Our organization benefited from Counterpart CFO expertise when our longtime CFO retired this past winter. Dan was able to step in and seamlessly help direct our financial operations while we searched for our new leader in this area. We are very grateful to Dan and the expertise he provided during this transition.
Nonprofits are not a “sideline” for us.
They are our primary business!
Even if you can’t afford a full-time Chief Financial Officer, you still need the financial skills that one provides.
Do you find it difficult to —
- grasp your organization’s financial position, cash flow, or where you’ll finish the year?
- identify the direct & indirect costs of every department?
- create a budget & forecast and use them as management tools?
- get “into the black” even after cutting expenses?
If you sometimes answer “yes” to any of these questions, we can help!
Nearly every day, you’re faced with “financial impact” decisions. Do you have the information you need to make those decisions? Our CFO partners are credentialed experts who have solved problems for many years at the top levels of their fields. We understand the distinctive nature of nonprofit finance and reporting, and we can help you solve your financial puzzles.
What are the financial ghosts keeping you up at night? We can help!
You can have confidence in Counterpart CFO. We are fully insured for your protection.
OUR TEAM
Daniel K. Weiss, CPA, JD
President
James Martin, CPA, CEBS, CMA
Partner & Client Service Director, Central Ohio
Trusted partners
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