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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we offer


perfect for doing it yourself
  • Policy & Procedure Templates
  • OSV Checklists
  • Accounting Spreadsheets
  • Custom Workflow Forms

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

Strategy & Planning

management & C-Suite advisory
  • Board Development
  • Business Development
  • Mock Operational Site Visit
  • Operational Effectiveness
  • Policies & Procedures
  • Strategic Partnerships
  • Workflow Optimization
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.
330 guru conference call

Let's find the right guru
for your organizational goals

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