Services

CFO & Strategic Advisory

Senior-level financial strategy without the full-time cost. Forward-thinking guidance that helps nonprofit leaders make confident decisions, plan for growth, and lead with clarity.
About Services
Growing organizations need more than someone to keep the books, they need a strategic financial partner at the leadership table. Onward's CFO & Strategic Advisory service brings senior-level financial thinking to your organization on a fractional basis, giving you access to the expertise, perspective, and guidance that typically comes with a full-time hire. From budget development and cash flow forecasting to board financial presentations and long-term financial planning, we help nonprofit leaders see further, decide faster, and move forward with confidence.
Testimonials
When I became the executive director at the Crested Butte Land Trust, I knew we needed professional accounting services. I am glad we found Kourtney. Her team provides a great service! The quality of our work together has only improved over the past six years and I couldn’t be happier with the accounting services we get from Onward Financial.
Jake Jones
Executive Director
Crested Butte Land Trust
For more than five years, Kourtney/Onward Financial Services has been a trusted partner to our foundation. Her deep expertise in nonprofit finance, combined with a strong commitment to community, has helped strengthen both our organization and the partners we serve. She has a unique ability to make financial concepts accessible, empowering staff to understand budgets, financial health, and the role they play in our long-term success.

Her guidance has been critical in building a strong financial foundation rooted in sustainability, mission alignment, and organizational growth. Beyond our organization, many of our grantee partners have also benefited from her expertise, capacity-building approach, and commitment to strengthening the nonprofit sector. We are stronger because of her partnership, leadership, and investment in our success.
Rachel M. Griego
Executive Vice President
Latino Community Foundation of Colorado
Onward Financial Services helped us completely turn around our accounting practices with professionalism, care, and a strong understanding of nonprofit needs. They brought clarity, organization, and confidence to our financial processes, and we’re very grateful for their support.
Catherine Schaaf
Executive Director
Early Childhood Options
As President & CEO of LAEF, I can confidently say that Onward Financial Services has been one of the most valuable partners in our organization's growth. Kourtney Manuel and her team bring far more than technical expertise—they bring strategic thinking, trusted counsel, and a genuine commitment to helping nonprofits succeed. Kourtney is a true professional, thought partner, and industry leader whose guidance has strengthened our financial stewardship and helped position LAEF for long-term impact.

What I value most about working with Onward is the confidence that comes from having a partner who understands both the numbers and the mission. For nonprofit leaders looking for a firm that will serve as an extension of their team, provide clear financial insight, and help your organization remain agile and forward-looking in an evolving nonprofit landscape, I highly recommend Onward Financial Services.
Nick Lopez
President & CEO
Latin American Educational Foundation