Doubling Cash Reserves In Two Years Through CFO Services

At a Glance

This non-profit organization needed a financial presence on their board that could present financial reports on a monthly basis. We stepped in and immediately updated their bookkeeping software, provided fresh & understandable reports, increased fundraising efforts, provided educational services to donors, created an investment fund and planned for capital campaigns.


This client needed a financial position on their board filled. This nonprofit was using an outdated bookkeeping software, had few investments, scattered bank accounts and no goal structure. They also needed assistance creating a vision, fundraising and understanding their financial positions.

The Solution

First, we moved all of their funds into one bank that allowed for modern banking. Then, we updated their bookkeeping software and reconciled to date. After creating reports that provided the board with a clear understanding of the micro & macro financial situations we created a goal structure. Next, we enabled online donations and provided resources for donors to understand the financial situation. Then, we worked with donors and the board to create an investment fund. We then helped them run their largest fundraiser to date and began planning for future capital campaigns. We have doubled cash reserves, increased fundraising efforts, created and grew an online presence, educated donors, established an investment portfolio, initiated goal setting and built a vision for the future.

Type Of Client:

Non-Profit Organization

Services Provided:

  • Bookkeeping
  • Monthly board meetings
  • Monthly & annual reports
  • Updated financial & operational systems
  • Created an investment fund
  • Fundraising
  • New website
  • Goal structure

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.