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Simplify Finances.
 
Amplify Impact.

Two people looking at finance chart

Fractional CFO services for nonprofits and social entrepreneurs navigating growth.

We'll help you answer the toughest financial questions:

  • Can I afford to hire additional staff?​

  • Will I have enough cash over the next year?

  • How do I communicate our numbers clearly to my board?

  • Where can I cut expenses without an impact on programs?

  • What do I need to do to be audit ready?

What to expect

Review
👀

During onboarding, we'll review your chart of accounts & accounting processes.

We'll make suggestions that will make it easier to draw insights from your financial data. Then we'll work with your bookkeeper or CPA to make any changes.

Forecast
🪄

We'll work with you to understand the key levers of your organization then build a forecast centered around them.

This will show you how much cash you're projected to have over the next 12+ months. We'll keep it updated as your organization changes.

Insights
🕵️

You'll have access to custom reports built for your organization focused on what will help you drive your mission forward.

We'll use these to draw practical insights about your organization so you feel more confident making key decisions.

"I have first hand experience with Stephen over at MoneyPath. As an entrepreneur, investor and operator I can’t recommend them enough. They provide clarity and CFO quality guidance. Engage with MoneyPath without hesitation. Your business will thank you."

Josh Rhodes

Common Questions

About

Stephen Newland, CMA

Over the past 15 years, Stephen has worked in finance roles at a variety of organizations including nonprofits, startups, early-stage companies, and Fortune 500.

 

He has experience in a variety of industries including fintech, financial literacy, foster care, healthcare, professional services, e-commerce, SaaS, construction, real estate, biotech & media.

He believes in making finance simple & actionable. Finance and accounting doesn't have to be complicated! 

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