Proact CFO

Proact CFO was hired by a nonprofit organization serving families with disabilities to streamline their accounting processes. The organization, which had recently hired two employees, required assistance in setting up payroll, selecting tax filing software, and consolidating electronic payments. Proact CFO, chosen for its location, culture fit, cost value, and alignment with the company's values, assigned one employee to the project. The Proact CFO team provided consultation on the best payroll software to use, highlighting discounts available to nonprofits, and successfully implemented it. They also guided the organization towards a more cost-effective and efficient credit card processing service, designed specifically for nonprofits. The result was a smooth-running payroll system and a more efficient year-end donor reporting process. The client was highly satisfied with the services rendered by Proact CFO.