Nonprofits
We frequently serve as CFOs for nonprofit organizations. Our philosophy is to deliver corporate structure and transparency for management, donors, and the Board. We understand the unique challenges nonprofits encounter which impact cash flows and profitability from fund accounting and restricted grants to capital campaigns.
Private Companies
Our private company clients rely on our expertise during periods of growth and transition. We establish clear reporting, streamlined processes and operational efficiencies that strengthen financial performance and position businesses for the next stage - whether transitioning to a full-time CFO, raising capital or preparing for a sale.
Foundations
We partner with Foundations as CFOs and project advisors, combining our nonprofit financial expertise with corporate backgrounds. We create custom reporting, strengthen financial practices and collaborate closely with management, Board, investment advisors, and fundholders to ensure effective stewardship and lasting impact.
Our Value
We can help you reach new heights by delivering the tools and advice you need to better position your business for sustained operational success.
We offer financial expertise and strategic solutions designed to help our clients thrive. Our team of experienced finance professionals bring deep experience and insights to enhance and strengthen your organization.
Independent CFOs and Advisors
We tailor our services for each individual client. We collaborate with leadership, Boards, and investors to understand specific needs, prioritize scope, and implement solutions.
Customized Approach
We believe in efficiency and we value your time and resources. We provide a highly flexible solution and can serve in the role for only the hours needed. Our services can range from short-term projects to ongoing engagements or anything in between.
Highly Flexible
Adaptable and Professional
We embrace a roll-up-your-sleeves philosophy - diving into the details, asking the right questions and uncovering what is needed. By combining in depth analysis with big picture perspective, we deliver effective solutions that drive your results.
What Clients Say:
“The team is knowledgeable, responsive, and truly invested in our success.”
"Our experience working with JP Latz Advisors has been outstanding. They provided valuable insights and practical solutions that made a real difference. They've exceeded our expectations, especially in their attention to detail and commitment to our nonprofits goals."
Greg Hill, Empty Stocking Fund
“I would highly recommend the JP Latz team to my network.”
"The JP Latz Advisors team provided the initial support we needed to build out the finance function of our new business. The team is smart, polished and professional and facilited a smooth transition to our full time CFO hire."
Jack Draughon, Family Hospice
"It's truly been a pleasure"
"For any organization experiencing growth, or preparing for it, JP Latz Advisors offers the right tools, expertise, and perspective to help navigate that next chapter with confidence."
Rosa McHugh, Chastain Park Conservancy
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Contact Us
Send us a note to connect. Let us know about your business needs and how we can help elevate your game.