that our finances are in great shape.

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.