Our team simplifies your financial management with accurate reporting, organized bookkeeping, and clear strategies. Track progress with real data, not just guesswork.
We work with a wide range of organizations including 501(c)(3) nonprofits, private operating foundations, child development centers, and small businesses. Our clients pursue diverse goals, with many located in the Washington, DC area as well as across the United States.
From outsourced CFO guidance to financial transformation, bookkeeping, and audit readiness, we streamline your operations through process simplification, digitalization, and automation — so your leadership team can stay hands-off and focused on growth.
We partner with nonprofits, foundations, and small businesses to modernize finance functions. By digitizing systems, removing complexities, and introducing hands-off workflows, we deliver clarity, compliance, and confidence for your financial future.
We combine hands-on CFO advisory, technology-enabled systems, and practical insights to help organizations strengthen their financial foundation and grow with confidence.
Expert CFO guidance to align budgets, forecasts, and reporting with your long-term goals.
Start Oversight →ERP and reporting tools implemented with care, ensuring seamless connections across finance operations.
Explore Systems →Scalable models and clear KPIs that give your leadership team visibility and control as you expand.
Plan Growth →SFMS Consulting blends CFO advisory with accurate bookkeeping, forward-looking planning, and modern ERP enablement. Built for DC startups, nonprofits, government contractors, and growth-stage companies.
Executive finance partnership: strategy, KPIs, cash runway, fundraising support, and investor communications.
Accurate ledgers and faster period closes with integrated controls and reconciliations.
Driver-based models for revenue, COGS, OpEx and headcount—with rolling forecasts tied to your KPIs.
Independent guidance on treasury policies, risk frameworks, and capital allocation for operating reserves.
Right-fit design, implementation, and stabilization across NetSuite, Microsoft Dynamics 365, Sage Intacct, and Odoo.
Ongoing admin, enhancements, and reporting so your team stays focused on operations.
Strengthen internal controls and prepare for diligence or compliance requirements.
DC-centric depth for nonprofits, government contractors, healthcare, and tech/startups.
Executive dashboards and automated reporting that connect your ERP, CRM, and billing systems.