Our Services

Proactive Financial Strategies Tailored to Non-Profits

PFFE works closely with your nonprofit’s leadership to understand outcomes, trends, and industry influences. With this understanding, we craft an operational budget aligned with your goals, providing ongoing analysis and reporting throughout the fiscal year. We also manage essential documentation and serve as a liaison during independent audits.

Bookkeeping

We ensure that your financial data adheres to nonprofit accounting standards, resulting in fewer subsequent adjustments and more efficient processes.

Data Analysis

We assess your nonprofit’s financial results against those of comparable organizations to uncover opportunities for financial savings
and greater efficiencies.

Budgeting, Forecasting, and Modeling

PFFE uses data to project the implications of proposed financial scenarios, so leaders can make well-informed budgetary decisions.

Benchmarking

PFFE uses metrics to measure your organization’s outcomes, effectiveness, performance, and support the Board’s fiduciary responsibility.

Financial Presentation

PFFE provides clear financial insights for nonprofits by analyzing and visualizing complex data from reports, enabling leaders and boards to make informed decisions.

Audit Support

PFFE serves as a liaison between nonprofit organizations and external auditors to ensure this annual process transpires smoothly.

Systems and Technology Support

PFFE designs flexible and scalable systems that can grow with your organization.

Demonstrated by Real-World Outcomes

Read Our Impact Stories

Trusted by Nonprofits Across Industries

PFFE prioritizes building strong and lasting relationships with our clients to understand their unique needs and deliver exceptional service.

PFFE prioritizes building strong and lasting relationships with our clients to understand their unique needs and deliver exceptional service.

Testimonials

Hear It From
Our Partners

See Our Impact
To put it simply, Partnership for Financial Excellence (PFFE) makes our lives easier. Running a global non-profit like Blankets of Hope is hard work – from fundraising to board relations to donor management. But thanks to PFFE, we can spend more time focusing on what matters most to us – making an IMPACT. We’re very grateful for their commitment to excellence and for “taking care” of this somewhat daunting part of business for us.

- Mike and Nick Fio, Co-Founders

It is a pleasure to work with Partnership for Financial Excellence (PFFE). In addition to providing expert accounting service, they offer invaluable support to our small nonprofit. Vik Gupta and his colleague Laura Berchem know our finances inside and out, and their quick responses and thoughtful recommendations go well beyond our scope of work. Vik and Laura have helped us keep the foundation board and staff on mission and in compliance. They have shared so much of their time and experience and make it possible for our foundation to achieve..[Read More]

- Bill Appleton, Executive Director

The team at Partnership for Financial Excellence (PFFE) has been an invaluable resource to our company.  We brought them on board at a time when our books needed some help.  They have been instrumental in our financial review and have made significant, needed improvements to our systems.  They have also helped to expand my knowledge of our company’s financial state.  We would be lost without PFFE!

- Krista Bruninghaus, Administrative Assistant

Canary has worked with Vik and his team from the beginning, when we were a small team with an idea, a few grants and consulting contracts, and a fiscal sponsor. Thanks to their careful stewardship, we have been able to build the strong financial controls and accounting processes that allow us to grow into a thriving organization. Vik and Laura have dug into the details, ensuring that they understand our operations well enough to give us good advice and answer complicated questions that we don’t even know we should ask...[Read More]

- Rachel Schneider, CEO

PFFE has provided their services for 8 years to The Ossining Children’s Center, a nonprofit childcare center for 128 years. The PFFE team is recognized as a major asset to our organization, by our Board of Directors, as well as the executive, educational, fundraising, and clerical staff. Their professionalism, dedication, insight, diligence, and dedication provide our Center with the functionality and viability to confidently continue into the future. The PFFE team developed processes and documentation to enable the Center to have granular transparency throughout our financial operations, including budgeting, accounting,..[Read More]

- Noreen Celente, Treasurer

At the Ossining Children’s Center, our compelling mission and effective programs inspire donors to be generous. But donors also want to know that their investment in our work will be well managed. Easy-to-understand financial reports that show evidence of good fiscal management are essential parts of our organization’s case for support. Since first becoming our consulting CFO eight years ago, the Partnership for Financial Excellence has helped us to develop these kinds of reports. And they have done much, much more. In 27 years of experience in fundraising for nonprofits, I..[Read More]

- Shawn Cribari, Director of Development

Collaborating with Partnership for Financial Excellence (PFFE) has been instrumental in CREO’s financial management and growth. Their dedicated team seamlessly manages our accounts payable/receivable, guides us through annual audits and 990 tax reporting, and delivers comprehensive financial analysis, including budget performance and cash flow analysis. PFFE’s commitment to understanding our business model and specific needs sets them apart. Their flexibility, responsiveness, and proactive approach make them invaluable partners. I wholeheartedly endorse PFFE for their expertise and unwavering support in ensuring financial excellence!

- Matt Finelli, Senior Human Resources and Operations Director

Shape Rounded Shape Rounded

Our Approach

Partner with Us for Financial Excellence

Learn more about our client-centered approach and how we can support your nonprofit's financial goals.

Our approach is centered around fostering strong client relationships built on trust, integrity, and transparency. We prioritize understanding each organization’s unique mission and operational needs to develop tailored financial strategies that drive sustainable success.

Contact Us

Interested in our financial services? Contact us today for a consultation customized to your organization's needs. Complete the contact form or explore other pages for additional resources.

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