Precision Oversight for Strategic Stability

A Comprehensive Financial Health & Risk Assessment.

Whether you are reacting to a sudden crisis—like an urgent audit or the loss of a long-term CFO—or proactively preparing for a leadership transition, true stability begins with being seen. Our assessment provides the clarity needed to lead with confidence.

A Strategic Diagnostic for Nonprofit Financial Clarity

The Financial Health & Risk Assessment is a structured 4–6 week diagnostic engagement designed to evaluate the strength, reliability, and risk profile of your organization’s financial infrastructure.

This is not a form, test, or surface-level review. It is a hands-on executive assessment of how financial information is created, reviewed, protected, communicated, and used for decision-making.

Designed for Moments of Risk, Transition, or Strategic Preparation

After a Finance Leadership Departure
When a CFO, Director of Finance, or long-term finance leader leaves and critical knowledge is missing.

Before a Major Transition
When a new CEO, COO, board treasurer, or finance leader needs a clear picture of financial condition.

During Audit or Compliance Pressure
When audits, federal reporting, funder requirements, or unresolved financial issues require urgent attention.

Before Growth, Change, or Investment
When leadership wants to modernize systems, strengthen controls, or prepare for expansion.

What the Assessment Covers

  • Financial statements and monthly close process

  • Bank, credit card, and investment activity

  • Accounting, payroll, and financial software

  • Historical audits and audit preparation practices

  • SOPs, accounting manuals, and documentation

  • Internal controls and approval workflows

  • Staff roles, workload, and execution practices

  • Budgeting, forecasting, and cash flow processes

  • Grant, federal, state, IRS, 990, LM-2, and funder reporting obligations

  • Board, finance committee, audit committee, and investment reporting

How the Engagement Works

  1. Initial Inquiry
    The organization submits a request for assessment consideration.

  2. Discovery Call
    We discuss the organization’s current challenges, financial structure, urgency, and goals.

  3. Proposal & Engagement Letter
    If there is alignment, we provide a scoped proposal. Work begins after the engagement letter is mutually executed.

  4. Assessment Period — 4 to 6 Weeks (Commencing upon full system access).
    To ensure precision, the diagnostic timeline begins once all requested financial and system credentials have been provided. Once that has happened, then we conduct interviews, review records, observe financial workflows, assess systems, and evaluate reporting, compliance, controls, and staffing.

  5. Final Report & Recommendations
    Leadership receives a comprehensive report outlining observations, key risk areas, and prioritized recommendations.

The Final Deliverable

At the conclusion of the assessment, leadership receives a comprehensive written diagnostic report designed for executive and board-level decision-making.

The report typically includes:

  • Executive summary

  • Scope of assessment

  • Financial infrastructure overview

  • Finance team structure and capacity observations

  • Systems and technology review

  • Internal controls and documentation findings

  • Monthly close and reporting assessment

  • Compliance and reporting risk areas

  • Key risks identified

  • Strategic recommendations and next steps

  • Strategic Sustainability Roadmap

Assessment Investment

Standard Diagnostic

Starting at $7,500

Best for organizations under $15M budget.

Single entity review.

Audit readiness check.

Request an Assessment

Complex System Assessment

Starting at $12,500

Best for organizations $15M – $50M or those with multi-fund complexity.

ERP-level deep dive (Intacct/Blackbaud).

Federal Grant / NICRA stress test.

Enterprise / Transition

Custom Quote

Best for $50M+ organizations or those in active crisis/turnaround.

Multi-entity consolidations.

Forensic data reconstruction.

If your organization is navigating transition, financial uncertainty, audit pressure, compliance complexity, or strategic growth, we invite you to request an assessment review.

Commitment to Momentum

This executive engagement is designed for organizations prepared to move with urgency. Rapid progress requires a designated internal point of contact and immediate access to financial software, bank portals, and board-level documentation.

Assessment Inquiry Form

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 2 business days.