Remote CFOs helping you stop funding loss closures grant denials failed audits

Our resources and expert consulting improves financial performance, regulatory compliance and operational excellence of non-profits.

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what
we offer

Templates

perfect for doing it yourself

• Policy & Procedure Templates
• OSV Checklists
• Accounting Spreadsheets
• Custom Workflow Forms

Buy Templates

CFO Coaching

get your finances together

• HRSA Readiness
• Revenue Cycle Reviews
• Budgeting
• Cash Flow Projections
• Audit Preparation
• Cost Report Preparation
• Statement Reconciliation
• Medicaid & Medicare Billing

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Popular

Strategy & Planning

management & C-Suite advisory

• Board Development
• Business Development
• Mock Operational Site Visit
• Operational Effectiveness
• Policies & Procedures
• Strategic Partnerships
• Workflow Optimization

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Hire the best gurus

The best grant and governance gurus working virtually and in-person to overcome your challenges

We fuse technology with human expertise to ensure non-profits, FQHCs, and public-benefit companies can pass the requirements set by HRSA, BPHC, endowments, and other grant funders.

• Technology with a human touch

• Your choice of video meetings or in-person visits with compliance experts to find solutions to your needs.

• Tailored to your organization

• We identify and create solutions for your unique accounting, strategy, and organization challenges.

• Always access your files

• Download and share checklists, presentations, and other documents from our team.

• Urgent Help

• Just discovered problems that will stop your funding? Our Urgent Help team is here to help.

Let's find the right guru
for your organizational goals

Answer a few questions to discover the best options for your operational strategy