GreenBridge Consulting
Executive Financial Health Diagnostic
Gain a clear, independent view of your organization’s financial position, reporting practices, internal controls, and key financial risks.
GreenBridge Consulting provides leadership and boards with focused analysis, practical recommendations, and greater confidence in their financial decision-making.
Schedule a Confidential Strategy CallWho it is for
Is this diagnostic right for your organization?
This service is designed for organizations that need greater financial clarity, stronger oversight, or an independent perspective on current risks and priorities.
- Nonprofits navigating growth or organizational change
- Organizations preparing for an audit or funding expansion
- Executive teams that need stronger financial visibility
- Boards seeking greater clarity in financial reporting
- Organizations concerned about cash flow or controls
- Leadership teams without consistent CFO-level oversight
Scope
What we review
We examine the areas that most directly affect financial clarity, resilience, governance, and decision-making.
Financial position
- Financial reporting structure and quality
- Cash flow and liquidity
- Budgeting and forecasting practices
- Material financial risk exposure
Oversight and operations
- Governance and internal controls
- Board and executive financial reporting
- Finance-team capacity
- Operational financial processes
Deliverables
What you receive
The goal is to give leadership a clearer understanding of what is working, where risks may exist, and what should be addressed next.
Executive Financial Health Diagnostic
- A focused 90-minute executive diagnostic session
- A high-level review of the information provided
- Identification of significant risks and areas requiring attention
- A written summary of key findings
- Practical, prioritized recommendations
- A 60-minute leadership debrief
Investment
A focused executive review
$1,500
The scope and information requirements will be confirmed before the engagement begins.
If your organization requires a more extensive review, we will discuss the recommended scope and pricing with you in advance.
A practical, independent perspective
This is not an audit, assurance engagement, or detailed accounting review.
It is a focused executive diagnostic designed to identify important financial-management concerns and help leadership determine the most appropriate next steps.
Why GreenBridge
Senior financial leadership with an implementation mindset
GreenBridge Consulting brings senior financial leadership experience across financial reporting, cash management, governance, internal controls, forecasting, and complex organizational structures.
Our recommendations are designed to be practical, prioritized, and appropriate for your organization’s capacity and objectives.
Next step
Schedule a confidential strategy call
During this introductory conversation, we will discuss:
- Your organization’s current concerns and priorities
- Whether the diagnostic is appropriate for your situation
- The information required
- The recommended scope and practical next steps
There is no obligation to proceed following the initial conversation.
Schedule a Confidential Strategy CallQuestions?
Prefer to send a message?
Send us a message and a member of our team will be in touch shortly.