Proact CFO

Proact CFO successfully provided accounting services to a nonprofit organization serving families with disabilities. The company was hired with the objectives of setting up payroll, selecting tax filing software, and streamlining electronic payments setup. The organization found Proact CFO through a referral and chose them due to their proximity, culture fit, cost-effectiveness, and aligned company values. Proact CFO assigned one employee to this project. They helped the organization, which had recently hired two employees, to set up payroll software and processes. They also guided them to discounts available to nonprofits. The organization now has efficient payroll systems in place. Additionally, Proact CFO assisted in consolidating the organization's credit card processing services from several companies to one that specifically caters to nonprofits. This resulted in reduced costs and is expected to make year-end donor reporting more efficient.