Strategic Leadership. Scaled to Fit.

Bringing C-suite insight to nonprofits at a fraction of the cost and time commitment.


CFO Advisory Services

  • Your Mission.

    Clarify the Why. Align the Financials.
    Beginning with a deep understanding of your organization's mission, vision, and strategic goals. MissionCore Consulting works with executive leadership and the board to ensure your financial strategy reinforces your purpose—not just your programs. From mission-aligned budgeting to impact-focused reporting, I bring clarity to how your finances tell your mission story.

    Key Services:

    Strategic financial planning

    Board-facing financial storytelling

    Mission-aligned budget framework development

    Program-cost analysis

  • Leverage it.

    Maximize Every Dollar. Multiply Your Impact.
    I help you identify how to make your existing financial resources work harder. Whether it's maximizing unrestricted revenue, improving cash flow management, or using financial insights to unlock new funding, my approach focuses on turning every dollar into a strategic asset.

    Key Services:

    Cash flow forecasting & scenario planning

    Grant leverage strategies & funder reporting alignment

    Cost allocation methodologies

    Resource utilization and efficiency reviews

  • Strengthen it.

    Build Financial Infrastructure That Holds Up.
    Strong financial systems and internal controls are the backbone of sustainable growth. MissionCore Consulting evaluates and refines your infrastructure—staffing, platforms, policies, and procedures—ensuring your organization is audit-ready, compliant, and resilient under pressure.

    Key Services:

    Internal controls assessment & policy development

    Accounting system optimization (e.g., Quickbooks, Sage Intacct)

    Fiscal staff training and mentoring

    Financial process mapping and documentation

  • Grow It.

    Scale With Confidence. Sustain With Intention.
    Growth without planning leads to burnout. I partner with your leadership to build a roadmap for responsible scaling—whether you're pursuing multi-year grants, adding staff, or launching new programs. Additionally, CFO advisory ensures financial readiness for what’s next.

    Key Services:

    Multi-year financial modeling & forecasting

    Fund development planning support

    Scenario-based budgeting for growth

    Readiness assessments for new initiatives or capital campaigns

 Finance & Accounting Solutions

  • WholeOrg Wellness Assessment including current accounting systems and processes

  • Implementation of streamlined month-end close and reporting cycles

  • Internal controls, policies, and finance manual development

  • Cash management systems, banking transitions, and signatory changes

Core Service Areas

Board & Leadership Financial Reporting

  • Customized board dashboards and financial presentation reports

  • Scenario planning for mission expansion or contraction

  • Key financial indicator development tied to mission metrics

  • Organizational sustainability analysis (burn rate, reserves, cost ratios)

Capacity Building & Fiscal Training

  • Custom training sessions for staff and program managers

  • Budget literacy and finance tools for non-finance leaders

  • Coaching for Executive Directors and senior staff on fiscal leadership

Engagement Options

Flexible, Mission-Aligned Pricing

I know that every dollar matters and every organization is unique. That’s why I offer custom-fit solutions that align with your goals and budget realities. 

Rather than one-size-fits-all pricing, I create custom proposals after a complimentary discovery conversation. Whether you’re a small grassroots nonprofit or scaling nationally, there are ways we can work within your means and help you get where you are going.

“My goal is to meet you where you are — and build a path to where you want to be.”

Flexible engagement structures to meet your needs:

  • Fractional CFO Retainer – Ongoing strategic finance support

  • Project-Based Engagements – Audit prep guidance, systems change, budgeting

  • Training & Coaching Packages – One-time or recurring workshops

Ideal for:

  • Growing nonprofits needing next-level financial infrastructure

  • Executive Directors/CEOs without in-house CFO support

  • Boards looking for stronger financial oversight and clarity

    Let’s build a stronger, more resilient financial foundation—so your mission can scale sustainably.

Contact Us for a Discovery Call