Nonprofit Finance Consulting
CorePath CFO Advisory brings senior-level financial strategy, compliance, and grant management expertise to nonprofits with $2M–$10M in annual budget — without the full-time CFO price tag.
About the Firm
CorePath CFO Advisory was founded by a nonprofit finance professional who spent over a decade as a CFO inside the sector — managing audits, rebuilding broken systems, securing grant funding, and making payroll work when it shouldn't have.
We work exclusively with nonprofits in the $2M–$10M range — organizations that have real complexity, real stakes, and real urgency.
"Nonprofits don't fail because their mission is wrong. They fail because the financial infrastructure underneath it isn't built to last."
— Founder, CorePath CFO Advisory
Senior-Level Experience
15+ years serving as CFO inside nonprofits — not advising from the outside, but in the seat.
Audit & Compliance Expertise
Deep experience with 990 preparation, single audits, federal grant compliance, and internal controls.
Sector-Only Focus
We work exclusively with nonprofits. No for-profit clients, no divided attention.
Hybrid Engagement Model
Live strategy sessions combined with async deliverables — we fit your team's pace.
Services
Whether you need a one-time financial health check or an ongoing fractional CFO partner, every engagement is scoped to your organization's actual situation — not a package pulled off a shelf.
Starter
$2,500 – $4,500 flat fee · Delivered in 3–4 weeks
Growth
$3,500 – $6,000 / month · 3-month minimum
Transform
$12,000 – $25,000 per project · Custom scoped
How It Works
A clear, no-surprise process designed around your organization's calendar and capacity. Most engagements are fully underway within two weeks of signing.
01
Discovery Call
30 minutes to understand your situation, goals, and the most urgent financial challenges you're facing right now.
02
Proposal & Scope
We recommend the right service tier and send a clear statement of work — no surprises, no upsells after you sign.
03
Onboarding
We review your financials, systems, and existing documents. Async intake designed to respect your team's time.
04
Ongoing Work
Regular strategy calls, async deliverables, and direct access to your consultant throughout the entire engagement.
What You'll Walk Away With
Every engagement is measured against three outcomes that actually move your organization forward.
Clean, board-ready reporting that gives your leadership team the confidence to make decisions — and satisfies funders who ask hard questions.
No more scrambling before audit season. We build the controls, documentation, and review processes that make audits a non-event.
Funders review your financials before they say yes. We make sure what they see tells the right story — strong, compliant, and sustainable.
Work With Us
Most of our clients come to us at a turning point — facing an audit, preparing for a major grant, or realizing their financial systems haven't kept pace with their growth. If that sounds familiar, this call is worth 30 minutes of your time.