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Fractional CFO Services
Concierge CFO provides executive-level financial leadership, advisory services and operational improvements for Public Housing Authorities, nonprofit organizations, and mission-driven entities
Interim & Fractional CFO Leadership
Executive-level financial leadership for organizations that need strategic financial oversight without hiring a full-time CFO. Services may include interim CFO services during leadership transitions, new CFO training and development, fractional CFO advisory support, financial strategy and executive decision support, financial oversight of accounting teams, and board-level financial reporting
Financial Operations Assessment
A comprehensive evaluation of the organization’s financial position, financial processes, and reporting systems. Services may include financial position analysis, cash flow and financial stability review, budget and financial reporting evaluation, internal control review, and identification of operational or financial management gaps
Finance Department Process Improvement
Strengthening financial workflows, internal controls, and reporting processes to improve operational efficiency and financial transparency. Services may include finance department workflow evaluation, process documentation and standardization, internal control improvements, financial reporting enhancements, and operational efficiency improvements
HUD Compliance & Housing Authority Financial Advisory
Specialized financial advisory services for Public Housing Authorities and housing-related nonprofit organizations. Services may include HUD financial reporting guidance, operating subsidy and funding oversight, capital fund financial management support, audit preparation, and financial compliance review
Audit Preparation & Financial Reporting
Helping organizations strengthen documentation, internal controls, and financial reporting processes to ensure readiness for financial audits. Services may include pre-audit financial reviews, audit readiness planning, resolution of prior audit findings, financial statement review, and coordination with external auditors
Accounts Payable Processing & Financial Transaction Oversight
Support for managing and strengthening accounts payable processes to ensure accurate and timely financial operations. Services may include accounts payable workflow review, invoice processing oversight, payment authorization procedures, financial transaction monitoring, and improvement of AP controls and documentation
Accounts Receivable & Revenue Monitoring
Improving visibility into organizational revenue streams and receivable collections. Services may include accounts receivable aging analysis, rent and revenue collection monitoring, delinquency trend reporting, collections process improvement, and financial dashboards and reporting
Aged Receivables Management & Collection Support
Helping organizations address aging receivables and strengthen collection practices. Services may include aged receivable reviews, delinquency monitoring, collections strategy development, reporting dashboards, and guidance on improving revenue recovery processes
Landlord Payment Monitoring & Collections (HCV Programs)
Oversight and monitoring of landlord payment processes within Housing Choice Voucher programs. Services may include review of HAP payments, landlord payment reconciliation, identification of outstanding landlord receivables or overpayments, and development of processes for improved payment tracking and collections when necessary
Implementation of Fiscal Assessments
Providing leadership in implementing recommendations from third-party fiscal or financial assessments. Services may include reviewing assessment findings, prioritizing recommendations, developing implementation roadmaps, strengthening financial controls, and monitoring progress on corrective actions
CFO Recruitment & Finance Leadership Development
Supporting organizations in identifying and developing strong financial leadership. Services may include CFO recruitment guidance, candidate evaluation support, finance leadership development, financial management coaching, and transition support for incoming CFOs
WHO WE SERVE
Concierge CFO works with Public Housing Authorities, nonprofit organizations, housing and community development organizations, government-funded programs, and organizations experiencing financial leadership transitions
ENGAGEMENT MODELS
Services can be structured to meet the needs of each organization and may include interim CFO leadership, fractional CFO advisory services, project-based financial consulting, operational improvement engagements, and financial department development support