JM Nonprofit Advisors, LLC
Virtual CFO & Controller Services

JM Nonprofit Advisors, LLC Virtual CFO & Controller ServicesJM Nonprofit Advisors, LLC Virtual CFO & Controller ServicesJM Nonprofit Advisors, LLC Virtual CFO & Controller Services

JM Nonprofit Advisors, LLC
Virtual CFO & Controller Services

JM Nonprofit Advisors, LLC Virtual CFO & Controller ServicesJM Nonprofit Advisors, LLC Virtual CFO & Controller ServicesJM Nonprofit Advisors, LLC Virtual CFO & Controller Services

Nonprofit Financial Consulting for Clarity and Mission Success

Nonprofit Financial Consulting for Clarity and Mission SuccessNonprofit Financial Consulting for Clarity and Mission SuccessNonprofit Financial Consulting for Clarity and Mission SuccessNonprofit Financial Consulting for Clarity and Mission Success

Your mission is too important to be slowed down by financial uncertainty.

Nonprofit leaders are pulled in every direction. You're managing programs, leading staff, cultivating donors, and navigating board relationships—all while trying to make sense of your nonprofit's finances. When the financial picture isn't clear, everything else gets harder. 


Most nonprofits don't require a full-time CFO, but they do need a knowledgeable Controller who understands nonprofit finance deeply—covering areas like grants, restrictions, audits, government contracts, and board reporting. This expertise can be provided without the full-time price tag.

A clear, empty road flanked by trees under a bright blue sky.

When your finances are in order, you can lead with confidence.

Remain Compliant: Grants, government contracts, and audit requirements managed with care by your CFO or Controller ensure that nothing falls through the cracks. 


Reduce Risk: Strong internal controls and financial oversight from your finance team protect your nonprofit organization and build trust with your board and donors. 


Plan Strategically: With clear cash flow projections and budget management, your CFO can help you make decisions with confidence, not anxiety. 


Focus on Mission: When the financial infrastructure is solid, led by a knowledgeable CFO or Controller, you can effectively lead programs, develop relationships, and raise the funds your nonprofit mission needs.

About Us

Why We Exist

Nonprofit leaders are pulled in every direction. You're managing programs, leading staff, cultivating donors, and navigating board relationships—all while trying to make sense of your nonprofit's finances. When the financial picture isn't clear, everything else gets harder. 


Most nonprofits don't require a full-time CFO, but they do need

Nonprofit leaders are pulled in every direction. You're managing programs, leading staff, cultivating donors, and navigating board relationships—all while trying to make sense of your nonprofit's finances. When the financial picture isn't clear, everything else gets harder. 


Most nonprofits don't require a full-time CFO, but they do need a knowledgeable Controller who understands nonprofit finance deeply—covering areas like grants, restrictions, audits, government contracts, and board reporting. This expertise can be provided without the full-time price tag.

Who We Serve

Remain Compliant: Grants, government contracts, and audit requirements managed with care by your CFO or Controller ensure that nothing falls through the cracks. 


Reduce Risk: Strong internal controls and financial oversight from your finance team protect your nonprofit organization and build trust with your board and donors. 


Plan Strat

Remain Compliant: Grants, government contracts, and audit requirements managed with care by your CFO or Controller ensure that nothing falls through the cracks. 


Reduce Risk: Strong internal controls and financial oversight from your finance team protect your nonprofit organization and build trust with your board and donors. 


Plan Strategically: With clear cash flow projections and budget management, your CFO can help you make decisions with confidence, not anxiety. 


Focus on Mission: When the financial infrastructure is solid, led by a knowledgeable CFO or Controller, you can effectively lead programs, develop relationships, and raise the funds your nonprofit mission needs.

Who We Are

We bring a wide and deep spectrum of experience in nonprofit finance. Our background includes public accounting auditing, as well as roles within nonprofits such as accounting manager, controller, and CFO. This unique combination provides us with something rare: both the technical rigor of an auditor/CPA and the practical, mission-first p

We bring a wide and deep spectrum of experience in nonprofit finance. Our background includes public accounting auditing, as well as roles within nonprofits such as accounting manager, controller, and CFO. This unique combination provides us with something rare: both the technical rigor of an auditor/CPA and the practical, mission-first perspective of someone who has held these critical positions. Outside of work, we enjoy riding horses, hiking in the mountains, walking our dogs on trails, diving into a good book, and embracing new experiences. Family is everything to us. That rootedness in real life enhances the meaning of our work—nonprofit finance isn't abstract; it supports real programs, real people, and real communities.

Our Values

Built on Trust: Our commitment to transparency and consistency in finance earns your trust every step of the way. Collaboration: We integrate with your team, providing ongoing support tailored to the unique financial needs of your nonprofit. Curiosity: Every nonprofit is unique. We ask questions and tailor our approach to fit your finance needs.

Solutions

Expert financial leadership, without the full-time cost

Nonprofit leaders are pulled in every direction. You're managing programs, leading staff, cultivating donors, and navigating board relationships—all while trying to make sense of your nonprofit's finances. When the financial picture isn't clear, everything else gets harder. 


Most nonprofits don't require a full-time CFO, but they do need a knowledgeable Controller who understands nonprofit finance deeply—covering areas like grants, restrictions, audits, government contracts, and board reporting. This expertise can be provided without the full-time price tag.

Virtual CFO

Remain Compliant: Grants, government contracts, and audit requirements managed with care by your CFO or Controller ensure that nothing falls through the cracks. 


Reduce Risk: Strong internal controls and financial oversight from your finance team protect your nonprofit organization and build trust with your board and donors. 


Plan Strategically: With clear cash flow projections and budget management, your CFO can help you make decisions with confidence, not anxiety. 


Focus on Mission: When the financial infrastructure is solid, led by a knowledgeable CFO or Controller, you can effectively lead programs, develop relationships, and raise the funds your nonprofit mission needs.

Virtual Controller

We bring a wide and deep spectrum of experience in nonprofit finance. Our background includes public accounting auditing, as well as roles within nonprofits such as accounting manager, controller, and CFO. This unique combination provides us with something rare: both the technical rigor of an auditor/CPA and the practical, mission-first perspective of someone who has held these critical positions. Outside of work, we enjoy riding horses, hiking in the mountains, walking our dogs on trails, diving into a good book, and embracing new experiences. Family is everything to us. That rootedness in real life enhances the meaning of our work—nonprofit finance isn't abstract; it supports real programs, real people, and real communities.

Solution Details

Virtual CFO

Strategy

Strategic Guidance

CFO-level guidance on strategic financial topics such as a reserve policy, scenario modeling, or new funding analysis

Board and Committee Support

Our monthly financial package includes comprehensive finance reports and insights. Additionally, we offer quarterly virtual meetings to discuss strategies and updates.

Budget Oversight

Ongoing budget monitoring, variance analysis, and mid-year reforecast are essential tasks that the CFO must prioritize to ensure financial stability.

Cash Flow Planning

Our rolling 3-6 month cash flow model is essential for effectively managing financial strategies.

Fund and Restriction Tracking

Understanding net asset releases and deferred revenue is crucial to ensure financial reporting compliance.

Grant Reporting and Compliance

Our financial reports for all active grants ensure grant compliance and facilitate effective communication with funders.

Government Contract Reporting

Effective financial reporting and indirect cost tracking are essential to ensuring accurate financial management and transparency.

Additional Services

We offer audit coordination, annual budget facilitation, and 990 support tailored for nonprofits. Additionally, our services include policy development to enhance overall financial management.


Virtual Controller

Accuracy and compliance

Internal Controls & Policies

We will assist you in strengthening and documenting your internal controls, ensuring that your nonprofit's financial policies and procedures remain up to date.

Financial Review

The monthly financial statement review and discussion is an essential practice in any nonprofit organization to ensure financial health and transparency.

Month-End Close

The month-end journal entry review and adjustments are crucial to ensure accurate financial reporting. Additionally, bank reconciliation sign-offs play a significant role in maintaining the integrity of the financial operations.

Bookkeeper Oversight

Supervision and guidance for the existing bookkeeper is essential, reducing the risk of errors and directing questions away from you.

Grant Management

To ensure grant coding accuracy, it is important to implement a robust fund accounting setup and perform a thorough monthly grant expense detail review.

Additional Services

Implementing or cleaning up an accounting system is time-consuming and daunting, but it will greatly improve your financial reporting.

Contact Us

See Your Financials More Clearly

A free 30-minute consultation is the best way to determine if JM Nonprofit Advisors, with our expertise in finance, CFO, and Controller services, is the right fit for your nonprofit. There's no obligation—just a straightforward conversation about where you are, where you want to go, and how we might assist you.

JM Nonprofit Advisors, LLC

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