Our interim staffing solutions provide the board, staff and constituents with the confidence that the organization’s financial well-being is looked after while you take the time necessary to search for the right CFO.

Interim CFO Services:

  • Oversight of the finance department staff
  • Dashboards that include key metric bench-marking and trend analysis
  • Business process streamlining
  • Budgeting and forecasting
  • Oversight of the banking function
  • Cash management and forecasting
  • Monitor investments
  • Presentation of financial results to the Finance Committee and Board of Directors
  • Financial orientation/training for Board and management
  • Federal, corporate and foundation grant application and compliance
  • Indirect cost rate applications for federal grants
  • Internal control design
  • Oversight of the annual audit
  • Oversight of tax compliance
  • Cost allocations systems to better measure the true cost of each program
  • Assessment of staffing needs

Interim CFO Testimonials

““Just a note that our interim CFO from Tate & Tryon and I sat with the auditors this afternoon for our exit interview, and I am thrilled to report that the audit opinion is unqualified, which is the highest and most positive classification they can give. I also heard them say this was the “easiest and fastest” audit they had ever conducted for PAI. So kudos and congrats to the Tate & Tryon team—and all who supported them—in helping achieve this result for PAI.”

Suzanne Ehlers, President/CEO
Population Action International

Your Dedicated Interim CFO will be backed by a team of professionals at Tate & Tryon.

A team with a wealth of experience specializing in nonprofit accounting, assurance, technology, tax and advisory services.

Latest from the Blog

Upcoming IRS Partnership Audit Changes Could Affect your Organization

By: Deborah G. Kosnett, CPA A major change in how the Internal Revenue Service audits partnerships is quickly approaching. Effective January 1, 2018, all IRS partnership audits will take place at the partnership level, as [...]

Contracts – No Surprises

By: Jeff Quigley, CPA, Partner If you were surprised by the outcome of your recent tax preparation, you may now be motivated to make some changes. You may decide to adjust your withholdings, commit to [...]

Join us on October 24th for the 2017 Nonprofit CFO of the Year Awards Luncheon

Please join us on October 24th for the 2017 Nonprofit CFO of the Year Awards Luncheon at the Grant Hyatt in Washington, DC. Co-hosted by Tate & Tryon, West, Lane & Schlager, and Association TRENDS, [...]

Contact Us
Visit Resource Library
Submit RFP