The Charity CFO

We made a major migration in the middle of a fiscal year, and we could not be happier with our experience! The support and knowledge of the members of both our onboarding and continuing team are incredible! Highly recommend The Charity CFO to any NPO in need of financial oversight and foresight!

Highly recommend. We are thrilled with the subject matter expertise that we have received from The Charity CFO. In just a couple months they have streamlined all of our financial processes and their team has been so kind and helpful.

Pat and Marcus are responsive knowledgeable and easy to work with. They feel like apart of our team.

The Charity CFO has improved our systems, been supportive as we create them, and brought loads of expertise. I feel very confident that our fiscal process is sound and honoring funder protocols. The timeliness also has meant our claims go out on time and with backing documentation in good order. It?s rare for an agency to so come through so thoroughly on their promises- TCCFO does. This is complex work and when occasional issues arise, they are accountable, responsive, and make things right immediately. The

Working with Charity CFO has been an absolute pleasure. Their professionalism, responsiveness, and flexibility have been exceptional. We truly appreciate their dedication and support. Thank you, Charity CFO, for everything you do!

The folks at The Charity CFO have been amazing! As a mid-sized nonprofit our finances are complex and finding a finance director with expertise in nonprofit accounting has been challenging. Tim at The Charity CFO was wonderful to work with. He got up to speed on our rather complex mix of grants and program quickly and offered sound advice for ways to streamline our systems. His expertise is impressive and I really appreciated his ability to explain finances in straightforward, understandable language. A

Charity CFO is an amazing firm, they were able to sort through our financial records and clean them up. They were great at communicating and explaining everything throughout the process. I highly recommend this firm.

The Charity CFO team is excellent! Our organization made the transition so easy from our paper-based processes to automated expense collection and AP. The team is responsive and knowledgeable. I am so grateful for the support and expertise that we get from working with TCCFO!

The Charity CFO is a pleasure to work with. They are now performing all of our finance functions for our nonprofit organization with a budget of about $5 million. The transition went very smoothly and we expect to actually save funds by outsourcing our finance department. The Charity CFO team is knowledgeable, professional and very responsive. We are looking forward to a long and productive relationship.

The whole team at The Charity CFO is amazing. They made our reports easier to understand which was really appreciated by the board. They put in a lot of work to clean up our books and procedures which is saving us staff time and will make our next audit a breeze. If you're looking for a bookkeeping solution, I would highly recommend you reach out the The Charity CFO.

Amazing team, of extremely thoughtful and patient! They were encouraging, responsive, and appreciative of our time in the process. The Charity CFO specializes in working with Nonprofits so they completely get us, instead of making us fit into a box. Addition: One of my staff said the other day that hiring The Charity CFO was the best decision we made this year-and I absolutely second that! It has been an amazing experience across the board!

If you are a non-profit looking for accounting services, look no further! The Charity CFO provides accounting work and financial consulting services. The experienced staff at the Charity CFO provide high-quality work and their services are less expensive than traditional options. The best part of this company is their passion and dedication to clients. Managers and staff members will be there to answer calls or meet any time of day. They genuinely care about your business and want you to be successful. They

The Charity CFO took over bookkeeping after years of poor work by another firm. Within two short months the complicated problems we were left with were totally cleaned up, we had implemented new procedures that saved staff time, and we were productively working with our auditors to complete an overdue review of the previous year. TCCFO's monthly reports provide excellent insights into our organization's finances. They are well formatted, intelligently organized, and give me the information I need to keep t

The team at The Charity CFO is great to work with. Tosha made the onboarding process simple by introducing us to electronic tools to make our work much more streamlined. The customer service is fantastic and they are always quick to respond to our questions and needs. Highly recommend this team.

Our nonprofit transitioned to The Charity CFO over the last 6 months. We were very concerned that an "outside" agency just would not be able to understand all the particulars and quirks of the many funding streams we braid together. TCCFO has come through! Here's what we like: - Responsive to emails and quick to answer questions. There is A LOT of back and forth as you refine systems during onboarding. They never seem frustrated by the frequent communications as we get the initial set up perfect. - Cool new

Our organization has been working with the Charity CFO for several years. I cannot say enough great things about working with them. When I found them we had so many disappointments with book keepers and tax accountants. I felt on my last nerve. Then I had a call with Tosha and I felt like I had discovered the gold at the end of the rainbow. Now 3 years later, they have been our dream come true bookkeepers and tax accountants. The financial reports they do for us each month is a picture of perfection. Our e

The Charity CFO team has helped take our accounting to the next level. As someone who is incredibly efficient, I've greatly appreciated their efficiency, and the efficiencies they've brought to our organization through their expertise. It helps that the team is also friendly and professional!

Top notch guidance, reliable communication, and efficient service! CCFO led a financial team, platform, and process transition with our statewide 501c3 non profit. They were professional, experienced, concise, and a pleasure to work with. Strongly recommend!

I appreciate Charity CFO helping us to streamline our bookkeeping and accounting processes, being responsive to our inquiries, and supporting the whole team's understanding of the organization's financial health. They are great folks!

We've had a great experience so far! Starting out, they were very responsive and willing to answer all of our questions thoroughly, and were patient and understanding when we had to make adjustments to our contract as roles shifted within our organization. We use them for both our 501(c)4 and 501(c)3 and we're so excited that their expertise frees up our capacity to dedicate more time and energy to our mission and not stress the intricate details of the accounting world.

Very personable, professional, attentive and knowledgeable. Took the time to understand our mission and business. Confident in knowing our financial reporting is getting done in a timely and accurate manner. Wish I had know of Charity CFO years ago!

Fantastic team who know nonprofit accounting. We are thrilled with our experience and feel confident that we are covered with our accounting with The Charity CFO.

TCCFO is professional and flexible. Exactly what our start up organization needed and continues to help us as we've grown exponentially

Took me two years to find a CFO who could do everything our non-profit needs. Professional, experienced, and great communication. Highly recommend.

The excellent communication at each stage of the onboarding processes sets the rest of the workflow up for great success.

Tosha and her entire team are amazing! They are so kind and hard-working. I love working with them. I strongly recommend them to anyone because they will work their hardest to help you out.

Our accounting was messy before Tim and the team at The Charity CFO. It is a pleasure to work with an efficient and effective team of accountants that focus on nonprofits.

Tosha is the only Charity and Non-Profit accounting firm we have ever met. She has expertise and experience that would cost us $250k/yr to bring in house. Even if she doubled her rates it would be a steal!

We have enjoyed working with the Charity CFO. They have been a great addition to our team and I would highly recommend them.

Tosha is great. She is truly passionate about what she does and does everything she can to help out her clients. The business and the team she has built is truly one of a kind.

Tosha understands non-profits like many don?t. She understands both the technical accounting but also operational challenges non-profits go through. I?d highly recommend her.

The Charity CFO team is THE resource for non-profit accounting. They are so knowledgeable and efficient, I highly recommend working with them!

Tosha is truly passionate about the work she does here. I would recommend her to any non-profit needing assistance with their accounting or CFO function

My nonprofit worked with Charity CFO and found them to be professional and a helpful "check and balance" to our small finance department.

They are great communicators and make the financial aspects of running a non-profit much easier. Thank you, Charity CFO!

Tosha and her Team take immense pride in their work! It's very refreshing to see a company treat their clients with so much respect!

Really cares for their non-profit clients. They have the technical acumen to work with their clients, while also having the grace/understanding to work with those who serve their community.

Outstanding partnership for on-boarding and outlining path for the future.

Amazing organization and they helped us greatly with our onboarding and accounting needs!

Excellent partner and has helped use technology to create a more efficient process/system!

The owner truly cares about helping non-profits make our world a better place. It's definitely worth giving this company a call.

So grateful for this amazing team! Prompt, professional, and such an asset to our organization!