"Experienced and dedicated professionals…"

"Delivers on solutions…"

"Professional advice, valuable feedback and fiscal acumen that was worth more than we paid…"

"You've saved me a ton of time…well worth your fee…"

"Great ROI…"

"Financial expertise coupled with HR knowledge…"

"Outstanding service…"

"Excellent screening process …"

"Knows the nonprofit world inside out…"

Success Stories

Merger Implementation: Not-for-Profit Serving Individuals with Disabilities

When two organizations made the decision to merge for financial reasons, with an implementation time frame of less than 4 months, they called in the Nonprofit Finance Pros team to combine the business functions under one umbrella, select and implement new accounting software, evaluate the accounting staff needs, recommend a revised staffing structure and establish common policies and procedures that would meet the needs of the newly merged organization. Despite the tight deadline, Nonprofit Finance Pros completed the project on-time and under budget. In the final phase of the project, Nonprofit Finance Pros recruited a high performance CFO to lead the newly combined team.

Finance Director Search/Interim Financial Management Services: Not-for-Profit Serving Individuals with Disabilities

The CEO of this organization had already engaged a recruiting agency without nonprofit expertise when he contacted the Nonprofit Finance Pros team to provide interim financial management services. Frustrated with the results 3 months later, he engaged our team to take over the search process. Within 10 days, the team presented a well-qualified, fully-vetted candidate who was hired the day after her final interview with the CEO and COO. The candidate was able to hit the ground running and make immediate suggestions to improve financial operations and efficiency.

CFO Search/Interim Financial Management Services: Statewide Social Service Organization

During a time of tremendous change and difficulty for this large, complex not-for-profit, the Nonprofit Finance Pros team provided interim financial management services and CFO Search. In the midst of a CEO transition, financial challenges and related negative publicity, the team facilitated the hiring of an outstanding new CFO who worked with the leadership team to significantly improve financial operations in her first year in the position.

CEO Search: State Association

The board of this health-related association engaged the Nonprofit Finance Pros team to provide sourcing and screening services when their highly regarded CEO accepted a new position. Just a little over two months from the beginning of the engagement, the search committee enthusiastically made an offer to the top candidate, and less than 4 months after the prior CEO’s departure, a new CEO was in place.

Interim Financial Management Services/Search: Not-for-Profit Serving Individuals with Disabilities

This organization was in financial crisis when the Nonprofit Finance Pros team was called in to provide assistance during a financial management transition. The team worked with the board and interim leadership to turn the situation around. Once the organization was through the crisis, the team worked closely with the new Executive Director to hire a seasoned financial professional to take the lead in financial operations.

Partial Client List

Virginia Nurses Association

Lighthouse of Pinellas, Inc.

Big Brothers Big Sisters of Pinellas County

Gulf Coast Jewish Family and Community Services

Community Haven for Adults and Children

Disability Achievement Center (A Center for Independent Living)

Boley Centers, Inc./Solutions for Administrative Services (SAS)

Community Action Stops Abuse (CASA)

Naples Shelter for Abused Women & Children

MacDonald Training Center

The Florida Orchestra

National LGBT Bar Association

The Children’s Home

Lutheran Family Services of Virginia

Lutheran Family Services in the Carolinas

Manasota ARC

Easter Seals of Southwest Florida

Manatee ARC

Prevent Blindness Florida

Surgical Eyes, Inc.

Family Service Centers (now Suncoast Center)

Florida Low Income Housing

Community Preschool (Preschool Experience, Inc.)

Largo Library Foundation

Greater Ridgecrest Area Neighborhood Association, Inc.

Tampa Bay Arts, Inc.

Self Reliance, Inc. (A Center for Independent Living)

Resurrection House

Personal Enrichment through Mental Health Services, Inc.

St. Petersburg Neighborhood Housing Services, Inc.

American Society of Association Executives (coaching)

Association of Certified Fraud Examiners (coaching)

Center for American Nurses (coaching)

Association for Women in Science (coaching)