KNOW WHAT’S READY. KNOW WHAT NEEDS ATTENTION. KNOW WHAT TO DO NEXT.

The DIY Nonprofit Year-End Financial Readiness Workbook is a practical, guided self-review that helps nonprofit leaders assess their organization’s financial readiness using their own records and information.

Work through the areas that matter most at year-end — including reconciliations, financial reporting, contributions, grants and restricted resources, contractor reporting, cash and financial position, policies and oversight, and mission alignment.

Rather than simply asking “Are the books ready?”, the workbook helps you identify what is ready, what needs attention, what requires professional input, and what should become a priority moving forward.

WHAT YOU RECEIVE

23-page digital PDF workbook with guided review questions, worksheets, priority-setting tools and an early-year action roadmap.

For single-organization use. Educational and organizational planning resource; does not provide audit, attest, tax or legal services.