Fractional CFO • Grant Strategy • Financial Planning

Financial leadership that helps good organizations move forward.

Necaly Resource Strategies gives nonprofits, small businesses, and small governmental entities executive-level financial guidance—without the cost or complexity of a full-time CFO.

Focused, practical engagements Human-reviewed work Indianapolis-based, remotely available
Strategic Finance Clear decisions
Financial visibility From reporting to direction
Built for action
01
ClarityUnderstand the numbers
02
CapacityStrengthen the systems
03
MomentumMake better decisions

More than bookkeeping. More practical than a full-time executive hire.

Strategic finance built around the decisions in front of you.

What We Do

Finance should help lead the organization—not simply describe what already happened.

Necaly focuses on the planning, analysis, funding, and reporting work that turns financial information into better decisions.

01

Fractional CFO Leadership

Senior-level financial guidance sized to the needs of your organization.

  • Budget development and cash-flow forecasting
  • Financial modeling and scenario planning
  • Board and leadership reporting
  • Decision support for growth, funding, and operations
03

Practical AI Workflow Improvement

Thoughtful use of proven AI tools to reduce repetitive administrative work while keeping people in control.

  • Workflow and bottleneck assessment
  • Finance, reporting, and documentation support
  • Human-reviewed automation design
  • Scoped implementation after discovery

Who We Serve

Built for organizations with meaningful work—and limited executive bandwidth.

Mission & Community

Nonprofits

Organizations pursuing grants, capital campaigns, stronger board reporting, or more durable financial systems.

Discuss your funding goals
Public Service

Small Governmental Entities

Towns, townships, authorities, and community-focused entities that need funding alignment, budgeting, and implementation capacity.

Discuss your priorities
Growth & Direction

Small Businesses

Founder-led companies with momentum that need clearer cash-flow planning, reporting, and decision support.

Discuss your next stage
Capital & Scale

Mission-Driven Startups

Teams preparing for institutional funding, lender conversations, board expectations, or a more disciplined operating model.

Discuss your financial story

Why Necaly

Experience at the intersection of finance, public service, and mission.

Financial services taught founder Shawn Denney how capital, planning, and risk fit together. Public service and nonprofit leadership showed him how often capable organizations are held back by financial infrastructure that has not kept pace with their mission.

“The goal is not to add another layer of reporting. It is to give leaders the financial clarity to pursue opportunities, manage risk, and move with confidence.”
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Cross-sector perspective Current and prior leadership

Co-Founder & CFO, ColfaxAI

Financial modeling, budget planning, board materials, and capital strategy for an Indianapolis AI/ML company.

Public-Sector Finance Leadership

Former City Council Finance Chair, with experience in budgeting, public funding, and community priorities.

Nonprofit Board & Finance Service

Hands-on perspective from nonprofit finance, governance, community development, and foundation work.

Institutional Financial Services

Prior experience with J.P. Morgan Chase and Smith Barney supporting long-term planning and financial decision-making.

How It Works

A focused engagement, built around the problem that matters now.

No oversized consulting process. No generic package forced onto your organization.

1

Understand

We begin with a practical conversation about your goals, current financial pressure points, and what success should look like.

2

Focus

You receive a clear scope with the objective, deliverables, timing, responsibilities, and fee—so the work is easy to evaluate.

3

Build

Necaly develops the analysis, plan, model, grant package, or reporting structure—with disciplined review before anything is delivered.

4

Move Forward

We turn the immediate deliverable into next steps, stronger internal capacity, and an ongoing relationship only when it adds value.

A Better Financial Function

Your organization may not need a full-time CFO. It still deserves thoughtful financial leadership.

Let’s Talk

Common Questions

Designed to be clear from the beginning.

Is Necaly a bookkeeping or accounting firm?

Necaly focuses on strategic financial leadership: planning, forecasting, modeling, reporting, funding strategy, and decision support. We can work alongside your bookkeeper, accountant, or tax professional rather than replacing them.

Can we start with one project?

Yes. Many relationships begin with a focused project such as a grant-readiness review, financial model, board reporting package, budget, or cash-flow forecast. Ongoing support is considered only when it makes practical sense.

Are grant fees based on the amount awarded?

No. Grant services are priced based on the work, complexity, and scope—not as a percentage of an award. Funding decisions remain with the grantmaker and cannot be guaranteed.

Do you work only in Indianapolis?

Necaly is based in the Indianapolis area and works with organizations locally and remotely. The initial conversation will determine whether the engagement can be handled effectively across distance.

Start a Conversation

What financial decision is your organization trying to make?

Share a little about the opportunity, pressure point, or project in front of you. The first conversation is simply about whether there is a practical fit.

Your message is sent straight to Shawn. We use it only to respond to your inquiry.