4 fists bumping

Nonprofits are not a “sideline” for us.

They are our primary business!

Add a Nonprofit Finance Expert to Your Team


Add a nonprofit finance expert to your team — a qualified Chief Financial Officer.

You’re faced with “financial impact” decisions every day. Do you have the information you need to make those decisions?

Whether you want to add ongoing CFO expertise to your management team or just need an Interim CFO, we can help!

Our CFO partners are credentialed experts who have solved problems for many years at the top levels of their fields.

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!

You can have confidence in Counterpart CFO. We are fully insured for your protection.


Founder & Client Service Director, Sarasota

Dan Weiss, CPA (inactive), JD, is a respected practitioner, speaker, and thought leader focused on financial sustainability.  As a CPA and attorney, he has devoted the past 35+ years helping nonprofits and businesses maximize their success.

In 2012, Dan founded Counterpart CFO to provide support to the community-based work of nonprofit organizations.  His mission has been not only to sustain nonprofits but to help them thrive in an increasingly complex environment.  Dan’s areas of expertise include driving revenue and designing accounting systems that will support decision making.

As an instructor in both graduate and undergraduate studies, Dan’s courses for the University of South Florida Sarasota-Manatee, Muskingum University, and Keller Graduate School of Management have included finance, accounting, business law, business strategy, and business ethics.

Dan enjoys golf as well as playing guitar and piano.

QuickBooks Certified ProAdvisor

Partner & Client Service Director, Central Ohio

Jim Martin, CPA, CEBS, CMA, MBA, has served as CFO of an $8 billion government public pension fund, a 130,000 member statewide association, and a public Housing Authority. He has been responsible for budgets ranging from $25 to $656 million and reported to boards ranging in size from 5 to 54.

Jim’s areas of expertise include public and private pension funds, membership organizations, community foundations, health care, and employee benefits.  In addition to his focus on internal controls as the foundation for a successful operation, he’s always looking for continuous improvement opportunities to maximize efficiencies.

Jim’s broad and diverse experiences make him a valued and in-demand management team member for each of his clients.

In his spare time, Jim enjoys playing racquetball and working on cars.

QuickBooks Certified ProAdvisor


Mandi Arthur has many years of experience both designing and managing accounting information systems. She also has the business operations experience that promotes a successful link with operational leaders.

Another strength of Mandi’s is her knowledge of technology. This allows her to recommend the labor-saving benefits of technological solutions while balancing the costs of investment and implementation. Software vendors often understate the challenges of integrating a database with an accounting system. Mandi has “been there, done that” in a way that will help ensure your integration success.

Her strong attention to detail coupled with seeking improvements in efficiency will allow your organization to focus more on its mission.

As a Florida native, Mandi enjoys many outdoor activities with her husband and two young children. She is also passionate about music and grateful to live in an area where she can share her passion for the arts alongside her family and friends.


Angie Shock, CPA (inactive), has a rich and varied background in accounting, finance, and operations.  Her deep understanding of cash flow analysis has allowed her to assist large and complex organizations with effectively managing cash in a rapidly changing environment.

Angie also has extensive experience developing and writing internal control processes as well as pricing, construction, New Market Tax Credits, and debt management.

In her personal time, Angie likes to swim, walk, and read.  Her guilty pleasures are crime podcasts and Instagram cooking sites.


It is my great pleasure to provide a recommendation for James Martin. He worked with our agency for a little over a year providing CFO services. His non-profit experience, knowledge of federal grant requirements, and audit skills made him a great fit to step in during a crisis. He worked closely with our team by guiding audits, teaching GAAP, improving accounting software use, and developing better policies/internal controls. The results were positive monitoring reports from our funders and a great private audit result. Jim helped with developing our Accounting team to the point that we are now ready for our new full-time CFO to take over! We appreciate all that he did and consider him a great friend of the agency.
Area Agency of Aging 3 logo

Jacqi Lucke-Bradley

CEO, Area Agency on Aging 3

I’ve worked with Dan in various capacities for years and have always found him to be the consummate professional. He brings intelligence, experience, and a positive outlook to his engagements. On our most recent project, Dan’s insights and guidance helped us make some critical business decisions in a very short time frame. I have complete confidence in his ability to analyze a complex situation and provide reasonable, actionable recommendations!

Marie Selby Botanical Gardens logo

Wendy Deming

Chief Operating Officer, Marie Selby Botanical Gardens

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To learn specifically how Counterpart CFO can help, contact us for a no-cost, no-obligation consultation.

(844) 446-4448 (toll-free)
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