The Charity CFO, LLC, St. Louis MO

They are great communicators and make the financial aspects of running a non-profit much easier. Thank you, Charity CFO!

We have enjoyed working with the Charity CFO. They have been a great addition to our team and I would highly recommend them.

Excellent partner and has helped use technology to create a more efficient process/system!

Really cares for their non-profit clients. They have the technical acumen to work with their clients, while also having the grace/understanding to work with those who serve their community.

Our nonprofit transitioned to The Charity CFO over the last 6 months. We were very concerned that an "outside" agency just would not be able to understand all the particulars and quirks of the many funding streams we braid together. TCCFO has come through! Here's what we like:
- Responsive to emails and quick to answer questions. There is A LOT of back and forth as you refine systems during onboarding. They never seem frustrated by the frequent communications as we get the initial set up perfect.
- Cool new integrations. Our whole team is loving the switch to Divvy and Dext for managing receipts.
- In building the "guide" during onboarding, you really clarify processes and budget rules. It's a good process for the agency.
- Our books are closed and spend down reports to us quickly.this allows us us to get our monthly claims out to funders.
- They handle the audit. This is a huge plus. You have someone with high level accounting experience talking to your auditor.
- You have someone handling your books who DEEPLY understands nonprofit accounting. I love how reassuring this is. Other accountants know accounting but not the nonprofit quirks and grant management demands. TCCFO also has the benefit of being in a lot of nonprofits books so they see what works and integrate that into your system. It's honestly amazing to have immediate access to a high level accountant (our lead is a former nonprofit auditor) to advise on accounting and budgets.
- I also like that, even though we will definitely not be leaving TCCFO, we can. The contract does not lock us into a long term. If we decided to go another direction, we could and we would have the benefit of having integrating better systems.
- The price point is slightly painful, but not unfair. We switched to TCCFO because our amazing lead accounting director and a PT fiscal support were leaving. The expense of TCCFO is about equal to that payroll and benefits.

The one star off is honestly only because the onboarding does take a long time. It took about 6 weeks from inquiry to start of process and then about 3 months to be ready to fully have TCCFO in charge. That did pull a lot of energy, but there's no real way around it. Also, you will have still manage payroll entirely in house so you will need staff to tackle those fiscal pieces and the monthly claims.

The Charity CFO is a pleasure to work with. They are now performing all of our finance functions for our nonprofit organization with a budget of about $5 million. The transition went very smoothly and we expect to actually save funds by outsourcing our finance department. The Charity CFO team is knowledgeable, professional and very responsive. We are looking forward to a long and productive relationship.

Top notch guidance, reliable communication, and efficient service! CCFO led a financial team, platform, and process transition with our statewide 501c3 non profit. They were professional, experienced, concise, and a pleasure to work with. Strongly recommend!

The folks at The Charity CFO have been amazing! As a mid-sized nonprofit our finances are complex and finding a finance director with expertise in nonprofit accounting has been challenging. Tim at The Charity CFO was wonderful to work with. He got up to speed on our rather complex mix of grants and program quickly and offered sound advice for ways to streamline our systems. His expertise is impressive and I really appreciated his ability to explain finances in straightforward, understandable language.

The Charity CFO team is excellent! Our organization made the transition so easy from our paper-based processes to automated expense collection and AP. The team is responsive and knowledgeable. I am so grateful for the support and expertise that we get from working with TCCFO!

I appreciate Charity CFO helping us to streamline our bookkeeping and accounting processes, being responsive to our inquiries, and supporting the whole team's understanding of the organization's financial health. They are great folks!

Took me two years to find a CFO who could do everything our non-profit needs. Professional, experienced, and great communication. Highly recommend.

Our accounting was messy before Tim and the team at The Charity CFO. It is a pleasure to work with an efficient and effective team of accountants that focus on nonprofits.

The Charity CFO took over bookkeeping after years of poor work by another firm. Within two short months the complicated problems we were left with were totally cleaned up, we had implemented new procedures that saved staff time, and we were productively working with our auditors to complete an overdue review of the previous year.

TCCFO's monthly reports provide excellent insights into our organization's finances. They are well formatted, intelligently organized, and give me the information I need to keep the organization running.

TCCFO staff are professional, kind, and good humored. I could not be happier with the service they've provided and look forward to continuing the relationship.