Financial Check-In

Are you feeling finance fuzzy? Have your financial leadership responsibilities in recent years felt like Mr. Toad’s Wild Ride? Are you finding that unusual and complex activities are making it harder to understand your nonprofit’s finances and to communicate to your stakeholders and co-workers?  Is your organization excited, but a little overwhelmed, by new opportunities? I mean, it’s been a lot.

A Financial Check-In from Ehlshlager Consulting will help with the finance fuzzies.  Not a check-up, measuring performance against external benchmarks from The Before Times, but a check-in to help you not just navigate, but to lead in the changing times still ahead.

It starts with a conversation about your organization’s unique activities - those that can be measured with dollar signs, and even more importantly, those that can’t.  In collaboration with your organization’s financial leaders, we’ll identify specific needs for financial communication, integrating your existing strategic priorities and operational realities.

Ehlshlager Consulting will analyze your organization’s recent and current financial information, prepare a written report, and present key strategic findings to your Finance Committee, staff or board group.  The analysis will consider cashflow/liquidity, clarity of revenue streams, visibility to changing program needs, and will be conducted with an eye to sustainability – not just to net asset balances – but to the humans who are the heart of your mission.

A Financial Check-In is also a great way to set up your organization for success before undertaking efforts such as:

  • New opportunities to advance mission – a new building, program, or business model

  • Resolution of debt and/or accumulated deficits

  • Succession planning or leadership transition

  • Capital campaigns

  • Strategic planning

Whether you’re laying the groundwork for future change or just need to be able to communicate finance effectively with program staff to empower their collaboration, a Financial Check-In will leave you feeling less fuzzy and better equipped to keep leading change.