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Growth that matters.

Cultivate Financial exists to help those who help others.

We understand that less time worrying about your business concerns means more time for you to focus on what really matters to you. With over four decades of collective experience working with nonprofits, not only do we share your passion for change that matters, but also possess the resources to help make that change a reality. Whether you are starting with a seed and struggling to even know where to begin or wrestling to manage the growth of your thriving organization, we can meet you right where are and take you where want to be! We provide outsourced financial management solutions specifically for entities that are a 501(c)-3 and for those startups seeking nonprofit status. Not only will we help get your financial affairs in order, but we have experienced consultants and industry experts ready to help you with any of your organizational and management needs. If you're interesting in founding a not-for-profit organization, or if your current non-profit organization needs to reorganize, restructure, or revive - we're here to help.

We are ready to help your organization grow with confidence!

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire about our services.




1808 S. Good Latimer Expy
Dallas, Texas 75226

(972) 863-1511

Services We Offer


The starting point for any organization is to incorporate with the state. We walk you through the process step-by-step to secure your name and EIN number.

tax return preparation

Our CPA affiliates have over 40 years of experience and can take the stress out of dealing with the IRS.

application for Nonprofit status

Applying for nonprofit status can be easy when you are working with someone who has done it before. We know how to avoid the potential pitfalls to ensure a speedy approval process.

Management Reviews

From board formations to management procedures to building a healthy volunteer base - there are so many things that go into making a nonprofit organization thrive. Let us help you take an objective look at where you are, help us pinpoint where you are going, and together we will chart a map of how to get there.


We help you track your expenses, income, assets and liabilities through weekly coding, monthly reconciliations, and reporting that can give you a better perspective of the financial health of your organization.


Sometimes you just need a sounding board, other times you need a voice of experience to speak to your situation. We have experts in finance, HR, and structural formation who can help your organization maximize your productivity and effectively harness your passion so it can meet its full potential.



For-profit organizations, go to


What you do makes a difference, and you have to decide what kind of difference you want to make.
— Jane Goodall


Let's Chat.

Use the form below to contact us regarding your inquiry. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve.

Name *
Please do not include confidential or sensitive information in your message.