Nonprofit finance tools
Updated 24 September 2026
Free, interactive assessments, nothing to download, nothing saved. Use them right in your browser.
Nonprofit finance carries a different weight: the board is watching, funders expect clean reporting, and restricted dollars can't be spent freely. This assessment gives you a fast, honest read on where your finance function stands, and where to strengthen it, before those gaps become a problem.
Where to next
Want the books off your plate?
Book a short call, and we'll give you an expert view of your situation.
Free Consult →How to use these
Tools for nonprofit finance teams and boards, built around restricted funds, reserves and the reporting a board can actually read.
Nothing is saved, nothing is downloaded, and none of it requires talking to us first.
Questions we get asked
What is the most common nonprofit finance gap?
Restricted and unrestricted cash sitting in one balance, so nobody can prove which dollars are spendable until a funder or an auditor asks.
Are these useful for a board member?
Yes. The reserve and reporting checks are written for the questions a finance committee should be asking each quarter.
Nonprofit finance tools
Restricted funds, reserves and the reports a board actually reads.
- Nonprofit finance scorecard A two-minute self-assessment of your nonprofit’s financial readiness.
Nothing here is gated and nothing asks for an email. If a tool raises a question about your own numbers, say so and we will look at it with you.
If you want this done for you
What happens next
Reading about it and having it done are different things. Here is exactly what happens if you want the second one.
- The call takes thirty minutesYou describe the business and where the numbers are letting you down. We give you an expert view of your situation, and what we would start with. There is no pitch deck.
- We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
- We send a written scope and a priceIt lists what we do each month, what you get, the date it lands and the fee. We agree it before anything starts, and it does not change unless you agree.
- We take over the books and close the first monthWe set up access and systems and enter the opening balances. The first close lands on the date in the scope, and every one after it does too.