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Capacity Assessment

This information is for your use only and will not be shared with us unless you chose to do so at the end of the assessment.

General

Financial Position

Governance

General

Does the organization follow Generally Accepted Accounting Principles (GAAP)?

Yes No Unsure/Somewhat N/A

Is there a strategic plan in writing?

Yes No Unsure/Somewhat N/A

Does senior level accounting/finance person attend staff meetings?

Yes No Unsure/Somewhat N/A

Management does not take overly aggressive or noncompliant positions on recording financial transactions.

Yes No Unsure/Somewhat N/A

The organization is willing and able to make changes to accounting and financial procedures and systems to achieve better outcomes and/or to comply with rules and best practices.

Yes No Unsure/Somewhat N/A

Financial position

There is enough cash to pay bills on time.

Yes No Unsure/Somewhat N/A

There is a cash reserve of at least 6 months operating expense.

Yes No Unsure/Somewhat N/A

Governance

The Board is committed to sound financial management

Receives timely and accurate financial statements

Yes No Unsure/Somewhat N/A

Reads and understands financial reports, asks appropriate questions, and has appropriate comments at meetings

Yes No Unsure/Somewhat N/A

Has experience with accounting and financial management

Yes No Unsure/Somewhat N/A

Board approved accounting policies and procedures

Yes No Unsure/Somewhat N/A

Board reviews accounting policies and procedures every year

Yes No Unsure/Somewhat N/A

Board members understand their fiduciary responsibilities

Yes No Unsure/Somewhat N/A

Treasurer has more than 10 years of accounting, finance, or other business experience

Yes No Unsure/Somewhat N/A

There is a Finance Committee

Yes No Unsure/Somewhat N/A

There is an Audit Committee

Yes No Unsure/Somewhat N/A

About company

Anderson financial management & accounting, LLC provides professional accounting and financial management services to not-for-profit organizations that nurture the human spirit.

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