The Charity CFO
The Charity CFO is a St. Louis-based outsourced accounting and fractional CFO firm exclusively serving 150+ nonprofit organizations nationwide with flat-rate subscription services spanning bookkeeping, grant management, audit preparation, budgeting, and tax filing.
- Company typePrivate
- Founded2016
- HeadquartersSt Louis, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Charity CFO does
The Charity CFO is a privately held LLC headquartered in St. Louis, Missouri, that provides outsourced CFO and accounting services exclusively to nonprofit organizations. Founded in 2016 by Tosha Anderson and Tim Hudson, the firm serves 150+ client organizations nationwide across nine specialized verticals including Human & Social Services, Education & Workforce Development, Health & Human Services, Legal/Advocacy, Religious/Faith-Based, Arts/Cultural, Fundraising, Youth/Community, and Animal Welfare. Its service portfolio spans Nonprofit CFO Services, Bookkeeping, Accounting, Grant Management, Budgeting & Forecasting, Audit Assistance, System Migration & Tech Integration, and Tax Preparation, delivered through a standardized team model pairing a fractional CFO with an Associate Accountant.
The firm operates on a standardized technology stack centered on QuickBooks Online for core accounting, supplemented by Dext for document capture, Divvy for expense and credit card management, and BILL for accounts payable automation. Its primary proprietary asset is the Charity CFO Financial Blueprint, a 30-point framework synthesized from hundreds of nonprofit engagements that structures advisory work across financial foundation, compliance, goals, health metrics, transparency, and strategic growth. Onboarding runs 60-90 days and includes full system migration from legacy platforms (Sage, Blackbaud, Excel) to the modern cloud stack.
The business model is subscription-based with flat monthly fees customized to each organization's size, transaction volume, and service complexity, and no hourly billing. The firm targets nonprofits with at least $750,000 in annual expenses, with a stated minimum onboarding capacity that creates natural scarcity. Go-to-market is consultative and content-led, driven by a podcast (A Modern Nonprofit), blog, newsletter, webinars, and free resources that generate nationwide inbound demand despite single-office operations in St. Louis. The company has reported a 99.5% client retention rate and is self-described as one of the fastest-growing accounting firms serving the nonprofit sector.
The Charity CFO firmographics
Firmographics- Name
- The Charity CFO
- Legal name
- The Charity CFO, LLC
- Website
- https://thecharitycfo.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Charity CFO is a St. Louis-based outsourced accounting and fractional CFO firm exclusively serving 150+ nonprofit organizations nationwide with flat-rate subscription services spanning bookkeeping, grant management, audit preparation, budgeting, and tax filing.
- Ownership category
- akta.pro rank
The Charity CFO industry classification
Industry- Product category
- Nonprofit Accounting & Fractional CFO Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where The Charity CFO is headquartered
LocationHeadquarters
- HQ city
- St Louis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Charity CFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Outsourced CFO Services: Flat-rate monthly fees for comprehensive nonprofit accounting and CFO services. No hourly billing and no surprise end-of-month charges. Pricing is customized based on organization size, transaction volume, and service complexity. The model provides predictable costs for clients while generating recurring subscription revenue for the firm.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flat-rate monthly CFO and accounting services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
The Charity CFO product offering
Product offeringCore offering
The Charity CFO provides outsourced fractional CFO and full-service accounting exclusively to nonprofit organizations. Its offerings combine strategic CFO advisory (budgeting, forecasting, board reporting, compliance oversight) with day-to-day bookkeeping, grant management, audit preparation, system migration to cloud-based platforms, and nonprofit tax filing (Forms 990/990-EZ/990-N/990-T). Services are delivered through a dedicated team model pairing a CFO advisor with an Associate Accountant, using QuickBooks Online, BILL, Dext, and Divvy as the standardized technology stack.
Product overview
The Charity CFO offers outsourced nonprofit CFO and accounting services through a bundled model that combines fractional CFO strategic leadership with day-to-day bookkeeping and accounting support. Their core service is the Nonprofit CFO Services offering, which includes dedicated CFO advisors paired with Associate Accountants who handle daily financial operations. Additional services are delivered as integrated modules covering Bookkeeping, Accounting, Grant Management, Budgeting & Forecasting, Audit Assistance, System Migration & Tech Integration, and Tax Preparation—all designed specifically for nonprofits and delivered using a standardized tech stack (QuickBooks Online, BILL, Dext, Divvy). The company also produces educational content including the A Modern Nonprofit Podcast and the Financial Blueprint methodology resource.
Differentiator
Problem solved
Functional benefit
Brands
- A Modern Nonprofit: A podcast hosted by founder Tosha Anderson featuring honest conversations with leaders across the nonprofit sector.
Products and services
- Nonprofit CFO Services Fractional CFO services providing strategic financial leadership for nonprofit organizations, including budgeting, forecasting, board reporting, and compliance oversight. Delivered through a dedicated team with CFO-level advisors and associate accountants. For nonprofit executive directors, boards, and finance committees.
- Bookkeeping Day-to-day nonprofit bookkeeping services including transaction entry, account reconciliation, payroll recording, and expense categorization, managed by dedicated Associate Accountants.
- Accounting Higher-level accounting services including balance sheet reconciliations, financial statements, accrual-based journal entries, donor fund tracking, and compliance oversight paired with bookkeeping services.
- Grant Management Post-award grant management including customized budget development, restricted fund tracking, monthly financial reporting aligned with grant requirements, and compliance support for federal, state, and foundation grants.
- Budgeting & Forecasting Strategic budgeting and cash flow forecasting services to help nonprofits plan financially, review assumptions, develop projections, and present budgets to boards.
- Audit Assistance Year-round audit readiness support including preparing audit schedules, evaluating internal controls, serving as liaison with audit firms, and aligning systems with federal grant audit requirements.
- System Migration & Tech Integration Accounting system migration and technology integration services to transition nonprofits to modern cloud-based platforms including QuickBooks Online, BILL, Dext, and Divvy, with hands-on training included.
- Tax Preparation Nonprofit tax services including Form 990, 990-EZ, 990-N, and 990-T preparation, 1099-NEC filing, sales tax compliance, and UBIT documentation.
Companies that use The Charity CFO
Customer profileNamed customers13 records
Segments9 records
Ideal customer profiles1 record
The Charity CFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
The Charity CFO partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
The Charity CFO competitors and assessment
Company assessmentRegional players
- Anders CPAs + Advisors: Mid-sized US accounting and advisory firm with a dedicated nonprofit practice serving arts, education, faith-based, and human services organizations in the Midwest. Comparable vertical focus and outsourced services portfolio, with stronger geographic concentration in the Midwest (similar to The Charity CFO's St. Louis base).
- KraftCPAs: Tennessee-based CPA and advisory firm with a dedicated nonprofit practice offering audit, tax, and outsourced accounting. Comparable end market and outsourced-service delivery model, though with regional Mid-South concentration rather than nationwide reach.
Broad incumbents
- Aprio: National advisory and accounting firm with a nonprofit industry group providing outsourced accounting, advisory, tax, and audit services. Comparable mid-market nonprofit clientele and outsourced-CFO positioning, though much broader in scope.
- Wipfli: Large US accounting and consulting firm with a significant nonprofit industry group providing audit, tax, and outsourced services. Overlaps with The Charity CFO on nonprofit clientele and CFO/advisory offerings, but with a much broader portfolio including healthcare, manufacturing, and financial services.
- CLA (CliftonLarsonAllen): Top-10 US accounting and advisory firm with a dedicated nonprofit practice offering audit, tax, outsourced accounting, and advisory services. Comparable end-customer (nonprofits) and overlapping service modules, but operates as a large full-service firm rather than a focused fractional-CFO specialist.
- FORVIS: Top-10 US accounting firm (formed by the merger of BKD and DHG) with a dedicated nonprofit practice serving health and human services, education, religious, and arts organizations. Comparable target verticals and outsourced accounting offerings, but at significantly greater scale.
- Plante Moran: Large US accounting and advisory firm with a recognized nonprofit practice (Plante Moran Plante & Moran) serving charities, foundations, and membership organizations. Similar nonprofit focus and overlap in audit, tax, and CFO advisory services, but as part of a much larger full-service firm.
Direct peers
- Supporting Strategies: National outsourced bookkeeping and CFO services firm serving small to mid-sized businesses across multiple verticals. Closely comparable business model (subscription, fractional CFO + bookkeeping bundles) and similar GTM, though Supporting Strategies is not exclusively nonprofit-focused.
- CFO Selections: Fractional/interim CFO services firm providing experienced finance executives to growth-stage and mid-market companies. Direct peer on the fractional CFO business model and consulting-led delivery, though not exclusively nonprofit-focused.
Emerging players
- Nonprofit-Focused Bookkeeping Firms (e.g., Bookkeeping for Nonprofits, LLC): Smaller specialty bookkeeping firms serving nonprofits exclusively with QuickBooks-based bookkeeping and basic controller services. Direct peer on nonprofit-only focus and bookkeeping delivery, but a smaller scale and narrower service mix without the strategic CFO layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Charity CFO social profiles
Digital presenceThe Charity CFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Charity CFO leadership team
Management profileNumber of profiles
Profiles13 records
The Charity CFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Charity CFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Charity CFO
What does The Charity CFO do?
The Charity CFO provides outsourced fractional CFO and full-service accounting exclusively to nonprofit organizations. Its offerings combine strategic CFO advisory (budgeting, forecasting, board reporting, compliance oversight) with day-to-day bookkeeping, grant management, audit preparation, system migration to cloud-based platforms, and nonprofit tax filing (Forms 990/990-EZ/990-N/990-T). Services are delivered through a dedicated team model pairing a CFO advisor with an Associate Accountant, using QuickBooks Online, BILL, Dext, and Divvy as the standardized technology stack.
Is The Charity CFO a public or private company?
The Charity CFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Charity CFO founded?
The Charity CFO was founded in 2016. It employs 11 to 50 people.
Where is The Charity CFO based?
The Charity CFO is headquartered in St Louis, United States, in the North America region.
How does The Charity CFO make money?
One revenue line is on record: outsourced CFO Services.
Who are The Charity CFO's main competitors?
Regional players on record are Anders CPAs + Advisors and KraftCPAs. Broad incumbents are Aprio, Wipfli, CLA (CliftonLarsonAllen), FORVIS and Plante Moran. Direct peers are Supporting Strategies and CFO Selections. Nonprofit-Focused Bookkeeping Firms (e.g., Bookkeeping for Nonprofits, LLC) is listed as an emerging player.
Does The Charity CFO have an API?
No public API is recorded for The Charity CFO.
What industry is The Charity CFO in?
The Charity CFO's product category is Nonprofit Accounting & Fractional CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 6199.