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 specialized in nonprofit accounting, assurance, technology, tax and advisory services.

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