Beyond the Mission:
Achieving Fiscal Integrity & Sustainable Impact
Your Personal Commitment to Nonprofit Excellence and Full-Scope Service
Taxulo's specialization in the nonprofit sector is a matter of passion, not just business. Our Principal has an extensive, personal background as a CFO and Controller within nonprofit organizations. Because of this deep experience, we are uniquely equipped to offer ALL of our premium services—Fractional CFO, Strategic Tax Planning, Resolution, and Audit Defense—specifically tailored to the legal and financial demands of tax-exempt organizations.
We love continuing to serve the nonprofit community, ensuring your mission is supported by a strong financial structure.
25+ Years of Executive Tax & CFO Experience
The Unique Power of
Integrated Grant Writing
It is highly uncommon for a financial firm to offer grant acquisition support. However, we recognized that the two biggest drivers of nonprofit success are fiscal compliance and securing funding. We maintain a network of professional grant writers ready to be deployed to your organization. This unique, integrated service means your financial data (which we help clean and organize) is perfectly packaged for successful grant applications, dramatically increasing your chances of securing the capital needed to grow and expand your vital mission.
The Nonprofit
CFO/Controller Advantage
Fund Accounting & Strategic Bookkeeping:
Specialized ledger management to track revenue and expenses by donor restriction and grant.
Strategic Form 990 Preparation:
Positioning the Form 990 as a strategic document to maximize transparency and donor confidence.
Fractional Nonprofit
CFO Services:
Board reporting, annual budgeting, and internal controls design to prepare for annual audits.
Audit Readiness:
Acting as the primary liaison with external auditors.