Who the Review is for
Fit
Who is it for?
Nonprofits with $1M+ budgets that manage restricted or government grants.
Scope
Is this an audit?
No. It is a forecast and review, not an audit or attest opinion, and it does not replace your audit or single audit.
Team
Does it replace our finance team?
No. It supports your CFO or finance team. They keep the books, close and audit. We add the forward view and grant reporting support.
The Review
Deliverables
What does the Review include?
A 13-week cash forecast, margin by program and ranked grant compliance gaps, in 10 business days. Fixed fee: $2,500 Essential or $5,000 Comprehensive.
Inputs
What do we send you?
Grant agreements and budgets, a recent trial balance or general ledger, payroll totals and recent reimbursement records.
Next step
What happens after the Review?
On day 10 we walk you through the results with a fix for each gap. You can then add Monthly Runway Support or take the findings to your own team.
Support and platform
Ongoing
What is Monthly Runway Support?
Monthly support for your finance team: cash forecast, margin by program, grant reporting and compliance, a CPA session and the platform. Starting at $1,500 a month.
Platform
What is the platform?
It tracks restricted funds, margin by program and suggested decisions. It is in pilot and included with Monthly Runway Support.
Get started
How do I get started?
Take the free scorecard for a quick read, or book a Review to begin.