The Charity CFO, LLC is an exceptional firm that has received glowing reviews from its clients. According to the reviews, the company is adept at sorting through financial records and cleaning them up, with a great ability to communicate and explain the process throughout. Clients have found the firm to be a "great addition" to their team, with a deep understanding of nonprofit accounting and the ability to handle complex funding streams and grant management demands. The transition to working with The Charity CFO has been smooth, with clients appreciating the responsiveness of the team, the implementation of new integrations and systems, and the guidance provided in building a "guide" to clarify processes and budget rules. Clients have also highlighted the benefit of having a high-level accountant, often a former nonprofit auditor, to advise on accounting and budgets. While the onboarding process can take time, clients have found the price point to be fair, especially when considering the cost savings of outsourcing their finance department. Overall, The Charity CFO has received overwhelmingly positive reviews, with clients expressing their satisfaction with the firm's knowledge, professionalism, and responsiveness, and looking forward to a long and productive relationship.
The team is incredibly responsive, always send thoughtful follow-up emails, and always make themselves available to answer questions.
January 2026
While there have been bumps to iron out in the process and systems, the team has been so dedicated, generous, and willing to go above and beyond to work with us through every issue.
August 2025
The Charity CFO has vastly improved our system, and they have been great to work with!
