Remote CFO Expertise Built for Faith-Based and Mission-Driven Organizations

Monthly Close and Financial Reporting for Nonprofits and Churches

Simplicity Financial owns the monthly close, account reconciliations, and financial statement preparation so leadership always has accurate numbers to work from. Board and finance committee reporting packages are prepared in a format that leadership and boards can actually use, not just a pile of transactions.

Fund Accounting and Restricted Gift Tracking

Churches, nonprofits, and private schools manage money differently than for-profit businesses. Restricted gifts, grant funds, and designated donations require fund accounting that tracks each dollar to its intended purpose. Simplicity Financial handles this with the precision that auditors and donors expect. See how CFO services for nonprofit organizations apply in practice.

Internal Controls, Audit Preparation, and Compliance Oversight

Financial risk does not wait for a convenient time. Simplicity Financial designs and oversees internal controls, manages payroll and AP workflows, and prepares organizations for audits, serving as the liaison with outside auditors when needed. For faith-based organizations navigating California compliance requirements, this oversight is built into every engagement.

Budgeting, Forecasting, and Strategic Decision Support

Growing organizations need more than accurate historical records. They need forward-looking financial thinking. Simplicity Financial provides budgeting support, variance analysis, cash flow planning, and strategic decision support so leadership can make confident financial decisions. Read more about CFO services in California.

Small business owner served by Simplicity Financial remote outsourced CFO services

Fractional CFO Services for Churches, Nonprofits, and Private Schools

At Simplicity Financial, fractional CFO support is designed for organizations that need more than bookkeeping but do not require a full-time hire. This is outsourced controller work: Simplicity Financial owns the monthly close, the accuracy of your books, the financial reporting, and the internal controls, and translates the numbers into something boards and leadership can actually act on.

Every engagement is remote. Clients across Southern California, including Los Angeles, Orange County, Irvine, the Inland Empire, and San Diego, as well as organizations across the country, work with Simplicity Financial entirely online. There are no in-person requirements.

Shaun Glenn, CPA, MSA, MST leads every engagement personally. With 15+ years dedicated to church and nonprofit finance, he brings expertise in fund accounting, multi-campus and multi-entity reporting, restricted gift tracking, and the compliance realities specific to faith-based organizations and private schools. These are not areas a general controller typically knows. They are the core of what Simplicity Financial does.

What is Included in Fractional CFO Services

Simplicity Financial’s fractional CFO service covers the full scope of outsourced controller support:

  • Monthly close and account reconciliations
  • Financial statement preparation (budget vs. actuals, income statement, balance sheet)
  • Board and finance committee reporting packages
  • Fund accounting and restricted fund tracking
  • Internal controls design and oversight
  • Payroll and AP workflow oversight
  • Audit preparation and liaison with outside auditors
  • Budgeting support and variance analysis
  • Cash flow planning and forecasting

Strategic Financial Planning for Growing Organizations

A fractional CFO builds financial plans that align with your goals and your reality. From cash flow projections to long-term budgeting, every plan is designed to keep your organization prepared for growth and financially ready for what comes next.

Budget Management and Cost Optimization

Simplicity Financial reviews your current expenses, identifies where money is being lost or misallocated, and builds a spending strategy aligned with your revenue and mission goals. The result is a budget that actually works for your organization.

Forecasting and Board-Ready Financial Reporting

An outsourced CFO turns your financial data into forward-looking clarity. Detailed reports and board-ready packages give leadership the insights needed to make confident decisions on hiring, expansion, and program investment.

Risk Management and California Compliance

California-specific regulatory requirements, multi-campus payroll obligations, and nonprofit compliance demands add complexity that most financial professionals have not encountered. Simplicity Financial builds proactive strategies to manage that risk before it becomes a problem.

Why Hire Remote Fractional CFO Services From Simplicity Financial?

Deep Specialization in Church and Nonprofit Finance

Most fractional CFO providers serve general business clients. Shaun Glenn, CPA, MSA, MST has spent 15+ years working specifically in church, nonprofit, and private school finance. Fund accounting, Form 990, UBIT analysis, clergy compensation, and California property tax exemptions are not edge cases here. They are the work.

Fully Remote, Available Across Southern California and Nationwide

Every Simplicity Financial engagement is delivered entirely online. Whether you are in Los Angeles, Irvine, the Inland Empire, San Diego, or anywhere else in the country, there are no in-person requirements and no geographic limitations.

Outsourced Controller Support, Not Just Advisory

Simplicity Financial does not provide recommendations and step back. The firm owns the monthly close, the accuracy of the books, and the reporting. Leadership gets accurate financials and board-ready packages without managing the process themselves.

No General Pricing or Packages

Every engagement is scoped around your organization’s actual needs and compliance obligations. Read more about CFO services for startups and growing organizations to understand how the scope of support scales.

Additional Services from Simplicity Financial

At Simplicity Financial, we’re committed to being your trusted partner for all your financial needs. Explore the other services we offer to ensure your business thrives:

Accounting and Bookkeeping Services

Accurate, organized records are the foundation of everything else. Simplicity Financial provides outsourced bookkeeping with fund accounting and restricted gift tracking built in for churches, nonprofits, and private schools.

Tax Preparation Services

Form 990, clergy tax returns, church and ministry compliance, and business tax preparation, all CPA-reviewed before anything is filed.

Simplify Your Finances

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Phone: (951) 444-1895 Email: INFO@SIMPLICITYFINANCIAL.COM

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Based in Eastvale, CA. Serving clients remotely across Southern California and nationwide.

Office

1175 Azusa Court Suite 110, Rancho Cucamonga, CA 91730

Contact

(951) 444-1895
INFO@SIMPLICITYFINANCIAL.COM

Common Questions About Fractional CFO Services

A fractional CFO is a senior financial professional who provides CFO-level leadership on a part-time or ongoing basis. At Simplicity Financial, this means outsourced controller support: monthly close, financial reporting, fund accounting, board packages, internal controls, audit preparation, and budgeting. It is also referred to as an outsourced CFO or interim CFO. Read more about the benefits of a fractional CFO.

Simplicity Financial’s fractional CFO service is built specifically for churches, nonprofits, private and Christian schools, and closely held businesses that need more than bookkeeping but are not ready to hire a full-time CFO or controller. The specialization in faith-based and mission-driven finance is the core differentiator.

A traditional CFO is a full-time employee. A fractional CFO provides the same depth of financial leadership on a part-time or project basis. At Simplicity Financial, the engagement includes operational responsibility for the books and reporting, not just high-level advisory.

Yes. Every Simplicity Financial engagement is fully remote. Shaun Glenn, CPA, MSA, MST works with clients across the United States entirely online. There are no in-person meetings required.

Yes. Nonprofit financial management is the core of Simplicity Financial’s practice. Restricted fund tracking, Form 990, UBIT analysis, board reporting, grant compliance, and audit preparation are all part of the service. Read more about CFO services for nonprofit organizations.

Simplicity Financial serves churches, nonprofits, private and Christian schools, and closely held businesses, with a focus on Southern California. Simplicity Financial is based in Eastvale, CA. The right fit is any organization that needs expert financial oversight without the overhead of a full-time hire.