See where your finance operation is losing time, visibility, or control.

We will look at how bookkeeping, bills, collections, approvals, reporting, and cash information move through your organization today. Then we will discuss what should stay with your team, what EveryPenny could handle, and where a connected process could remove unnecessary coordination.

A focused conversation about your operation, not a request to upload your financial records or connect your bank accounts.

30 minutes. No sensitive documents required for the initial conversation.

Request your review

Six short fields. We’ll follow up with scheduling options.

We use your details only to prepare and schedule the review.

Eight areas where financial control is usually lost.

What we review, in the order a treasurer would ask about it.

  1. Who currently owns bookkeeping, grant billing, collections, payroll, close, audit and Form 990 coordination, reporting, forecasting, and financial decisions?

  2. Are accounts reconciled, adjustments reviewed, and reports delivered through a reliable recurring process?

  3. Can leadership see expected grant receipts and reimbursements, payroll, vendor obligations, restricted balances, and the projected low point in cash?

  4. Are awards, contracts, reimbursement requests, invoices, receivables, and collection follow-up connected?

  5. Can the organization connect program revenue and funding with payroll, contractors, vendor costs, and allocated shared costs, so the full cost of each program, grant, and contract is known?

  6. Are payments, vendor changes, payroll, refunds, and material adjustments subject to defined approval authority?

  7. Decisions for the board · April meeting

    1. 1Authorize a temporary operating-reserve draw

      Board (finance committee recommendation) · April board meeting

    2. 2Approve the County grant budget modification

      Executive director · Before quarter end

    3. 3Decide the Workforce Development funding plan

      Executive director with program director · May finance committee

    Do the executive director, the finance committee, and the board receive useful information while there is still time to act?

  8. Are the books and supporting schedules organized so the audit and Form 990 are controlled rather than becoming a year-end emergency?

A one-page Finance Function Map

Within one business day after the conversation, EveryPenny will provide a concise summary showing:

Finance Function Map

One page

Within one business day of the conversation

  1. 1Responsibilities that are clearly owned
  2. 2Responsibilities that are fragmented or unowned
  3. 3Immediate financial-control risks
  4. 4Visibility gaps affecting leadership decisions
  5. 5The three most important priorities to address
  6. 6The finance structure appropriate for the organization’s current stage
  7. 7Whether the organization needs bookkeeping support, a controller layer, CFO support, or a complete outsourced finance function
  • Responsibilities that are clearly owned
  • Responsibilities that are fragmented or unowned
  • Immediate financial-control risks
  • Visibility gaps affecting leadership decisions
  • The three most important priorities to address
  • The finance structure appropriate for the organization’s current stage
  • Whether the organization needs bookkeeping support, a controller layer, CFO support, or a complete outsourced finance function

The summary is useful whether or not EveryPenny is ultimately the right provider.

The Financial Control Review is not:

It is a high-level operating assessment intended to identify financial responsibilities and structural gaps.

  • An audit
  • A review or compilation engagement
  • An attestation service
  • A tax opinion
  • Legal advice
  • An accounting-system implementation
  • A generic sales presentation

Four steps, start to finish.

From a short form to a written map, with nothing to prepare beyond the conversation.

  1. 01

    Provide brief context

    Tell us your organization name, annual revenue or operating budget range, current financial setup, and the issue that prompted you to look for help.

  2. 02

    Meet for 30 minutes

    We walk through the major responsibilities in your current finance function and identify where ownership, timing, information, or control is breaking down.

  3. 03

    Receive your Finance Function Map

    We send a concise written summary of the priority gaps and recommended next-stage structure.

  4. 04

    Decide what happens next

    Where there is a fit, we can prepare a separate scope for EveryPenny to operate the function. Where there is not, you still retain the assessment.

The review is designed for established nonprofits that have:

  • Multi-million-dollar annual operating expenses or revenue
  • Multiple programs, grants, contracts, locations, or funding sources
  • Employees, contractors, or both
  • Grant, contract, fee-for-service, or contributed revenue, restricted and unrestricted
  • A bookkeeper or CPA but no complete finance function
  • An executive director or board treasurer still connecting financial responsibilities manually
  • Difficulty seeing cash, restricted balances, program results, grant receivables, reserves, or overall financial position clearly

Find the gaps before they become expensive.

Request a Financial Control Review

30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.