Financial Health Check • Nonprofits & Research Organizations
Understand what your numbers are telling you.
Get a clearer view of financial trends, liquidity, funding, and significant variances—with plain-English observations and priorities for leadership.
$750 standard review · Financial Health Summary · 30-minute virtual findings discussion
Request Your Financial Health CheckWho this is for
You have reports. You still have questions.
For nonprofit and research leaders facing cash-flow concerns, changing funding, significant budget variances, multiple revenue sources, or uncertainty about restricted resources.
It can also provide perspective during a leadership transition or when considering additional financial support.
What you receive
A clearer financial picture.
- A two-period financial health dashboard/snapshot and written findings report.
- Key financial observations within the agreed scope.
- Prioritized risks and areas needing attention.
- Practical next steps and a 30-minute virtual findings discussion.
What we examine
The position, patterns, and pressures behind the numbers.
Financial position & liquidity
Cash, current assets and liabilities, receivables, payables, and restricted versus unrestricted resources.
Operating results & budget performance
Revenue, expenses, and operating results across TWO agreed comparative fiscal periods, plus significant budget-to-actual variances when a budget is available.
Revenue & funding
Major funding sources, significant changes, and concentration or funding-related risks.
Reporting & oversight
The quality and usefulness of the information available to leadership and the board, based on the records provided.
Review scope and exclusions
This is a defined-scope diagnostic consulting service. It is not an audit, financial statement review engagement, attestation service, legal or tax opinion, or certification of compliance. It does not provide assurance.
The standard review covers TWO agreed comparative fiscal periods using existing statements. It does not include financial statement preparation, transaction testing, bookkeeping or accounting cleanup, comprehensive internal control testing, reconstruction or correction of records, multi-year analysis beyond the defined comparative period, grant compliance testing, remediation, or implementation.
Additional investigation, corrective work, or support requires a separate engagement and advance written approval.
What Happens Next?
1. Tell Us What's on Your Mind
Complete the short service request form below. You don't need to know exactly what the problem is or have all the answers.
2. Let's Have a Conversation
You'll receive an email confirming your request, along with a link to schedule a complimentary 30-minute conversation. We'll discuss your organization's needs and determine whether this service is the right fit.
3. We'll Recommend the Next Step
Once we've confirmed that this review meets your organization's needs, we'll provide an engagement agreement outlining the services included in your $750 review.
4. Share Your Documents Securely
Once your engagement is accepted, you'll receive a document request checklist and a secure upload link specific to your service.
No financial documents are required when submitting your initial request.
Experience behind the perspective
Forensic-minded. Explained in plain English.
20+ years in nonprofit accounting, a master’s degree in Forensic Accounting, and prior nonprofit audit experience inform the questions we ask and the observations we explain.
For research organizations, explore the Research Finance Review. For ongoing planning and strategic financial decisions, consider Fractional CFO support.
An optional starting point
Still exploring what deserves attention?
Our complimentary assessment can help you reflect on your organization’s current practices and identify questions worth discussing.
Explore the complimentary Financial Health Assessment →How It Works
1.Request Your Health Check
Complete the Financial Health Check request form below.
2.Complete Intake Form
After submitting your request, your browser opens the Financial Health Check intake form for download. Complete it to help us understand your organization's financial environment and what you want the review to address.
3.Receive Your Document Request
You'll receive the standard Financial Health Check document request and secure upload instructions.
4.Upload Your Information
Provide the required information for the defined review period and corresponding prior-year period.
5.The Health Check Begins
We analyze the information within the defined Financial Health Check scope.
6.Receive Your Findings
You'll receive your Financial Health Check report with prioritized observations and recommendations.
7.Leadership Debrief
We'll spend 30 minutes walking through the findings
If your intake indicates that your needs fall outside the standard Financial Health Check scope, Pennies Count will contact you before requesting additional information or beginning expanded work. Any expanded scope and fee will be agreed upon in advance.
FINANCIAL HEALTH CHECK
Ready to Understand Your Financial Health?
A clearer understanding of your financial position can help leadership make better decisions before financial concerns become larger problems.
