Fractional CFO Services, Delivered Entirely Online
Get experienced financial leadership without hiring a full-time CFO. Simplicity Financial provides remote fractional CFO and outsourced controller services for churches, nonprofits, private and Christian schools, and closely held businesses throughout Southern California and nationwide.
Every engagement is led by Shaun Glenn, CPA, MSA, MST, who brings more than 15 years of
experience in church and nonprofit finance.
Financial Leadership Built for Your Organization
Fractional CFO support is designed for organizations that need more than bookkeeping but are not ready to hire a full-time financial executive.
Simplicity Financial combines strategic financial guidance with hands-on controller support. We oversee the monthly close, financial reporting, internal controls, budgeting, and forecasting so your leadership team has reliable information and a clear financial direction.
Monthly Close and Financial Reporting
Simplicity Financial manages account reconciliations, the monthly close, and financial statement preparation so leadership has accurate and timely information.
Board and finance committee reporting packages are organized in a format that helps decision-makers understand financial performance, identify concerns, and plan confidently.
Fund Accounting and Restricted Gift Tracking
Internal Controls and Audit Preparation
Strong internal controls help protect your
organization, improve accountability, and reduce
financial risk.
Simplicity Financial can review and strengthen payroll and accounts payable workflows, establish approval processes, prepare financial records for an audit, and communicate with outside auditors when needed.
Budgeting, Forecasting, and Decision Support
Historical reports tell you what has already happened. Forecasting helps you prepare for what comes next.
Simplicity Financial provides budgeting, variance analysis, cash flow planning, and financial forecasting to support decisions about hiring, expansion, programs, locations, and long-term investments.
Fractional CFO Support for Churches, Nonprofits, Schools, and Businesses
Simplicity Financial works with organizations that need experienced financial oversight without the cost and responsibility of hiring a full-time CFO.
Every engagement is tailored to the organization’s structure, reporting requirements, financial systems, and goals. Support can range from improving monthly reporting to managing complex fund accounting, building internal controls, preparing for an audit, or developing a long-term financial strategy.
Shaun Glenn, CPA, MSA, MST, leads every engagement personally. His experience includes fund accounting, multi-campus and multi-entity reporting, restricted gift tracking, clergy compensation, and the compliance requirements facing faith-based and mission-driven organizations.
Services are delivered entirely online. Simplicity Financial works with clients across Los Angeles, Orange County, Irvine, Riverside, the Inland Empire, San Diego, and throughout the United States.
What Is Included in Fractional CFO Services?
Your scope of service will be built around your organization’s needs and may include:
- Monthly close management and account reconciliations
- Budget-to-actual reporting
- Fund accounting and restricted fund tracking
- Payroll and accounts payable workflow oversight
- Budget development and variance analysis
- Strategic financial planning and decision support
- Financial statement preparation
- Board and finance committee reporting packages
- Internal control design and oversight
- Audit preparation and communication with outside auditors
- Cash flow planning and forecasting
Strategic Support for Better Financial Decisions
Budget Management and Cost Control
Simplicity Financial reviews your expenses, compares actual results with your budget, and identifies areas where resources may be underused or misallocated. The goal is to create a realistic budget that supports your mission or business priorities.
Financial Planning for Growth
A fractional CFO helps connect your financial plan to your organization’s goals. Cash flow projections, long-term budgets, and scenario planning can help you prepare for expansion, new programs, staffing changes, and unexpected expenses.
Forecasting and Board-Ready Reporting
Clear reporting helps leadership understand where the organization stands and what may be coming next. Simplicity Financial turns financial data into practical reports that support decisions about hiring, expansion, program investment, and operational changes.
Why Hire Simplicity Financial as Your Fractional CFO?
Specialized Experience in Church and Nonprofit Finance
Shaun Glenn has spent more than 15 years working in church and nonprofit finance. He understands fund accounting, restricted contributions, multi-campus operations, clergy compensation, UBIT considerations, and nonprofit reporting requirements.
Hands-On Controller Support
A Flexible Alternative to a Full-Time CFO
Fully Remote Service
Every engagement is delivered online. Your
organization receives consistent financial support without geographic limitations or in-person requirements.
Services Tailored to Your Needs
Common Questions About Fractional CFO Services
What is a fractional CFO?
A fractional CFO is an experienced financial professional who provides ongoing CFO-level guidance without joining your organization as a full-time employee. Services may include financial reporting, budgeting, forecasting, cash flow planning, internal controls, and strategic decision support.
Who are fractional CFO services designed for?
Fractional CFO services are designed for organizations that have outgrown basic bookkeeping but do not need or cannot justify hiring a full-time CFO. Simplicity Financial primarily serves churches, nonprofits, private and Christian schools, and closely held businesses.
How do fractional CFO services differ from bookkeeping?
Bookkeeping records and organizes financial transactions. Fractional CFO services use that financial information to assess performance, plan for the future, manage risk, and support leadership decisions. Simplicity Financial can provide both services when an organization needs complete financial support.
How do fractional CFO services differ from a traditional CFO role?
A traditional CFO is usually a full-time executive and employee of the organization. A fractional CFO provides similar financial leadership on an outsourced basis, with the scope and level of support tailored to the organization’s needs.
Are fractional CFO services available remotely?
Do you provide fractional CFO services for nonprofits?
Yes. Nonprofit and church finance is a primary area of specialization for Simplicity Financial. Services can include fund accounting oversight, restricted contribution tracking, board reporting, budgeting, internal controls, audit preparation, and cash flow forecasting.
What industries benefit from fractional CFO services?
How much do fractional CFO services cost?
Pricing depends on the organization’s size, financial complexity, reporting requirements, and required level of support. After an initial consultation, Simplicity Financial will recommend a scope of service and provide a clear quote.
Get the Financial Leadership Your Organization Needs
Based in Eastvale, California. Serving clients remotely throughout Southern California and nationwide.
Phone: (951) 444-1895