Fractional CFO 
&
Accounting Partnership

At the start of every engagement, we conduct a deep dive of the organization – including, but not limited to financial information and processes – to get a 360 degree view of the operations

Once Panoramic Strategy has a better understanding of the organization, we work quickly to evolve the foundation of the organization’s financial information. Updates to the chart of accounts, departments, projects, restrictions, grant tracking, and more all help to ensure financial information is recorded in a format that can easily be analyzed.

Active day-to-day management requires implementation of best practices and technology on accounts payable and invoices, receivables, transaction processing, and automation, all to improve accuracy while minimizing the internal time required to complete ongoing bookkeeping needs.

Key policies and procedures are essential to the ongoing operations of any organization. Panoramic ensures that policies ranging from internal controls to cash disbursement and expenditures, investment policies, reserves, and operations are all covered in a way that adapts to your team size.

Each month, all journal entries will be made in accordance with GAAP, adapted to the updated chart of accounts and accounting structure developed in the first phase of work together. It’s reassuring and credible for leadership to have financial statements available, with everything organized where you expect to see it, provided on time for when you need it.

The Panoramic Strategy team will prepare robust, customized financial statement packages by the 15th of the month (pending internal process timelines) for review with leadership. Narratives highlight the most important storylines impacting the financial results based on our analysis, while tables and visualization provide a clear understanding where financial strength and challenges reside, in dynamic views that help leadership to quickly and effectively digest the financial results.

As the liaison for compliance, Panoramic Strategy will become the primary contact for audit processes, preparing work papers, answering questions, and reviewing financial information for various types of audits (including Federal, State, and Single Audits).

Balancing the conditions and restrictions of funding sources with the organization’s needs is a delicate balance. Panoramic Strategy knows how to maximize the utilization of grants while maintaining the highest level of integrity and credibility.  

As an integrated part of the team, Panoramic Strategy will support and attend Board and committee meetings, learning and growing together as a team.

They are tools for clarity, accountability, and long-term impact. When designed well, budgets reflect your financial reality and connect directly to your program and impact goals drive progress and clarity. By engaging stakeholders across the organization and providing easy-to-use templates, everyone understands, owns, and trusts their numbers.

Forecasting enables you tou look ahead with confidence, highlighting key areas that truly drive results and move the needle. Whether short-term or multiyear, a forward-looking tool helps teams prioritize, stay focused, and tune out the noise. With the right structure and support, forecasting helps you stay grounded in the present while planning effectively for what’s next.

Intentional, informed financial choices are what position an organization for growth and impact. We partner with teams to uncover and evaluate new revenue opportunities, leverage existing assets, create social enterprises, and build financial models that connect resources directly to results. With limited resources, efficient, smart decisions matter—and we ensure you’re investing in what matters most.

Pivotal moments often require an extra set of hands, and a strategic mind, when you need it most. Whether it’s a major funding opportunity, a leadership transition, or a complex financial decision, we bring structure and momentum to help you move quickly, make confident choices, and stay focused on what matters most.