Interim CFO

Is your organization facing a leadership gap in the finance department?

Testimonial

Preeti rescued us when we unexpectedly experienced a gap in senior leadership overseeing our finance department. She brought technical expertise that extended beyond finance to its intersections with operations and human resources, and she is an experienced manager who supported the team with care and structure during a time of transition. One of the things I value most about Preeti is that she applies a social justice and human-centered lens to everything she does. I truly enjoyed working with Preeti and owe her a huge debt of gratitude for getting us through such a difficult time.

— Angela Ciolfi, Executive Director, Legal Aid Justice Center 

I am extremely grateful to Preeti Kulkarni for her guidance as I started as Director of Finance for Legal Aid Justice Center in the fall of 2024.  The organization had been without a Director for 9 months when Preeti joined the team as a Interim Director in a consultant capacity.  She successfully managed the Finance team, guided them through the audit and the complexities of appropriate revenue recognition, led the hiring process for the new Director of Finance and new Investment Management Firm, and served as a thought partner to the Board and Executive Director.  When I started, she had an organized on-boarding plan for me and set me up for success in my new role.  She was a trusted advisor and mentor – it was a pleasure working with Preeti!

— Andrea Massey, Director of Finance, Legal Aid Justice Center 

Whether your CFO is on leave or you need temporary financial leadership, we provide interim CFO services to ensure stability and continuity. Our expertise allows us to step in quickly, manage financial operations seamlessly, and provide strategic guidance with minimal onboarding. We offer the flexibility and support needed to keep your finance function running smoothly during transitional periods, ensuring that your organization remains compliant. Let us help bridge the gap and maintain your financial systems during times of change.