Accounting Self Assessment

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Digital Resource Template.png

Accounting Self Assessment

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Most organizations want their finances to work miracles for them - make the board more engaged; secure new funding; give our executive director more time for other things. However, they don't pay the same attention the their accounting systems as they do programming. As a result, the financial reports prove to be ineffective and lack luster. So there is no new funding. People continue to spin their wheels and the financial operations don't move forward in meaningful ways.

This assessment is to give you an unfiltered view of your accounting. It gives you an objective way of viewing matters, grade yourself and bring to mind some things that you may not have considered when dealing with the organization's finances.

By assessing how you view your finances your organization can see what areas are neglected and need a complete revamp, what areas can be easily be modified, and where you excel. This provides a good starting point for changes and will help spark conversation on what specific changes will be most beneficial for the organization overall.

Doing things the way you have always done them means you are destined to get the same results. Great if you like the results. Not great if the results are falling short of the mark. If you are not considering the changes to be made, your organization is vulnerable to stagnation. If it lasts long enough, stagnation could mean closure. Closure because your finances aren't reporting on the areas stakeholder deem to be key in making decisions. Closure because there isn't confidence in talking about the numbers and asking for what you need from potential funders. Closure because your executive director has to be involved in too many things and burns out.

In order to evaluate your current accounting system, use this guide.

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