The Charity CFO, LLC

10/14/2026

Your board doesn't need more reports.

They need the right ones, while the numbers still matter.

Too many nonprofit board meetings are spent reviewing what happened three months ago. By then, the window to act has usually closed.

On Wednesday, October 28 at 12:00 PM CT, we're hosting a free webinar:
Real-Time Reporting: How to Give Boards What They Actually Need

You'll learn:
→ The few numbers your board needs every month
→ How to report faster without burning out your team
→ A one-page format that turns board meetings into decision meetings

Register here: https://thecharitycfo.zoom.us/webinar/register/WN_hTnhUBHASpycMbsBB41Upg

10/14/2026

Landing a big grant can be the start of your organization’s toughest year.

Not because growth is bad. Because programs often grow faster than the infrastructure underneath them.

In the latest episode of A Modern Nonprofit Podcast, Tosha Anderson shares the four-part growth readiness test we use with nonprofit clients: reserves, compliance, administrative capacity, and staff capacity.

One question to think about before you listen: if your nonprofit grew 50% tomorrow, what would break first?

Listen now.

https://thecharitycfo.com/nonprofit-growth-readiness-test/

Growth doesn’t fix a nonprofit’s administrative problems. It magnifies them. Learn the four-part test The Charity CFO uses to help nonprofits decide if they’re ready to scale, and what to fix before…

10/13/2026

Running a nonprofit means wearing a lot of hats, and “finance expert” shouldn’t have to be one of them.

The Charity CFO newsletter brings practical guidance straight to your inbox: tips for keeping your books clean, reminders about compliance deadlines before they sneak up on you, and planning ideas that help your money work harder for your mission.

No jargon. No spam. Just useful insight from a team that works with nonprofits every day.

👉 Subscribe free: https://thecharitycfo.com/resources/

10/08/2026

Strong financial systems make it easier to focus on your mission.

That's why we built a free resource library for nonprofit leaders. Here's what's waiting for you:

📄 Free templates: a nonprofit budget, a chart of accounts, and an operating reserve policy your board can review and approve
📘 E-books, including A Crash Course in Reading Nonprofit Financial Statements and The Charity CFO Financial Blueprint
🎥 On-demand webinars on internal controls, building reserves, budgeting for strategy, and more
🎙️ A Modern Nonprofit Podcast, with bi-weekly conversations on finance, fundraising, and leadership
📚 Our blog and nonprofit accounting glossary, built for busy leaders

Everything is practical, ready to use, and completely free.

Explore the library: https://thecharitycfo.com/resources/

10/02/2026

Most nonprofits in a growth season diagnose the wrong problem.

They see frustrated staff and assume it's a culture issue. They see overwhelm and hire another part-time role. The real issue is usually a structure that hasn't caught up to the mission.

Our new blog breaks down Tosha Anderson's conversation with Dee Benno on leading through the messy middle, including her five-part framework and the three questions every nonprofit leader should answer for the next 30 days.

Read the full article. Link in comments.

10/02/2026

If your smartest people seem confused, you don't have a people problem. You have a structure problem.

On the latest episode of A Modern Nonprofit Podcast, Tosha Anderson talks with Dee Benno, VP of People and Operations at the Air Conditioning Contractors of America, about the messy middle: the stage when your mission grows faster than the systems supporting it.

Listen now.

https://thecharitycfo.com/nonprofit-structure-problem-or-people-problem/


Link in comments.

When a nonprofit's mission grows faster than its structure, decisions stall, roles blur, and even your smartest people start to feel confused. Dee Benno, VP of People and Operations at the Air…

09/30/2026

We got to celebrate Isabel's 5-year work anniversary at yesterday's State of the Firm meeting! 🎉

For five years, Isabel has been one of the first faces our nonprofit clients meet at The Charity CFO. As an Onboarding Accountant, she takes the messy, overwhelming first steps of a new engagement (cleaning up books, untangling past records, building a solid foundation) and turns them into a smooth start. Clients leave onboarding feeling confident and cared for, and that's a direct reflection of her.

Isabel's attention to detail, patience, and genuine care for the organizations we serve make a real difference, both for our clients and for the teammates who get to work alongside her.

Thank you for five incredible years, Isabel. We're so grateful to have you on the team and can't wait to celebrate many more! 💙

09/30/2026

Today's the day.

If your nonprofit is growing — new program, new funding, new headcount — and your systems haven't caught up yet, this one's for you.

Program Growth Without the Chaos: How to Scale Responsibly airs today at 12pm CT. We'll cover the four things that quietly break during growth (finance, compliance, people, and systems) and what to check before you commit to the next stage.

Register now — link below.

09/30/2026

52% of nonprofits have three months of cash on hand or less, according to Nonprofit Finance Fund's 2025 State of the Nonprofit Sector Survey.

That number alone should give any growing nonprofit pause — because a big grant or a new program doesn't fix a thin cushion. It just means you're scaling on top of it.

Tomorrow at 12pm CT, we're breaking down what it actually takes to grow responsibly — not just the finance side, but the compliance, HR, and systems capacity that has to grow with it.

Program Growth Without the Chaos: How to Scale Responsibly. Free. Link in the comments — save your seat.

09/23/2026

Growth is supposed to feel like progress. For a lot of nonprofits, it feels more like a slow-motion scramble.

A new grant lands. A new hire starts in a state you've never operated in. A new program needs its own tracking system. None of it seems like a big deal in the moment — until reporting starts lagging, the board stops trusting the numbers, or an audit finding shows up right when you can least afford it.

Here's the pattern we see most often: the org didn't outgrow its mission. It outgrew its infrastructure — finance, HR, and IT quietly falling behind the pace of the work.

In our free webinar, we're walking through a practical readiness check nonprofit leaders can run before committing to the next round of growth:

→ How much cash cushion you actually need before scaling
→ The compliance blind spots that show up the moment you hire across state lines
→ Why patchwork systems cost more than the tools themselves
→ A build vs. outsource framework for finance, HR, and IT
→ Four moves you can make in the next 90 days

If you're planning expansion — or just want a gut check before your next big grant — this one's for you.

📅 September 30th, 2026
🔗 Register for FREE: https://thecharitycfo.zoom.us/webinar/register/WN_fKGrBYEES7iExmlZ5GnWWw