“We have cash.
Can we use it?”
Restricted grants and upcoming obligations can tell a different story from the bank balance. Separate what's held from what's available.
Financial leadership for nonprofit organizationsClarity for today.
Clarity for today.
Confidence for
what comes next.
Senior-led accounting and CFO support, grounded in hands-on financial leadership inside nonprofits. Understand your numbers, care for your resources and plan the next step.
ClarityStewardshipStrategy
Two decades in finance.Total finance experience, including hands-on leadership inside nonprofit organizations.
Senior judgment, in the work.Financial leadership connected to accounting, reporting and operational decisions.
Nonprofit complexity, understood.Restricted funds, practical federal grant administration and board-level financial discussions.
The questions behind the workYour mission is clear.
Your mission is clear.
Is your financial picture?
Nonprofit decisions rarely fit neatly into a financial statement. The useful work is connecting the numbers to the choices in front of you.
“We have cash.
“What does the
board need to see?”
Clear reporting connects results, budget differences and cash needs to the decisions your board is being asked to make.
“Can our finances
keep up with us?”
Growth, reimbursement timing and grant requirements put pressure on finance capacity. Build a clearer view of the work and resources ahead.
Support for your missionSound accounting.
Sound accounting.
Practical leadership.
Four connected areas of support, shaped around the financial responsibilities your organization needs help carrying.
01Fractional CFO &
Nonprofit Bookkeeping &
Grant Accounting &
Nonprofit Form 990
Fractional CFO &
Financial LeadershipExplore the service
Budgets, cash planning, financial strategy and board reporting. A financial perspective for your next operating decision.
02Nonprofit Bookkeeping &
Financial ReportingExplore the service
Reliable accounting, reconciliations, financial statements and monthly reporting, with the oversight that makes the numbers useful.
03Grant Accounting &
Restricted FundsExplore the service
Restricted funds, grant budgets, cost allocations and federal grant financial administration. Practical experience with 2 CFR Part 200.
04Nonprofit Form 990
PreparationExplore the service
Annual nonprofit return preparation and related financial reporting support, connecting the filing to the records behind it.
Meet the experience behind the workExperience inside the work.
Experience inside the work.
Care for what comes next.
Luis brings two decades of finance experience, including hands-on financial leadership inside nonprofits. That perspective connects reliable records to the realities of funding, cash timing and organizational priorities.
Operating perspective
Budgets and forecasts are considered alongside the decisions leadership actually needs to make.
Senior-led oversight
A practice built around Luis's financial judgment, with roles and responsibilities defined for each engagement.
Nonprofit substance
Restricted funds, grant cost allocations and reimbursement documentation receive practical attention.
Information with a purpose
Reports help leaders see what changed, what needs attention and what questions to ask next.
A little clarity goes a long way
Cash in the bank is not always cash available to operate.
Move the sliders to see how restrictions and reserves change the picture. The bank balance stays the same. The decision does not.
Interactive illustration · Fictional USD amountsIllustrative bank balance
$300,000
RestrictedBoard-designated reserveAvailable
$120,000
Available before operating commitments
in this fictional illustration.
Cash held for specified purposes, excluded from this general operating illustration.
Unrestricted cash set aside by board policy, separate from restricted cash. No amount is deducted twice.
$300,000 − $135,000 − $45,000 = $120,000 left in this illustration.
Read the static example and calculation
Start with a fictional $300,000 bank balance. Set aside $135,000 in restricted cash and $45,000 in a separate board-designated reserve. This leaves $120,000 in the illustration: $300,000 − $135,000 − $45,000. The restricted cash and reserve do not overlap. The reserve slider is limited to the remaining unrestricted balance.
A simplified teaching illustration, not a liquidity assessment or financial advice. Actual available cash depends on specific restrictions, timing, obligations and organizational policies. A forecast adds the timing of receipts and payments to the picture.
Add the timing of receipts and payments: explore the full CFO cash illustration →
Organizations we’ve worked with
Children at Risk
Yellowstone Schools
Jewish Federation of Greater Houston
PostNet Houston (TX185)
Houston Health Foundation
Whitten & Proctor Fine Art Conservation
Moody Early Childhood Center
NWA Black Heritage
BridgeYear
Carry the Future
Houston Swing Dance Society
Project Remix Ventures
Task Force Nyx
Rehabilitation Services Volunteer Project (RSVP)
Descendants of Olivewood
Solarwind Properties LLC
Arthouse Houston
Viebig, McCommon & Associates, P.C.
Humanity Auxilium, Inc.
Thoughtful ideas for nonprofit leadersBetter questions.
Better questions.
Clearer conversations.
Explore the questions behind cash planning, grant reporting and useful board conversations.
Explore financial insights →Tell us where your nonprofit needs financial support.
Whether you need dependable monthly accounting, help with grant requirements, or financial guidance for what comes next, tell us a little about your organization.