leon.
ImpactCFO:
Interim CFO Services
for small non-profits
You need a highly experienced financial professional to help your non-profit reach the next level. I'm the “finance guy” who will partner with your organization to manage your organization’s financial operations - identifying gaps, developing strategies - and translating financials so lay people can understand. Get your non-profit set up for growth and success with ImpactCFO.
Program includes training, maintenance, and growth. Expected engagement is 24 to 30 months, which, by the end, your organization should be ready for growth and retaining your own bookkeeping services.
I focus on getting you consistently high level financial reports for an affordable cost.
On-Boarding includes:
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Kick-off meeting
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Review existing structure
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Document process
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Train staff in data entry
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Clean up of books (if needed)
$1,750 per month
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Ongoing Support includes:
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Review data entry
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Bank & credit card reconciliations
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Quarterly financial reporting
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Quarterly financial review meeting
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Budgeting & forecasting
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Available for questions by phone
$750 per month
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Optional add-on service:
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Audit Prep
$4,000 per month
Prices based on organizations under $1.5M with up to 500 transactions per month
WENDY WELCH, PHD, EXECUTIVE DIRECTOR
SWVA GRADUATE MEDICAL CONSORTIUM
“Leon, thank you for instilling financial acumen I didn’t believe I could ever have; a college accounting class and two previous attempts at self-teaching had left me with PTSD on the concepts. And thank you x1000 for making it interesting, relatable, and fun.”