Assessments

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Finance can often be an invisible function of the organization making it difficult to know where to start when identifying improvements.
 
We review source documents and systems, interview stakeholders across the organization, make recommendations for improvement, and then provide the extra capacity to implement better practices and systems that benefit the entire organization.
 
This process is powerful because it creates a road map for financial transformation. This visibility into your organization’s financial management future creates engagement and confidence in your financial processes and models transformational change to other functions. 
 
Assessments generally last three to four months and often result in a continued, longer-term partnership. To learn more about our assessment services and whether they are right for you, take the short quiz below.

A la carte services

Short Term Solution 

Are you ready for assessments?

WHAT DOES IT LOOK LIKE

We conduct interviews with relevant stakeholders, review your current policies and procedures, analyze your existing financial data, review your workflow
This assessment is a comprehensive look at your staffing, workflow, internal controls, authority delegation, and technology.

TESTIMONIAL

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WHAT IS THE OUTCOME?

We will present practical, cost-effective recommendations to ensure that your financial management system creates actionable information.

TYPES OF ASSESSMENTS

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TESTIMONIAL

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John Doe, Executive Director

Do Good Works, Washington DC