Fractional CFO & Controller Services

Financial clarity,
from the source.

Headwaters North brings senior financial leadership to organizations that need clear thinking, clean books, and a strategic partner — without the full-time overhead.

Financial Management Budgeting, forecasting, and reporting
Fractional Engagements Senior expertise, flexible commitment
Strategic Advisory Data-driven decisions at the leadership level
Systems & Automation QuickBooks, workflows, clean infrastructure

The financial
leadership your
organization needs

Fractional CFO

Senior financial leadership on a part-time basis. Cash flow strategy, board reporting, fundraising support, and long-range financial planning.

Controller Services

Month-end close, reconciliations, chart of accounts management, and audit-ready financial statements. The operational core, handled with precision.

Budgeting & Forecasting

Annual budgets, rolling forecasts, and variance analysis that help leadership understand where they are — and where they're going.

Grant & Fund Accounting

Nonprofit-specific financial management including restricted fund tracking, grant reporting, and compliance-ready records for auditors and funders.

How we think
about the work

Every engagement starts upstream — with the systems, assumptions, and habits that shape your financial picture before the numbers are ever reported.

Diagnose

Understand the current state

We start by learning how your finances actually work — the tools, the processes, and where things tend to break down.

Stabilize

Clean up and systematize

Before advising, we make sure the foundation is solid. Reconciled accounts, accurate categorization, reliable close process.

Advise

Bring strategic perspective

With clean data comes real insight. We translate financials into language leadership can act on — and flag what matters before it becomes a problem.

Build

Leave you stronger

The goal isn't dependency — it's capability. We build systems and habits that work whether we're in the room or not.

Let's talk
about your
organization.

Whether you're looking for ongoing fractional support, a one-time financial review, or just want to understand your options — we're happy to have the conversation.

headwatersgo.com Salt Lake City, Utah

We'll respond within one business day.

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