STRATEGIC SUPPORT TO SCALE MISSION-DRIVEN ORGANIZATIONS
Financial records document organizational history, but a CFO advisor provides strategic guidance for future opportunities. Many organizations eventually need more than just accurate records, as leadership often faces uncertainty in major strategic decisions.
A Goshen CFO advisor fills this gap by participating in financial decision-making meetings, providing forward-looking analysis, and translating financial data into strategic frameworks. We deliver the strategic partnership that nonprofit leaders and mental health practice owners need to make informed, confident decisions as their organizations grow.
If your organization has outgrown reactive financial management, let's talk.
Our CFO advisory service is designed for nonprofits and mental health practices that:
Are experiencing growth, expansion, or major leadership changes and need a trusted advisor to navigate the changes.
Your organization generates revenue of $500,000 or more.
Are ready to move beyond day-to-day financial management and invest in a long-term financial strategy.
WHAT’S INCLUDED?
Financial Strategy and Planning
Internal controls assessment
Annual budget development
Multi-year financial projections and cash flow forecast
Reserves and cash flow policy development
Strategic meetings with a Goshen Advisor
Compliance and Reporting
Grant budgeting with compliance spending and reporting
Federal single audit preparation and coordination
Direct coordination with external CPA and audit firms
Leadership and Governance
Financial education for executive leadership
Collaborative meetings with boards and finance committees
Board financial education
Organizational Growth and Sustainability
Executive leadership development
Succession planning support
Financial risk identification and comprehensive crisis planning
“I had some questions regarding 501(c)(3) organizations, the setup, and the accounting. Speaking with Ufuoma made all the difference as she freely shared her expertise with me and walked me through complete responses to my questions, step by step. She even shared information that I did not even know to inquire about. Ufuoma is passionate about this and cares about you and your business.”
Explore More Ways Goshen Can Support Your Organization
Accounting Services
Goshen serves as your controller, managing your finances with strategic guidance.
CFO Services
Strategic financial leadership that is designed for organizations to achieve sustainable growth.
Tax Services
Form 990 preparation and filing services for nonprofit organizations of all sizes.