Northpoint CFO Group, LLC
Fractional CFO Services for Nonprofits & Mission-Driven Leaders
Quiet. Strategic. Audit-ready support — without the full-time overhead.
Get board-ready reporting, grant compliance confidence, and financial leadership tailored to your mission. A fractional CFO isn’t just a cost-efficient choice — it’s a smarter one.
✅ Strategic insight when you need it
✅ Built for grant-funded & board-governed orgs
✅ Audit prep, budgeting, and team mentoring
📊 About Us
Fractional CFO support for mission-driven teams.
Northpoint CFO Group helps nonprofits and social sector leaders make confident, data-informed financial decisions — without the cost or delay of hiring a full-time CFO.With over 27 years of experience in nonprofit finance leadership, Northpoint provides modern, executive-level support to organizations navigating growth, transitions, audits, and funding complexity.We operate as quiet experts behind the scenes — not loud consultants or flashy advisors. Our work is hands-on, strategic, and tailored to fit your team. We’ve helped nonprofits secure grants, prepare for clean audits, reset internal controls, and rebuild board confidence.Whether you need a fresh budget, audit prep, or a steady hand to lead your finance function — we’re here to help you move forward with clarity.
📁 Services
Clear, right-sized finance support for mission-driven teams — from scoped, one-time projects to ongoing CFO partnership.Whether you're prepping for an audit, rebuilding your budget, or looking for steady strategic guidance, Northpoint offers two ways to work together.
🤝 Contact Us
Let’s explore if Northpoint is the right fit for your organization — no pressure, no obligations.
📧 Email Us: [email protected]
We’re here to make things easier — no pressure, no obligations.
🎯 How It Works
We keep it simple:
① You reach out — no pressure
② We recommend services aligned with your goals
③ You choose only what you need — monthly or ad hoc
④ We deliver — quietly, strategically, on time.
No sales calls. No fluff. Just senior-level financial clarity — fast.
📌 Fixed-Fee Projects
💡 Tackle urgent needs or get long-delayed projects off your plate — without the back-and-forth of hourly billing
🧭 Strategic Planning & Advisory
Business Model Review & Strategic Finance Alignment
Strategic Planning Facilitation (Annual or Multi-Year)
Pricing, Membership, or Revenue Model Design
Board or Executive Financial Workshop
Scenario Planning or What-If Modeling
Strategic Cash Flow Modeling
Merger, Acquisition, or Partnership Modeling
Fractional CFO Launch Kit (for early-stage orgs)
Finance Committee Charter & Calendar Setup
🧮 Budgeting & Forecasting
Annual Budget Process Design
Forecast Model Build (Rolling or Static)
Forecast Model Overhaul or Redesign
Forecast Accuracy Analysis & Recommendations
Multi-Scenario Forecasting (High/Low/Expected)
Cash Flow Forecasting System
📈 Reporting & KPIs
Monthly Reporting Package Design
Board Report Template & Metrics Design
Department-Level Budget vs Actuals Dashboard
Strategic KPI Framework Design
Financial Health Scorecard Build
Real-Time KPI Dashboard Build (Power BI, etc.)
💸 Grant & Fund Management
Grant Budget Template & Process Design
Grant Reporting Dashboard (Excel or Online)
Fund Accounting Structure Setup
Indirect Cost Allocation Methodology Design
Federal Grant Compliance Readiness Review
🧾 Audit, Tax, and Compliance Prep
Audit Prep Package
990 Support Package (excludes tax prep)
Internal Controls & Risk Assessment
Policy & Procedure Review (Financial Ops)
🏦 Banking, Treasury & Payments
Analysis of Credit Card Merchant Fees
RFP for Payroll Provider or PEO
RFP for Timekeeping or Expense Platform
RFP for Budgeting Platform
Banking & Treasury Ops Playbook
⚙️ Accounting Systems & Processes
Financial Workflow Optimization
Month-End Close Process Improvement
System Cleanup & Chart of Accounts Overhaul
Departmental Budgeting Rollout Kit
Delegation of Financial Tasks Playbook
Accounts Payable & Receivable Process Review
🧑 Staffing & Team Development
SOP Development: Finance or Ops Team
Finance Org Design (Org Chart & Role Matrix)
Job Description Drafting (Finance Roles)
Interview Process Design for Finance Roles
Onboarding Plan: Finance/Accounting Hires
Fractional Controller vs Bookkeeper Assessment
Compensation Benchmarking: Finance Roles
KPI & Incentive Plan for Finance Staff
📝 Board, Executive, & External Deliverables
Executive Financial Summary (One-Pager)
Board Deck: Financials & Strategy Alignment
Fundraising / Investor Financial Packet
Operating Reserve Strategy & Scenario Modeling
🔍 Special Analyses & Custom Projects
Budget Justification Narrative (Grant/Donor Use)
Custom Financial Model or Deep Dive Analysis
Special Project: Revenue or Cost Deep Dive
Capital Campaign or Reserve Planning Model
Unit Economics or Profitability Analysis
Customer Lifetime Value (CLV) Financial Modeling
Strategic Initiative ROI Analysis
📅 Monthly Service Tiers
From strategic check-ins to full-scale financial partnership — pick the right level of CFO support for your mission.
Strategic clarity with lean, lightweight support
Embedded support for scaling, pricing, or pivoting
Deep partnership for major initiatives and transformation
🔑 Essentials Tier
A lean monthly CFO package for nonprofits that need clarity, structure, and support — without the overhead of a full-time hire.
What's Included:
5 credits/month to spend on any tier-eligible project
One monthly meeting with your CFO advisor
Email access for guidance and check-ins between calls
Monthly financial commentary on trends or variances
Credit rollover: Unused credits roll forward for 1 month
What You Can Use Credits On:
Use monthly credits toward any tier-eligible fixed-fee project, such as:
Cash flow forecasting
Budget tracking
Board-ready summary reporting
Any project from the fixed-fee catalog
Note: All hands-on work requires credit redemption unless otherwise specified.
Ideal For:
Organizations that need strategic financial support — but don’t require forecasting, team coaching, or multiple meetings each month.
Pricing: Starts at $2,000/month
🧠 CFO+
A strategic finance partner for organizations in motion — offering insight, involvement, and room to grow.
What's Included:
10 credits/month for any tier-eligible project
Two monthly meetings with your CFO advisor
Email access for real-time communication and support
Monthly financial check-in with tailored insights and guidance
Credit rollover: Unused credits roll forward for 1 month
What You Can Use Credits On:
Use monthly credits toward high-impact finance projects like:
Advanced forecasting or what-if modeling
Board-level reporting or investor decks
KPI dashboards or live financial tools
Support for pricing strategy, org design, or strategic shifts
Any project from the fixed-fee catalog
Note: All hands-on work requires credit redemption unless otherwise specified.
Ideal For:
Organizations ready for a true financial partner — with deep involvement, flexibility, and space to grow.
Pricing: Starts at $4,000/month
👑 Premier
A deeply embedded finance partner for complex needs, growth initiatives, or multi-team coordination — ideal when sustained attention and strategic bandwidth matter most.
What's Included:
20 credits/month for any tier-eligible project
Two monthly meetings with your CFO advisor
Email access for real-time communication and support
Robust monthly financial check-in with analysis, insights, and strategic guidance
Credit rollover: Unused credits roll forward for 1 month
What You Can Use Credits On:
Use your credits to tackle high-volume, high-stakes work like:
Concurrent project work or multi-team initiatives
Long-range forecasting, scenario planning, or runway modeling
Investor decks, board packages, and financial narratives
Strategic pricing, org design, or capacity modeling
Any project from the full fixed-fee catalog
Note: All hands-on work requires credit redemption unless otherwise specified.
Ideal For:
Organizations with multiple departments or evolving priorities — or those managing frequent change, major initiatives, or ongoing strategic needs.
Pricing: Starts at $8,000/month
👥 Ideal Clients
✅ Who We Serve
501(c)(3) and 501(c)(6) nonprofits
For-profit companies
Budgets from $1M to $20M
Teams with a bookkeeper or admin
🚫 Not a Fit For
Startups with no revenue
Clients seeking a full-time, in-house CFO
Routine bookkeeping or reconciliations
🚀 Ready to Get Started?
Whether you're exploring a potential partnership or just want to learn more, here are three easy ways to connect:
📝 Fill out our short intake form — Share a few details so we can recommend next steps.
📧 Prefer email? Reach out at [email protected].
📅 Ready to chat? Book a 20-min intro consult via Calendly.
✅ Thank You!
We've received your information and will follow up shortly.In the meantime, feel free to explore our services or browse fixed-fee projects.
🧩 Why Fractional CFO Support?
Get senior finance leadership — without the cost or commitment of a full-time hire.
What is a Fractional CFO?
A fractional CFO is an experienced financial leader who works with your organization on a part-time or project basis. You get access to high-level strategy, systems expertise, and financial clarity — without the overhead of a full-time salary.
Why It Matters
Many organizations hit a point where basic bookkeeping and part-time support aren’t enough — but hiring a full-time CFO feels premature or out of reach.A fractional CFO helps bridge that gap:
✅ Strategic Finance Leadership – Drive decisions with clarity, not guesswork
✅ Improved Reporting & Forecasting – Build models, dashboards, and board-ready insights
✅ Scalable Support – Flex up or down based on changing needs
✅ Cost-Effective – Get expert support at a fraction of the cost of a full-time CFO
✅ Outside Perspective – Spot risks, inefficiencies, or opportunities others miss
Signs You Might Be Ready
You're scaling fast and need better forecasting or pricing
You’re preparing for grants, audits, or board reporting
Your CEO or ED is stuck in the weeds of finance
You’ve outgrown your bookkeeper — but don’t need a full-time CFO yet
You’re facing a leadership gap after a departure or transition
The Northpoint Approach
Northpoint CFO Group provides tiered service plans and fixed-fee projects — so you can start small, scale up, or bring in help only when you need it. From strategic planning to cash flow modeling, we help you move forward with confidence.
Ready to explore support?
Start with a short intake form or browse our fixed-fee projects.