NONPROFIT OPERATIONS
Operational Stewardship
for Mission-Driven
Organizations
As nonprofits grow, so does the complexity behind the work. We provide finance, HR, and governance leadership tailored exclusively for small nonprofits — bringing clarity, continuity, and operational discipline to the organizations doing the most with the least.
Finance
Strategy & operations
HR
People & workforce
Governance
Board & compliance
ABOUT
The Role of an Outsourced
Operations Partner
Small nonprofits operate at a level of complexity that bears no relation to their budgets. The same fund accounting, payroll, board governance, audit, and 990 obligations that a $50 million organization meets with a full finance team must be met by organizations a fraction of that size.
An outsourced operations partner closes that gap — coordinating across finance, HR, and governance to ensure your back-office works as a unified whole, with institutional-grade discipline.
How we approach the work
ECONOMY
We benchmark every budget line against nonprofit peer data so you're never overpaying for inputs.
EFFICIENCY
We design your operational stack so each dollar of program spending produces maximum output.
EFFECTIVENESS
We connect financial reporting to program outcomes — showing whether your mission is being achieved.
SERVICES
Nonprofit Operations Services — Senior Leadership Across Finance, People, and Governance
As your outsourced operations partner, we deliver comprehensive operational guidance organized around the three lenses above — economy, efficiency, and effectiveness — and delivered with the clarity, continuity, and confidence small nonprofits need across every part of running the organization.
FINANCE
Financial Strategy & Mission Stewardship
Strategic financial leadership aligned with your mission and long-term sustainability.
Annual operating budgets and rolling 12-month cash flow forecasts
Board-ready monthly financial reporting with plain-language commentary
Reserves, sustainability planning, and program financial economics
Scenario planning for new programs, hires, and grant transitions
Strategic partner to the ED, finance committee, and full board
FINANCE
Audit, Grant & Funder Compliance
Independent oversight across audit, grant, and reporting obligations.
PBC schedules, workpapers, and management responses for annual audit
Federal pass-through tracking and Uniform Guidance compliance
Restricted fund tracking and release of restriction documentation
Grant financial reports and budget-to-actual analyses
Audit-ready file structure maintained year-round
FINANCE
Tax, 990 & Regulatory Compliance
Integrated compliance management across federal, state, and grantor requirements.
Form 990 preparation and review including all required schedules
State charitable registrations and annual renewals
Tax-exempt status maintenance and UBIT analysis
Executive compensation review and safe harbor process
Compliance calendar aligned with audit, board, and grant cycles
HR
People & Workforce Operations
Professional HR infrastructure for organizations that can't yet afford it in-house.
State-compliant employee handbooks and HR policies
Compensation benchmarking, pay equity analysis, and review documentation
Hiring, onboarding, performance reviews, and offboarding
Benefits programs sized to budget, workforce, and mission
Worker classification analysis and 1099 risk management
FINANCE
Accounting & Financial Operations
Robust infrastructure and reporting to manage complexity and enable clarity.
Accounting systems, chart of accounts, and internal controls
Full monthly close with bank reconciliations and accrual adjustments
Fund accounting — restricted, unrestricted, board-designated, endowed
Payroll processing, benefits administration, and payroll tax compliance
Treasury, cash forecasting, and banking relationships
GOVERNANCE
Governance & Board Support
Coordinated support for the governance work that protects the organization.
Annual board calendar and committee structures
Direct support to treasurer and finance committee
Required policies — conflict of interest, whistleblower, document retention
Annual executive compensation review with contemporaneous documentation
Board financial literacy materials and new member onboarding
OPERATIONS
Nonprofit Operations Leadership
Operational leadership to build the back-office your mission deserves.
Operational infrastructure assessment and improvement roadmap
Build, supervise, and mentor in-house finance and operations staff
Technology stack sized to the organization
Continuity through executive transitions and major changes
Planned transition to full-time internal finance leader when ready
TEAM
The people behind the work
Henri A.
LEAD ADVISOR
CPA · CFA · CGMA
London Business School
Techstars Miami Mentor
Henri A. is a seasoned financial executive with over two decades of experience across non-profits, family offices, startups, and global finance. He currently leads Mission Ledger, providing senior CFO, HR, and governance leadership to small nonprofits — typically organizations between $250,000 and $5 million in annual revenue doing meaningful work without the operational infrastructure to support it.
He previously served as Chief Financial Officer of the American Montessori Society, the national accreditation body overseeing Montessori schools and teachers across North America, where he led finance, audit oversight, and board reporting for one of the largest education-sector nonprofits of its kind. He continues to serve as Treasurer of a 501(c)(3) supporting programs in film-making, community design, and prisoner rehabilitation, giving him direct, ongoing experience inside the same governance and finance work he supports for clients.
The first half of his career was spent at leading investment banks and asset managers, including BNP Paribas, ABN Amro, and Janus Henderson. He also helped manage over $1 billion in assets for the UK subsidiary of the Libyan Sovereign Wealth Fund, focusing on global credit investments.
In parallel with his nonprofit work, Henri serves as Personal CFO to several ultra-high-net-worth families through a separate practice, where his responsibilities include advising on and administering the philanthropic vehicles embedded in their estates — donor-advised funds and private family foundations that direct meaningful capital into the nonprofit sector. This work has given him direct experience on the grantor side: structuring grants, evaluating grantee operations, and meeting the compliance obligations that foundations and DAF sponsors must satisfy. The cross-disciplinary background — institutional finance, nonprofit leadership, and grantor-side philanthropy — shapes the operational rigor he brings to every Mission Ledger engagement.
With a Master's in Finance from London Business School and fluency in multiple languages, Henri combines analytical rigor with cross-cultural fluency to deliver tailored operational leadership for organizations doing meaningful work.
Through his nonprofit practice, he empowers executive directors and boards to navigate operational complexity with confidence, freeing leadership to focus on what only they can do — advancing the mission.
Henri is a Certified Public Accountant, a Chartered Financial Analyst, and a Chartered Global Management Accountant. He is also a Techstars Miami mentor and serves as an advisor to several early-stage start-ups.
Georgelina P.
LEAD ADVISOR - ACCOUNTING & COMPLIANCE
IRS Enrolled Agent
MBA · Forensic Accounting
C.A.T. Professional Services
Georgelina P. is a seasoned accounting and data science professional with a unique blend of expertise in tax, forensic accounting, and nonprofit-specific compliance. As an IRS Enrolled Agent with an MBA in Accounting and a specialization in forensic accounting, she brings decades of experience helping organizations transform their financial operations through data-driven strategies and audit-ready documentation.
She is also the founder of C.A.T. Professional Services, a Tampa-based firm known for integrating accounting, tax, and technology to deliver customized reporting solutions and streamlined workflows. Her work spans a wide range of industries and software ecosystems, with a strong focus on QuickBooks consulting, integrated app solutions, and financial reporting that meets GAAP, GAAS, and Uniform Guidance standards.
Recognized for her problem-solving mindset and cross-functional knowledge, Georgelina partners with nonprofits and their leadership to:
Combine data from multiple systems for unified reporting, grant compliance, and donor analytics
Implement and optimize accounting software and integrated tools sized appropriately to the organization
Deliver virtual bookkeeping, 990 preparation, IRS representation, and audit support
Support nonprofits with restricted fund tracking, federal pass-through compliance, and specialized reporting
Design processes that enhance staff productivity and operational scalability without adding headcount
Her mission is to empower mission-driven organizations with the insights and systems they need to grow sustainably — while supporting the people behind the numbers.
Cristiane B.
LEAD ADVISOR - HR & GOVERNANCE
25+ years HR leadership
South Beach Group Hotels
Estefan Enterprises
Cristiane Barbosa has dedicated much of her career to building strong teams and sustainable people infrastructures behind sophisticated operating organizations. With over 25 years of human resources leadership experience, she is a trusted advisor to executives on workforce strategy, organizational health, and risk-aware people management — disciplines that translate directly to the workforce challenges small nonprofits face every day.
Her background includes serving as Corporate Director of Human Resources for South Beach Group Hotels, where she supported a workforce of nearly 1,000 employees across a diverse portfolio of boutique hotels and restaurants, as well as Corporate Director of Human Resources for Estefan Enterprises, overseeing HR across multiple hospitality, restaurant, and entertainment entities associated with an internationally recognized brand.
Cristiane is especially valued for her discretion, sound judgment, and ability to manage sensitive employee relations matters while also designing forward-looking programs in leadership development, engagement, benefits, and succession planning. For nonprofit clients, she translates two decades of senior HR practice into the policies, documentation, and people infrastructure organizations need to grow without missteps.
Fluent in English, Spanish, and Portuguese, she works seamlessly across cultures and organizational levels, reflecting Mission Ledger's belief that long-term mission impact is built on thoughtful stewardship of people as much as capital.
With deep respect for the work mission-driven organizations do, Mission Ledger is here to support the operational backbone that makes that work possible — quietly, expertly, and always in your organization's best interest.
Contact
For a 30-minute conversation about your organization, reach out at henri@missionledger.co or schedule a call directly.