DO THE REVIEW. BRING YOUR QUESTIONS. LEAVE WITH GREATER CLARITY.

The DNB Year-End Financial Readiness Workbook + Consultation combines a guided self-review with focused professional support to help you understand what you found and determine what deserves attention next.

Complete the workbook using your organization’s own information, then use the included Consultation Preparation & Priority Worksheet to identify the questions, uncertainties and priorities you want to discuss.

Your 60-minute DNB consultation will help you interpret your findings, clarify areas of uncertainty, establish priorities and identify practical next steps.

Includes:

• 23-page DNB Year-End Financial Readiness Workbook
• Consultation Preparation & Priority Worksheet
• One 60-minute consultation with DNB Nonprofit Management Solutions

AFTER PURCHASE

Your digital resources will be available for immediate download. DNB will contact you by email with information for scheduling your 60-minute consultation. Complete the workbook before your scheduled consultation so your time with DNB can focus on your questions, findings and priorities.

The consultation is based on your completed self-review and does not include an independent review of financial records or a written findings report. DNB does not provide audit, attest, tax or legal services.