Executive Financial Health Diagnostic

Who This Is For

• Nonprofits navigating growth
• Organizations preparing for audit or funding expansion
• Executive teams lacking structured CFO oversight
• Boards seeking financial clarity

What’s Included

• Review of financial reporting structure
• High-level cash flow and liquidity assessment
• Governance & internal control scan
• Identification of financial risk exposures
• Executive summary report
• 60-minute leadership debrief

Financial Review

Financial Snapshot Review

Focused 90-minute executive diagnostic session

  • Summary memo of key risks and recommendations

Investment: $1,500

 

Next Step

Schedule a Confidential Strategy Call

During this call, we will determine:

• Whether the diagnostic is appropriate for your organization
• The scope required based on complexity
• Recommended next steps

Questions or clarifications

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