Formulating the Future Direction of Mission-Driven Organizations

We partner with a variety of clients and offer a wide range of services for both short-term and long-term engagements.

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Browse Our Full Suite of Services

Fractional CFO Services

  • We’re here to help you align your financial strategy and decisions with your goals.

    When it’s challenging for you to dedicate time to important initiatives, such as the integration of advanced analytics and transformation of financial and accounting functions, we can provide highly capable external support.

    We can advise on financial value creation and optimization, including major transformation projects and strategic initiatives as well as digitization and automation of the finance function.

  • Establishing structured budgeting, forecasting, and financial modeling best practices are paramount to learning and iterating towards a more accurate understanding of your goals. We provide a set of planning, forecasting, budgeting, and analytical activities that support your organization’s major decisions and overall financial health.

    Bottom line - we align your budget and future forecasts to your organizational strategic plan and priorities.

  • We ensure accurate and timely financial reporting.

    We will develop effective and easy-to-read financial reports and dashboards to help you track, analyze, and report your financial position, allowing you, your funders, investors, and leaders to make informed decisions about how to manage the organization. We will identify and track appropriate KPIs to examine resource usage, cash flow, organizational impact, and your financial health.

  • We help manage cash flow, liquidity, and funding requirements.

    We will build a custom tool and process tailored to your organization to provide you full transparency into every dollar that enters and exits your bank account.

  • For start-up or transitioning organizations that have limited to no finance and operational infrastructure, we will work with you to assess and establish accounting best practices, strong internal controls, FP&A best practices, effective accounts payable and receivable management, revenue recognition, treasury and investment policies, processes, and procedures.

Accounting & Bookkeeping

  • From AP and AR processing to managing your entire monthly close process, we’re here to record and keep track of your organization’s financial transactions.

  • We will record, adjust and correct journal entries to maintain the accuracy of the general ledger and ensure the reliability of the organization's financial statements in compliance with Generally Accepted Accounting Principles (GAAP).

  • Work with us to ensure your organization’s objectives in operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations and policies are in accordance with Generally Accepted Accounting Principles (GAAP)

  • We’ll take care of processing your payroll timely and accurately and ensure all compliance and regulatory requirements are met, including 1099 processing and filing.

  • We will develop, maintain, and implement your financial and accounting policies and procedures, outlining all of the pertinent accounting rules, procedures, and guidelines for your organization.

Nonprofit Finance

  • We will take over the oversight of your annual audit and IRS filings. We serve as the liaison between your auditors and tax accountants and internal leadership.

  • Not only are we strategic thought-partners to internal leadership, we will work with your Board to report on the financial performance of the organization, including regular updates on financial risks and opportunities.

    We will also lead your Finance Committee, Audit Committee, and Investment Committee, collaborating with other Board members to provide strategic financial guidance and support to the organization.

    We will represent the organization at internal and external events and meetings, providing financial guidance and support as needed.

  • We will work with you to ensure compliance with all local, state, federal, financial reporting, and regulatory requirements, including tax filings, audits, and other reporting requirements.

    We will manage relationships with external partners, including banks, auditors, and other financial service providers.

  • If your Statement of Activities has gotten out of hand as you've scaled, let us help you establish fiscal governance, renegotiate contracts, and restructure your operating expenses and expense allocations.

  • We will support every aspect of a grant's lifecycle, from preparing budgets during pre-award through post-award grant closeout and ongoing metric reporting and spend down analysis. We’re experts at bridging the gap between your Fundraising and Finance teams.

Interim Executive

  • Count on us to provide consulting services to leadership teams, founders & CEOs on effective financial management and decision-making. We will study your organizational goals and strategies and help you determine what changes can be made to better serve the organization and its mission.

  • We offer finance team oversight and will serve as a strategic finance liaison between your leadership team and accounting resources to ensure you're able to translate your ideas and goals into financial success. We are experts in organizing and managing remote teams.

  • In today’s rapidly evolving and uncertain business landscape, organizations often need experienced and capable leaders who can address critical challenges, guide strategic initiatives, and maintain stability during times of transition.

    We wIll provide highly skilled, interim executive support with a wealth of knowledge and leadership expertise to step into a temporary role to bridge critical leadership gaps, address specific challenges, or provide strategic guidance during transition, crisis, or opportunity periods.

Strategic Operations

  • Effective change management takes time and intention. Whether you’re experiencing leadership transitions, experiencing your next big phase of growth, rolling out a new strategic plan, or evolving your organizational chart, we will help you -

    » Clarify the goal or problem to be solved, and identify the right change(s) to be made

    » Create and monitor implementation plans for the change work

    » Design staff or board communication plans to keep collaborators informed and engaged

    » Identify and plan for success indicators or evaluation criteria

    » Reflect on a recently-completed change to draw out insights for next time

    © Clarity Forward Consulting, Inc.

  • Project management is all about optimizing for the success of whatever you’re trying to do, and then getting it done. We can help with -

    » Prioritizing initiatives more effectively

    » Untangling the plan for an unusually complex, seemingly impossible project

    » Developing an org-wide practice of project accountability and capacity management

    » Identifying and managing risks proactively

    » Understanding how to promote better work-life balance for yourself and your staff

    © Clarity Forward Consulting, Inc.

  • We help organizations improve efficiency by providing insight into your processes, help teams brainstorm ideas for process improvement, increase communication, and provide process documentation. Ultimately, we will help you identify bottlenecks, repetition, and delays. We employ strategies like process mapping and service blueprinting to support streamlining.

  • We will help you set your future vision and priorities, including where you can focus energy and resources, strengthen operations, ensure that leadership are working toward common goals, establish agreements around intended outcomes/results, and assess and adjust the organization’s direction in response to a changing environment. Let us help you shape and guide your organization, who it serves, what it does, and why it does it, with a focus on the future.

Software Implementation

  • We will facilitate the selection and implementation of your accounting software.

  • We will facilitate the selection and implementation of your Financial Enterprise Resource System (ERP).

    We will ensure integration with other functions across your organization, such as financial management, human resources, fundraising, sales, and development, to deliver benefits such as increased productivity and efficiency.