Our Interim CFO and Controller Services:

  • Oversight of finance department staff
  • Month end close
  • Oversight of the banking function
  • Cash management and forecasting
  • Monitoring of 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
  • Oversight of the annual audit, tax compliance, and internal controls
  • Grant reporting and compliance
  • Restricted fund tracking
  • Review of cost allocation methodology and analysis of program costs
  • Assessment of finance department structure and staffing
  • Creation of data-driven dashboards and easy-to- understand financial statements
  • Financial process streamlining
  • Budgeting and forecasting enhancements
  • Cash management and forecasting

Outsourced Accounting Services


  • “We have nothing but positive things to say about Tate & Tryon! They fully manage our accounting functions. This has allowed us to concentrate on our core mission and allows us to work as efficiently as possible while giving us the financial insight we need to confidently manage our organization.”

    John Kelly, President, and Lorraine Hurlbutt, Director

  • “As a small nonprofit I have found T&T’s outsourcing services to be invaluable. I really appreciate that T&T understands the world of small nonprofits and is able to work with our limited resources and still provide solutions that are efficient and reasonable for our operations. I am comfortable knowing I have them to handle the finances and my team can concentrate on our core programs and initiatives.”

    Laura Levine, President and CEO
    Jump$tart Coalition


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