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Frequently Asked Questions

No — we don't provide audit, tax, or attestation services. The audit itself is performed by your CPA firm. What we do is take the lead on preparing you for it: engaging with your auditors, getting your books in order, and doing the hard work that makes the whole process go more smoothly. We're happy to point you to the right professionals if you need an auditor.
It means we do the heavy lifting so your team doesn't have to. We guide the audit process, engage directly with your auditors, reduce the pain and frustration that audit season typically brings, and make sure you're set up for smoother audits in the years ahead. Unlike a consultant who advises from the outside, we're embedded in your organization — attending meetings, managing the process, and owning the day-to-day coordination.
Great question — and the answer depends on what your organization needs right now. Audit prep support is often a focused, project-based engagement tied to a specific audit cycle. Our Fractional CFO services are designed for nonprofits that need ongoing, part-time financial leadership. Interim Financial Management steps in when you need an experienced embedded leader during a transition. Many organizations use a combination of these services at different points in their lifecycle — we're happy to think through what makes the most sense for you.
Every engagement is scoped to what your organization actually needs, so the cost depends on the scope of work. Your first consultation is free — that's the best place to start. We'll get a sense of where you are, what needs to happen before your audit, and what a realistic engagement would look like. No pressure, no surprises.
Absolutely — that's exactly what the free consultation is for. Whether you're trying to figure out if you need help, what kind of help you need, or just want a second set of eyes on your situation, we're glad to talk it through. We'd rather have an honest conversation than sell you something you don't need.