Custom Finance & Accounting Solutions for Non-Profit Organizations

Till CFO partners with non-profit CEOs, CFOs, Executive Directors, and boards to provide comprehensive financial management solutions for everything from accounting and financial analysis to budget development and audit preparation, freeing you up to focus on your mission.

Specialized Expertise
for Mission-Driven Organizations

Non-profits often experience rapid growth, complex funding requirements, and unique challenges around budgeting and revenue recognition. Till CFO provides the specialized support that non-profits need to stay compliant, optimize resources, and scale impact while minimizing strain on full-time staff.

Our team has served on non-profit boards as Treasurers and Chairs, advised on strategy, and even done the books on behalf of several organizations. We have the technical expertise, but also the board and strategy level experience to guide our non-profit clients as they navigate stakeholder expectations and operational challenges simultaneously.

Key Financial Operations We Manage:

Grant Management & Accounting

We track, report, and ensure compliance for grant funds, helping you meet donor expectations and maintain eligibility for future funding.

Departmental & Program Budgets

Our team helps establish departmental and program-specific budgets, as well as internal financial controls, providing a foundation for effective, responsible resource allocation and program planning.

Monthly Financial Reporting

We prepare monthly financial reports and packets that keep leadership, board members, and donors informed and confident in the organization’s financial health.

Audit & Tax Compliance

We prepare non-profits for annual audits, manage tax filings, and support with Form 990 completion, ensuring compliance and readiness for donor due diligence.

Financial Software Management

We are proficient in QuickBooks Online (QBO), Sage Intacct, and donor management systems like Raiser’s Edge, Boomerang, Classy, and more, providing expertise and implementation support on the tools most commonly used by non-profits.

Endowment & Investment Tracking

We track net assets, manage revenue recognition, and monitor endowment planning and investment optimization, helping your non-profit maximize resources responsibly.

Why Choose Till CFO for Your Organization?

Deep Understanding of Non-Profit Finance

We are familiar with the nuances of non-profit financial management, from restricted fund accounting to compliance with grant requirements and revenue recognition standards.

Transparent & Accurate Reporting

Till CFO’s fully custom monthly reporting packages ensure transparency, accountability, and clarity for all stakeholders, helping you build trust with donors, board members, and employees.

Long-Term Strategic Guidance

Our CFOs provide strategic financial insights driven by data that support long-term sustainability and growth, allowing non-profits to plan confidently for future initiatives and programs.

End-to-End Support

From departmental budgets to tax season coordination, we offer comprehensive financial support to cover all aspects of the non-profit accounting & finance function.

Some of the Key Metrics We Help Non-Profits Track and Improve

Grant Compliance Rate

We help non-profits maintain compliance with grant requirements, increasing eligibility for future funding.

Expense Allocation by Program

We track expenses by program to ensure that funds are used efficiently and aligned with your mission.

Operating Reserves

We monitor cash reserves to ensure your non-profit has sufficient funds to sustain operations during lean periods.

Restricted vs. Unrestricted Funds

We help non-profits manage restricted and unrestricted funds appropriately, ensuring compliance and responsible fund allocation.

Frequently asked questions

Here are some common questions we often receive from founders and business owners.

What is a fractional CFO and how can they benefit my business?

A fractional CFO provides high-level financial expertise on a part-time or project basis, offering strategic financial guidance without the cost of a full-time CFO. They help with financial planning, cash flow management, fundraising, and strategic decision-making, making them ideal for businesses that need expert financial management but cannot justify a full-time CFO.

How does Till determine which service tier is right for my business?

Till conducts an initial consultation to assess your business’s financial needs, growth stage, and strategic goals. Based on this evaluation, we recommend the most suitable service tier—Build, Grow, or Scale—to ensure you receive the appropriate level of financial support and expertise.

What kind of businesses typically benefit from Till's services?

Till’s services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing firms), non-profit, and financial services sectors. Our clients typically have annual revenues between $1 million and $25 million and are looking to optimize their financial operations, secure funding, and scale their business.

How does the engagement process work with a fractional CFO from Till?

Engagement begins with an initial consultation to understand your business needs. Following this, we tailor a plan specific to your requirements and assign a dedicated team of financial experts led by a CFO or controller. Regular meetings and continuous support ensure that your financial strategy aligns with your business goals. The frequency and depth of these interactions depend on the service tier selected.

How can Till assist with fundraising and capital raising efforts?

Till’s fractional CFOs bring extensive experience in preparing businesses for fundraising. This includes creating compelling financial presentations, developing an equity story, optimizing financial structures, and supporting negotiations with investors. Our goal is to ensure you secure the necessary capital efficiently and on favorable terms.

How does Till's service differ from the work done by my bookkeeper?

While bookkeepers handle essential tasks such as recording transactions, managing payroll, and reconciling accounts, Till provides strategic financial leadership. Our CFOs offer high-level financial planning, strategic budgeting, capital raising guidance, risk management, and performance analysis—services that go beyond the scope of typical bookkeeping. This strategic oversight helps businesses make informed decisions, optimize growth, and navigate complex business challenges.