Nonprofit Momentum

Financial Planning
and Analysis

FINANCIAL PLANNING and PREPARATION

As you know, nonprofits are required to use a distinct and transparent form of record keeping and reporting called fund accounting, as well as follow GAAP rules in tracking the revenue and related expenses of restricted and unrestricted donations, memberships, and grants. In this regard, we can help your nonprofit create efficient and effective processes, plan for the future, budget for the year, train your board and leadership, and prepare statements for your constituencies.

We partner with your nonprofit in:

  • Forecasting and budgeting.
  • Financial statements and reporting.
  • Board and leadership training in nonprofit accounting and finance.
  • Financial analysis and recommendations.
  • Cash flow forecasting.
  • Grant management.
  • Creating or updating policies and procedures.

FINANCIAL ANALYSIS

Understanding the financial health of your nonprofit is vital to make informed decisions and guide your organization toward growth and success. Financial analysis is a critical tool that helps you achieve this understanding, enabling you to evaluate your nonprofit’s financial performance and identify areas for improvement.

We work with your nonprofit to:

  • Help make more informed decisions.
  • Identify strengths and weaknesses.
  • Recognize potential risks and mitigate their impact.
  • Benchmark against industry standards and other similar nonprofits.
  • Strengthen your ability to attract donors and financing.
  • Capitalize on the most effective revenue streams and recognize potential cost savings. 

Contact US

To discuss your nonprofit’s project and get a personalized quote for services please visit our contact us page, give us a call, or email us directly.

Becket Moore

becket@npmomentum.com

Phone:  615-999-2414