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

Financial Clarity So Your Mission Never Has to Wait

Financial Clarity So Your Mission Never Has to WaitFinancial Clarity So Your Mission Never Has to WaitFinancial Clarity So Your Mission Never Has to WaitFinancial Clarity So Your Mission Never Has to Wait

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 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.

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 - 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. 

About Us

Why We Exist

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.

Who We Serve

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.

Who We Are

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.

Our Values

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.

Solutions

Expert financial leadership, without the full-time cost

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.

Virtual CFO

Delivering executive-level financial guidance, our Virtual CFO acts as a trusted partner to your leadership and board, providing strategic insights and oversight.

Virtual Controller

Providing disciplined oversight of your monthly financial close, our Virtual Controller ensures accuracy and compliance, supplementing your existing team with senior expertise.

Solution Details

Virtual CFO

Strategy

Strategic Guidance

reserve policy, scenario modeling, new funding analysis

Board and Committee Support

monthly financial package and quarterly virtual meeting attendance

Budget Oversight

ongoing monitoring, variance analysis, and mid-year reforecast

Cash Flow Planning

rolling 3-6 month model updated monthly

Fund and Restriction Tracking

net asset releases, deferrred revenue, donor compliance

Grant Reporting and Compliance

financial reports for all active grants, grant compliance, funder communication

Government Contract Reporting

financial reporting and indirect cost tracking

Additional Services

audit coordination, annual budget facilitation, and 990 support available, policy development


Virtual Controller

Accuracy and compliance

Internal Controls & Policies

we will help strengthen and document your internal controls to keep financial policies and procedures up to date

Financial Review

monthly financial statement review and discussion

Month-End Close

month-end journal entry review and adjustments, bank reconciliation sign-offs

Bookkeeper Oversight

supervision and guidance for existing bookkeeper

Grant Management

grant coding accuracy, fund accounting setup, monthly grant expense detail review

Additional Services

 accounting system implementation or cleanup

Contact Us

See Your Financials More Clearly

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. 

JM Nonprofit Advisors, LLC

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