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 finances. When the financial picture isn't clear, everything else gets harder.
Most nonprofits don't need a full-time CFO. But they do need someone who knows nonprofit finance deeply - grants, restrictions, audits, government contracts, board reporting - and can provide that expertise without the full-time price tag.
Remain Compliant:
Grants, government contracts, and audit requirements managed with care - nothing falls through the cracks.
Reduce Risk:
Strong internal controls and financial oversight protect your organization and build trust with your board and donors.
Plan Strategically:
Clear cash flow projections and budget management so you can make decisions with confidence, not anxiety.
Focus on Mission:
When the financial infrastructure is solid, you can lead programs, develop relationships, and raise the funds your mission needs.
JM Nonprofit Advisors was founded on a simple belief: nonprofit organizations deserve the same quality of financial leadership as any well-resourced company - and they shouldn't have to pay full-time executive salaries to get it.
The organizations we serve are doing work that matters - in human rights & services, animal welfare, housing, the arts, environmental protection, and more.
We work best with nonprofits that have an annual operating budget between $1M and $40M, have a bookkeeper or accounting staff but no CFO or Controller, and want a long-term financial p
The organizations we serve are doing work that matters - in human rights & services, animal welfare, housing, the arts, environmental protection, and more.
We work best with nonprofits that have an annual operating budget between $1M and $40M, have a bookkeeper or accounting staff but no CFO or Controller, and want a long-term financial partner, not a one-time project consultant. Since we are virtual, we have no location restrictions, but we are based in the U.S.
We bring a wide and deep spectrum of experience. We have experience in public accounting auditing, as well as roles within nonprofits such as accounting manager, controller, and CFO. This combination gives us something rare: both the technical rigor of an auditor/CPA and the practical, mission-first perspective of someone who has sat in y
We bring a wide and deep spectrum of experience. We have experience in public accounting auditing, as well as roles within nonprofits such as accounting manager, controller, and CFO. This combination gives us something rare: both the technical rigor of an auditor/CPA and the practical, mission-first perspective of someone who has sat in your seat.
Outside of work, we enjoy riding horses, hiking in the mountains, walking our dogs on trails, being deep in a good book, and living new experiences. Family is everything to us. That rootedness in real life is part of what makes the work meaningful - nonprofit finance isn't abstract. It supports real programs, real people, and real communities.
Built on Trust: Our commitment is transparency and consistency, earning your trust every step.
Collaboration: We integrate with your team, providing ongoing support.
Curiosity: Every nonprofit is unique. We ask question and tailor our approach to fit your needs.
Customized financial strategies tailored to your nonprofit's unique needs. Transparent monthly fees ensure predictable budgeting without surprises. One-time projects are scoped and priced separately.
Delivering executive-level financial guidance, our Virtual CFO acts as a trusted partner to your leadership and board, providing strategic insights and oversight.
Providing disciplined oversight of your monthly financial close, our Virtual Controller ensures accuracy and compliance, supplementing your existing team with senior expertise.
Strategy
reserve policy, scenario modeling, new funding analysis
monthly financial package and quarterly virtual meeting attendance
ongoing monitoring, variance analysis, and mid-year reforecast
rolling 3-6 month model updated monthly
net asset releases, deferrred revenue, donor compliance
financial reports for all active grants, grant compliance, funder communication
financial reporting and indirect cost tracking
audit coordination, annual budget facilitation, and 990 support available, policy development
Accuracy and compliance
we will help strengthen and document your internal controls to keep financial policies and procedures up to date
monthly financial statement review and discussion
month-end journal entry review and adjustments, bank reconciliation sign-offs
supervision and guidance for existing bookkeeper
grant coding accuracy, fund accounting setup, monthly grant expense detail review
accounting system implementation or cleanup
A free 30-minute consultation is the best way to find out if JM Nonprofit Advisors is the right fit. There's no obligation - just a straightforward conversation about where you are, where you want to go, and how we might help.

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