Get your free Financial Health Checkup now!

Do you want to ensure your nonprofit is sustainable? Do you want to have a greater impact on those you serve? Do you need a few quick talking points about your financial health to share with a funder?

Do you feel a bit clueless when it comes to your nonprofit’s financial health?

Numbers aren’t your strong suit and you feel in the dark as to whether or not your organization has the financial foundation to be around for the long haul. Financial health and sustainability is about more than just how much cash you have in the bank. 

It can be confusing to know which numbers mean what, so I’ve created the Financial Health Checkup for you! This simple spreadsheet will walk you through five important financial metrics that will give you a crystal clear picture of how your organization stacks up. And the best part is: no math required!

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Meet our founder

Hi, I'm Stephanie

I’m a visionary Chief Financial Officer for nonprofits. I love sharing with nonprofit leaders how to better understand, use, and communicate your financials to your donors and other stakeholders because I know that when organizations are transparent about their numbers, they raise more money.

Grab the Financial Health Checkup to better share your organization’s story using your numbers today!

Hi, I'm Stephanie

I’m a visionary Chief Financial Officer for nonprofits. I love sharing with nonprofit leaders how to better understand, use, and communicate your financials to your donors and other stakeholders because I know that when organizations are transparent about their numbers, they raise more money.

Grab the Financial Health Checkup to better share your organization’s story using your numbers today!

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Need more help with your nonprofit numbers? Check out:Master Your Nonprofit Numbers – an online course in financial management for nonprofit leaders.

Every single week, leaders tell me, “ I don’t know what I don’t know,” and, “I don’t know how my organization is doing because I don’t feel like I know my numbers,” and, “I literally lay awake at night worrying about cash flow.” Sound familiar?

We have developed a self-paced, online course that covers the critical elements of financial management: budgeting, cash flow forecasting, audit, compliance, financial reporting, strategic planning, and more. 

The course is geared towards CEOs and Executive Directors (in other words, non-finance people), so you don’t have to worry about learning a bunch of technical accounting stuff. 

Wondering if this course is for you?

This course is for you if:

  • You lay awake at night worried about cash flow
  • You don’t know if/when/how to file your 990
  • Your organization doesn’t have a budget or financial dashboard
  • You don’t have a roadmap for achieving your goals this year

This course is not for you if:

  • You’re an experienced CFO who can prepare 990s in your sleep
  • You have an effective forecasting mechanism and confidently project a year out
  • You nail your audit every year with nary a management letter comment in sight

This course was designed specifically for you so you can better understand, use, and communicate your financials to grow your organization and your impact.

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Grab the Financial Health Checkup to see how healthy your nonprofit is today!

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