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MK Wade Financial Services LLC

Strategic Financial Leadership Powered by CPA Expertise

CPA-Led Fractional CFO & Accounting Services for Nonprofits and Growing Businesses

Services

MKWFS helps growing organizations get the CPA-led strategic and operational finance support they need - without hiring full-time.

We provide hands-on financial support in these fundamental areas:

Fractional CFO

Strategic financial oversight
Forecasting, budgeting, and scenario planning
Board-ready financial reporting
Cash flow strategy

Financial Graphs

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Accounting Services & Support

Clean, accurate reconciliations and monthly close
Expert bookkeeping and payroll processing
Accounts payable and accounts receivable management
Financial reporting and analysis
Compliance, audit preparation and tax liaison

Nonprofit Accounting Services

Grant budgeting, monitoring, reporting, and optimization for private, nonprofit, and government funders
Accounting for donor restrictions, investments, and endowments
Collaboration with Program and Development teams
Donor and board-ready financials
Compliance, audit preparation, and 990 liaison

Financial Cleanup

Accounting System and Chart of Accounts setup
Design of streamlined reliable financial processes and internal controls
System audits and policy improvements

Software Support

We’re fully able to work with your software, and our team additionally has strong experience with:

ERP/Reporting: Oracle Netsuite, Abila (Sage) MIP, Quickbooks, IBM DB2, IBM Cognos, Smartstream (Fixed Asset)
Purchasing/AP: Microix, Ramp, Airbase
Payroll: Paylocity, ADP (Workforce Now, Comprehensive Services), Paychex
Development: Salesforce, Bloomerang, Network for Good, Blackbaud, QGiv, OneCause
Microsoft: Access, Excel, Word, Powerpoint, Visio, Outlook

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