Nonprofit financial management requires balancing needs from fundraising, compliance, and programs while planning months in advance and then updating for day by day changes, all without losing sight of the organization’s mission.
Daniel Weaver, CPA started CFO Leverage after gaining over 7 years leadership experience at a nonprofit rescue mission, with a prior background in public accounting. He has experience planning for programs’ financial needs and scheduling capital expenditures, as well as the day to day activities of keeping invoices paid and donations deposited, all with a focus on supporting the front-line employees engaged in their work of compassionate ministry.
If you would like to speak with Daniel or his team about your nonprofit’s financial administration needs, whether basic compliance, strategic CFO support, special administrative roles, or any other finance and back office administration projects, please reach out.
These are how we generally structure our service packages.
Compliance
Ideal for Nonprofits under $1 million revenue needing a part time bookkeeper.
Compliance Includes:
- Monthly Bookkeeping
- Monthly Reconciliation
- Restricted Gift Tracking
- State Charitable Solicitation Filings
- Unlimited Email Support
- Monthly Finance Report via Video
Strategic
Suited for Nonprofits over $1 million in revenue needing a part time controller or CFO.
Everything in Compliance, plus:
- Budgeting
- Cash Flow Management
- Board Level Reporting
- Capital Expenditure Planning
- Phone Support
- Weekly Virtual Meeting
Optional Add-Ons
Customize your package and only pay for the items you need.
Customize your options from Compliance or Strategic Packages, and/or other additional support options, such as:
- Governmental and Grant Reporting
- Accounts Payable Entry and Administration
- Vendor Contract Management
- Payroll Administration
- Donation Entry and Revenue Administration