Free Consultation


We offer a free consultation to non-profits in Michigan and across the country. Call us at 248-557-2881 or complete our consultation form.

Contact Us

Client Login

Clients log into our secure file transfer area to send private, encrypted files directly to our office.

Log In Here

Outsourced CFO Services for Non-Profits

group_table12.jpgAs a not-for-profit business you may find you need the advice, support and guidance of a controller or CFO, but cannot afford the cost to hire one full-time. Montgomery & Company, PLLC is a Michigan non-profit accounting firm offering outsourced controller and CFO services to companies that need professional financial advice at a reasonable cost.

Our CFO and controller services are designed to support your non-profit organization with the accounting oversight to help you better understand the financial side of your company. We evaluate the effectiveness of operations and help you establish internal controls. With our supervision you can reduce costs, manage funding better, and plan for the future of your non-profit business. With Montgomery & Company, PLLC as your partner, you can rest assured knowing an experienced CPA is looking out for your organization’s best interests.

Montgomery & Company, PLLC understands that many non-profits are partially funded by government and private sector grants that demand specific reporting requirements. We can help put procedures in place that ensure your books are up-to-date and accurate and that you have recorded all the necessary information to keep your funding. We also keep you informed of any income-generating activities that could incur tax liability so they can be avoided.

Our outsourced CFO services for non-profits include:

  • Establishing internal controls
  • Review of financial statements with management team and board
  • Tax planning and compliance
  • Budgeting and forecasting
  • Cash flow planning and analysis
  • Bank reconciliations
  • QuickBooks accounting software set up
  • Liaison with outside CPA, attorneys, bankers and other consultants
  • Government grant compliance
  • Complete and file your non-profit status application

Call Montgomery & Company, PLLC today at 248-557-2881 to discuss outsourcing your CFO and controllership responsibilities to Montgomery & Company, PLLC.

Contact US

20755 Greenfield Road, Suite 905
Southfield, MI 48075
Phone number: 248-557-2881


We offer a free monthly newsletter featuring tax saving strategies, ideas for growing your business and more.


Tax Tips

Five Ways to Prepare for Tax Filings

Organize records for tax return benefits Now that the page has turned on another calendar year, the tax return season is fast approaching.

• Read More