Free · 2 minutes · 10 questions
How healthy are your charity’s finances?
Score your organization on bookkeeping, controls, filings, board reporting and cash. Get your result instantly, plus the first three things to fix.
- Built for charities in Canada and the US
- No sign-up to see your score
- Takes about two minutes
What we look at
Five areas auditors, funders and CRA care about
Bookkeeping
Are the books current and reconciled, with restricted funds tracked separately?
Internal controls
Is there separation between who approves and who pays, backed by written policy?
Annual filings
Are your T3010 or Form 990 and donation receipts accurate, on time and tied to the books?
Board reporting
Does your board get regular statements that show restricted and unrestricted cash?
Cash and budgeting
Is there a working budget, a cash forecast and a reserve target?
Not a substitute for advice
This check is a quick self-assessment, not an audit. For a proper review, book a free call.