Senior-level financial strategy
— without the full-time cost.
A full-time CFO for a growing organization can cost $120K–$180K a year before benefits. Your CFO Friend delivers the strategic clarity, depth of partnership, and board-ready reporting your organization needs — at a fraction of that investment. And it's the kind of fiscally responsible decision your board can feel genuinely good about.
Board meetings without the dread
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Knowing which dollars you can spend
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A P&L you can actually read
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Confidence by your next board meeting
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Clarity
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Board meetings without the dread ✳︎ Knowing which dollars you can spend ✳︎ A P&L you can actually read ✳︎ Confidence by your next board meeting ✳︎ Clarity ✳︎
You work with me directly, not a rotating team of associates.
One partner. Full context. Every time.
Financial education is embedded in everything I do — so you grow more confident over time, not more dependent.
Every engagement is built around your decisions, not just your deliverables. The goal is clarity you can act on.
What changes in your first 30 days:
You can read your own P&L line by line — and explain it to your board chair without notes.
You know exactly how much runway you have, and what your numbers are telling you to do next.
You walk into board meetings grounded, not bracing yourself.
You have a partner to talk things through with before the main event — so the meeting itself isn't where you're figuring it out.
Not sure which package is right for you?
Use this to find your fit — then book a free CFO Clarity Call and we'll confirm together.
"She doesn't just prepare you for the audit — she sets you up for long-term success." — Eva
Not sure which option is right for your situation? That's exactly what the CFO Clarity Call is for. In 30 minutes, we'll talk through where you are, what you actually need, and whether we're a good fit. No pitch. No pressure. Just clarity.
Not ready for a CFO partnership? You still have options.
Not every organization needs ongoing CFO support — but every leader deserves a moment of clarity. Two ways to work with me without a monthly commitment:
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🔍 $2,500 · One-time, 3-week engagement
You inherited the finances. Now get a clear picture of where you actually stand.
Most nonprofit leaders don't need a full CFO. They need someone to look at the whole picture, tell them the truth about what's working, and help them decide what to do next. The Financial Clarity Intensive is a focused, three-week engagement designed to give you exactly that — with no pressure to continue.
What's included:
A deep review of your last 12 months of books, financials, and board reports
A written Financial Clarity Report covering what's strong, what's at risk, and what to prioritize — in language you can actually share with your board
A 90-minute strategy session together to walk through findings
A 90-day action plan tailored to your organization
A follow-up email check-in 30 days later
Turnaround: 3 weeks
This is the right fit if you're: a new ED stepping into the finance seat, a leader between fractional CFOs, or someone who just wants a trusted second opinion before making a big financial decision.
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☕ $450 · 60-minute session
One focused hour with a CFO. Bring your questions, leave with answers.
Sometimes you don't need a full engagement — you need 60 minutes with someone who actually gets it. Maybe you're prepping for a tough board meeting. Maybe a funder asked a question you don't know how to answer. Maybe you're staring at a report and need someone to translate. Whatever it is, CFO Office Hours gives you a focused, judgment-free hour to work through it.
What's included:
A 60-minute working session (virtual) on whatever you need
A brief written summary with clear next steps
A recording of the session if you want to revisit it
One follow-up email within 7 days for clarifying questions
This is the right fit if you're: a leader who wants expert eyes on one specific decision, a board member needing a financial literacy tune-up, or someone between engagements who needs a CFO on call — just this once.
Still not sure what you need?
Start with a free CFO Clarity Call. We'll talk through what's happening, and I'll tell you honestly which option makes the most sense — even if that answer isn't "work with me."