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, billing, collections, payroll, close, tax 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 receipts and payouts, payroll, supplier obligations, commitments, and the projected low point in cash?

  4. Are quotes, contracts, invoices, receivables, and collection follow-up connected?

  5. Can the organization connect revenue by project, product, job, program, or location with payroll, contractors, supplier costs, and allocated shared costs, so the full cost and margin of each 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

    Does leadership receive useful information while there is still time to act?

  8. How do bills, documents, questions, and approvals move between your systems and people today, and where do the handoffs break?

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 revenue
  • Multiple projects, products, jobs, locations, or customer accounts
  • Employees, contractors, or both
  • Project, product, contract, or recurring revenue
  • A bookkeeper or CPA but no complete finance function
  • An owner or leadership team still connecting financial responsibilities manually
  • Difficulty seeing cash, margins, receivables, inventory or commitments, 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.