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 Compliance Reporting
Annual budget and grant budget development
Cash flow forecast and cash reserves management
Contract negotiations
Federal uniform guidance (2 CFR Part 200) single audit support
Strategic meetings with a Goshen Advisor
Leadership and Governance
Oversee finance departments
Executive Director compensation analysis
Financial education for executive leadership
Collaborative meetings with boards and finance committees
Board financial education
Organizational Growth and Sustainability
Coaching and support for executive leadership
Succession planning support
Financial risk identification and crisis planning
“Upon joining Improve Your Tomorrow, I discovered the organization hadn’t been audited in 2 years, despite having grown from 3.4 million to 9 million. I engaged Goshen to rebuild the financial infrastructure, implement a new accounting system for grant compliance and reporting, establish financial policies and procedures, and adopt efficient expense management systems.
Goshen demonstrated exceptional nonprofit accounting expertise. Ufuoma thoroughly understood our finance operations, developed tailored solutions, and trained our staff on the new systems. Her professional competence and people-centered approach enabled me to guide my team through this significant growth phase. These improvements positioned Improve Your Tomorrow to continue advancing its mission to support young men of color.”
EXPLORE OUR OTHER FINANCIAL SERVICES
Accounting Services
Goshen serves as your controller to manage your finances with strategic guidance.
Payroll Services
Compliance payroll and benefits management to take care of your team.
Tax Services
Form 990 preparation and filing services for nonprofit organizations of all sizes.