CFO Assessment Engagement
Guaranteed, No-Risk CFO Assessment
At MSA, we offer a $2,497 risk-free CFO Assessment that identifies gaps or inefficiencies across:
Financial reporting & compliance
Budgeting, forecasting, & cash flow
Tech systems & automation
Internal controls & financial strategy
Program and operational data integration into financial dashboards
If we find something? You get a clear, prioritized roadmap—and the $2,497 is credited toward any engagement. If we don’t? You get your money back. No questions asked.
What We're Looking For
The identification of at least one material opportunity, risk, inefficiency, or compliance gap within any of the following key areas:
Financial Reporting & Accounting
- Errors, inefficiencies, or omissions in current accounting processes or reporting systems.
- Outdated or non-compliant practices with GAAP or industry standards.
- Lack of timely or useful financial statements for decision-making.
Technology & Systems
- Gaps in current financial software or technology stack limiting visibility, scalability, or automation.
- Recommendations for systems upgrades, integrations, or new implementations that could enhance financial or operational performance.
Cash Flow, Budgeting & Forecasting
- Absence or weakness in forward-looking cash flow models, budgets, or forecasting tools.
- Identification of cash flow inefficiencies, burn rate concerns, or working capital issues.
Operational Efficiency & Controls
- Weak internal controls, inefficient processes, or lack of documented procedures in finance-related operations.
- Opportunities to reduce costs, streamline workflows, or improve oversight.
Strategic or Compliance Risk
- Non-compliance with tax, regulatory, or industry-specific financial requirements.
- Lack of financial strategy aligned with business goals (e.g., no KPIs, unclear pricing model, or ineffective capital structure).
A “finding” must be specific, actionable, and likely to deliver measurable benefit or risk mitigation if addressed. If the assessment reveals no such items, and the business is operating with best practices across all areas reviewed, the fee for the assessment will be waived.
With Our Fractional CFO for Nonprofits Model, You Get Top-tier Expertise at a Fraction of the Cost of Full-time CFO.
Book a Free Consultation to learn how our Nonprofit CFO Services can elevate your organization’s financial management.
