For outsourced CFO and accounting firms
Spend your sales hours on nonprofits with a reason to talk.
AwardNote does the public record research before your first email: which nonprofits just took on federal money, what their filings say about finance capacity, and how to open the conversation.
The problem
Generic lists tell you who exists. Not who needs you now.
Lists go stale
A database of nonprofits by revenue says nothing about what changed this quarter.
Research eats selling time
Reading award records, audit filings, and Form 990s for each prospect takes hours a partner rarely has.
Cold outreach without context
An email with no specific reason to talk is easy to ignore.
How it fits your sales process
Research in, conversations out.
You set the target
States, organization sizes, and the kinds of nonprofits your firm serves best.
We research the signals
New federal awards, audit history, and Form 990 capacity signals, each labeled Verified, Inferred, or Unknown.
You open the door
Each note includes who to approach, the likely objection, and an opening line that cites the public award.
Signals we look for
Public records that point to finance work.
- A new or larger federal grant, from USAspending award records.
- Federal spending that may bring a first Single Audit at the $1,000,000 threshold.
- Prior Single Audit findings or late filings, from the Federal Audit Clearinghouse.
- Revenue growth with no finance lead listed in Form 990 Part VII.
- Small accounting fees relative to a growing budget, from Form 990 Part IX.
A signal is a reason to look closer, not proof of need. That is why every claim carries a label.
What it is not
Honest about the limits.
Not a lead list
Five to fifteen researched notes a month, not thousands of rows.
Not appointment setting
We do not contact nonprofits, book meetings, or promise clients.
Not exclusive
Public records are public. The value is in the reading and the approach.
Free tools
Try the research yourself.
Single Audit Checker
Look up any nonprofit’s federal awards and see whether it may be near the threshold.
New Awards Watch
Recent large federal awards to nonprofits, from public data.
Insights
Field notes on Single Audits, Form 990s, indirect costs, and grant reporting.
Questions
For firm partners.
Do you work with firms outside the nonprofit niche?
AwardNote is built for US firms that serve nonprofits or want to: outsourced CFO practices, fractional controllers, nonprofit accounting firms, bookkeeping specialists, and grants compliance advisers.
Can you focus on my state or region?
Yes. Tell us the states, the organization sizes, and the types of nonprofits you serve best, and the research is scoped to them.
Are the opportunities exclusive?
No. The research comes from public records, and other firms can read the same filings. What you get is the reading, the sourcing, and the approach.
Do you contact nonprofits for us?
No. We deliver researched opportunities and a suggested approach. You decide whether and how to reach out.
What does it cost?
A one time $149 pilot with five opportunities over 14 days and no auto-renewal. After that, monthly plans start at $299, with a Founding rate of $249 a month for your first 3 months.
Judge the research for yourself.
$149 pilot · 14 days · 5 opportunities · no auto-renewal