Mid-Range Service Option

Strategic Oversight. Operational Excellence. Long-Term Results.

This is our signature monthly partnership offering—perfect for organizations that need more than a consultant or bookkeeper. We serve as your outsourced CFO and financial strategy partner, providing year-round support, hands-on implementation, real-time financial reporting, and leadership accountability.

Our goal: to help you stay compliant, fundable, and financially strong—with transparency at every step.

• Monthly CFO strategy calls with your ED/COO/Board Treasurer
   
• Quarterly financial planning sessions (budgets, reserves, cash flow)
   
• Scenario planning and risk management for grants and operations
   
• Board meeting prep and finance presentations (as needed)
   

Tools & Deliverables:

• Strategic Finance Dashboard
   
• Rolling 12-month financial forecast
   
• Custom Board Reporting Slide Deck
   

• Budget monitoring and monthly budget-to-actual reporting
   
• Cash flow tracking and fund balance oversight
   
• Ensure compliance with restricted/unrestricted fund usage
   
• Internal controls review (segregation of duties, approval workflows)
   

Tools & Deliverables:

• Monthly BvA Reports by Program/Funder
   
• Grant Spending Tracker
   
• Control Checklist & Risk Notes
   

• Align Chart of Accounts for clarity and compliance
   
• Oversee reconciliation (bank, grants, deferred revenue)
   
• Coordinate with bookkeeper or handle light transactional support
   
• Support audit prep and 990 readiness
   

Tools & Deliverables:

• Updated COA Mapping
   
• Audit & 990 Prep Folder
   
• Monthly Financial Packet
   

• Quarterly training for department leads (budget ownership, expense tracking)
   
• SOP development for finance team (procurement, reimbursements, etc.)
   
• Optional 1:1 coaching for internal finance/admin staff
   

Tools & Deliverables:

• Department Budget Training Decks
   
• SOP Binder (Digital)
   
• Team Resource Hub
   

• Automate grant calendar and payment schedule
   
• Build financial dashboards with live or semi-automated updates
   
• Evaluate and optimize software stack (QBO, MIP, Salesforce, Monday.com)
   

Tools & Deliverables:

• Financial Dashboard (KPI + Cash Flow)
   
• Tech Integration Plan
   
• Grant Compliance Calendar
   

Nonprofits & social enterprises with budgets of $1M–$20M
Organizations with small or no internal finance teams
Teams that need both strategic guidance and tactical execution

EDs and COOs who want to stop worrying about financial blind spots

Starting at $3,500/month

(Includes full service for up to 3 departments, 1 finance system, and up to 2 funders)
Custom tiers available based on complexity

 Includes up to 10 hours of strategy & execution
Slack/Email support throughout the month
Quarterly finance health review

Add-ons:

• Annual Audit Support & Coordination: +$1,800
   
• Payroll & HR System Review: +$950
   
• Advanced Automation & Dashboard Build: +$1,250
   

1. Book a Free Consultation
   We’ll assess your current finance systems and leadership needs.
    
2. Build Your Financial Roadmap
   You’ll receive a custom scope of work and 30-60-90 day onboarding plan.
    
3. Kick Off Your Fiscory Partnership
   We take over the day-to-day so you can focus on the big picture.

              Reach us at: hello@fiscory.com