MoneyPath FP&A

What MoneyPath FP&A does

MoneyPath FP&A is a privately held, bootstrapped fractional CFO services firm founded in 2023 by Stephen Newland, a Certified Management Accountant (CMA) with 15 years of finance experience across nonprofits, startups, Fortune 500 companies, and a diverse range of industries (fintech, healthcare, SaaS, construction, biotech, media, and others). The company operates as a sole practitioner under the legal entity MoneyPath, LLC, domiciled in Georgia, USA, and delivers all services remotely via scheduled consultations and email support.

The core offering is a three-tier subscription fractional CFO service — Essentials, Plus, and Premium — billed monthly with no long-term contract. Each tier bundles 12+ month cash flow forecasting, board-ready reporting, annual budget management, and monthly review meetings, with Plus adding scenario analysis, grant reporting support, and live dashboards, and Premium adding board/committee attendance, audit support, and systems integrations. The firm serves two primary segments: growing nonprofits with $1m–$10m in annual revenue (the primary ICP) and small businesses ranging from ~$100k to $25m in revenue. MoneyPath explicitly positions its services as complementary to existing bookkeepers and CPAs rather than as replacements.

There is no proprietary technology platform; the product is human advisory work, augmented by a growing library of free content assets (the Mission Margin newsletter/blog, a cash flow forecast template, a grant tracker template, a cash flow guide, and a 150-vendor nonprofit discounts directory) that serve as a top-of-funnel lead-generation engine. The go-to-market model is sales-led: prospects schedule a free 30-minute discovery call via a Google Calendar link. MoneyPath has cumulatively served 50+ organizations, with documented client outcomes including a ~300% revenue lift for a small business after pricing analysis, $1.5m raised against a MoneyPath-built forecast, preparation for a ~$50m business acquisition, and $30k/year in identified unnecessary subscriptions. The company is developing a Financial Blueprint course as a planned productized education offering.

Name

MoneyPath FP&A

Legal name

MoneyPath, LLC

Website

https://moneypathfpa.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

MoneyPath FP&A is a bootstrapped, sole-practitioner fractional CFO services firm founded in 2023, offering tiered monthly subscriptions (Essentials, Plus, Premium) in cash forecasting, board reporting, and budgeting primarily to $1m–$10m nonprofits and small businesses.

Ownership category

akta.pro rank

Product category

Fractional CFO Advisory Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Fractional CFO services
• Nonprofit financial management
• Cash flow forecasting
• Board financial reporting
• Small business advisory

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Fractional CFO Services (Subscription): Monthly subscription-based professional services providing fractional CFO support to nonprofits and small businesses. Three service tiers (Essentials, Plus, Premium) with escalating levels of support. Services include cash forecasting, board reporting, budget management, and strategic financial guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

MoneyPath FP&A provides subscription-based fractional CFO services to growing nonprofits ($1m–$10m revenue) and small businesses, delivered remotely through monthly review meetings and ongoing email support. Services span cash flow forecasting (12+ months), annual budget management, board-ready financial reporting, grant budget/reporting support, pricing analysis, scenario planning, and systems integrations. Engagements are sold in three tiers (Essentials, Plus, Premium) on a month-to-month basis without long-term contracts, positioning the firm as a complementary partner to existing bookkeepers and CPAs.

Product overview

MoneyPath FP&A is a fractional CFO services provider offering tiered consulting plans (Essentials, Plus, Premium) for growing nonprofits and small businesses. The core offering is professional financial guidance delivered through monthly meetings, cash flow forecasting, budget management, and board reporting. The company complements its paid services with free resources including cash flow templates, grant tracking tools, and a nonprofit discounts directory, while developing a Financial Blueprint course for future launch. The Mission Margin newsletter provides ongoing financial education content.

Differentiator

Problem solved

Functional benefit

Brands

• Financial Blueprint: A course geared towards helping growing nonprofits establish financial processes in place so they can focus on their mission.

Products and services

• Fractional CFO Services (Essentials / Plus / Premium tiers) Subscription-based fractional CFO engagement sold in three escalating tiers (Essentials, Plus, Premium) and delivered remotely through monthly 1-2x meetings plus ongoing email support. Essentials covers 12+ month cash forecasts, annual budget management, board-ready reporting, monthly financial review meetings, executive insights, and email support. Plus adds an extra monthly check-in, custom live dashboards, grant budget/reporting support, scenario analysis, and ad hoc analysis projects. Premium adds board/committee meeting attendance, additional board support, financial audit/review support, and systems integrations. Designed for Executive Directors of $1m-$10m nonprofits and small business owners needing CFO-level financial guidance without a full-time hire.

Quantifiable outcome

• 300% revenue increase for small business client
• +3 more outcomes

Named customers10 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bench: Outsourced bookkeeping and financial reporting for SMBs, with CFO-tier add-on services. Competes for the same small business customer and has bundled software + human advisor delivery.
• Acuity CFO: Outsourced fractional CFO firm serving small and mid-sized businesses. Competes on the same month-to-month advisory subscription structure MoneyPath uses, focused on SMBs.
• Kruze Consulting: Fractional CFO and accounting firm focused on venture-backed startups. Direct competitor in the outsourced finance/CFO subscription model that MoneyPath also sells, but with a startup (rather than nonprofit) ICP.
• CFO Leadership: Fractional CFO firm serving SMBs across the US. Direct competitor in subscription-style outsourced CFO engagements for growing small businesses.
• Pilot: Tech-enabled bookkeeping and financial services platform for startups and SMBs, with add-on CFO advisory. Competes with MoneyPath on outsourced finance for smaller organizations and adds software leverage that MoneyPath lacks.
• Cents & Purpose: Fractional CFO and bookkeeping services dedicated to nonprofits. Closest direct competitor in MoneyPath's primary ICP ($1m–$10m nonprofits) and similar subscription-driven model.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 US accounting firm with a strong nonprofit and closely-held business practice offering outsourced CFO/finance leadership. Competes in MoneyPath's primary nonprofit segment but at higher price points and with broader scope.
• BDO USA: Large global accounting and advisory firm offering outsourced CFO and controllership services to SMBs and nonprofits. Competes on breadth and brand, not niche specialization.
• QuickBooks Live (Intuit): Intuit's bundled bookkeeping + advisory service for small businesses and nonprofits using QuickBooks. Competes on price and ecosystem integration rather than bespoke CFO advice.
• Wipfli: Large US accounting and advisory firm with dedicated nonprofit and SMB outsourced finance/CFO offerings. Provides a much broader service catalog that can absorb MoneyPath's mid-market clients as they grow.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/stephenmnewland

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MoneyPath FP&A