What Financial Support Does Your Nonprofit Need Right Now?

Quiz Questions

• 1.
  How do you feel about numbers in general?

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  • A.
    Keep me away from all numbers!
  • B.
    I understand the basics, but I'm no accountant
  • C.
    I rely on others to help me understand the numbers
  • D.
    I'm super confident in my financial acumen
• 2.
  How do you make tough decisions?

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  • A.
    Shake my Magic 8 Ball and hope for the best
  • B.
    Consult with a colleague, board member, or a friend and do whatever they suggest
  • C.
    Spend a ton of time Googling and making a pros and cons list
  • D.
    Make a spreadsheet, plot out different scenarios, and use the data to make my decision
• 3.
  What's your take on the 990?

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  • A.
    Our 990s get filed, but our records feel messy and stressful
  • B.
    Um, what's the 990?
  • C.
    I do the 990 myself! (And hope that the IRS doesn't find any mistakes)
  • D.
    We file our 990 but are not sure we are maximizing its power
• 4.
  How often do you check your organization's bank balance?

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  • A.
    Usually only when something feels urgent
  • B.
    Rarely. I’m not closely connected to our banking day to day
  • C.
    Multiple times a week. I love watching our financial strength and sustainability grow!
  • D.
    Once a month when I review my numbers
• 5.
  Do you feel like you have enough cash in your organization?

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  • A.
    For the most part, but big bills always surprise me
  • B.
    We have plenty. But it's all sitting in a savings account and I don't think it's working for us.
  • C.
    Cash flow is tight and payroll can feel stressful at times
  • D.
    I can cover our basic expenses, but making any big investments is never possible
• 6.
  How would you describe your organization’s overall financial stability?

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  • A.
    We’re often reacting and putting out fires
  • B.
    We cover the basics, but long-term planning feels hard
  • C.
    We’re stable, but want to be more strategic
  • D.
    We feel confident and are planning ahead
• 7.
  How involved do you want to be in your organization’s finances?

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  • A.
    I want things handled reliably so I don’t have to think about them much
  • B.
    I like reviewing reports and understanding what’s happening
  • C.
    I want to use financial data to guide strategy and decisions
  • D.
    I’m very hands-on and already deep in the numbers

Quiz Outcomes

• 1.
  You Need a Bookkeeper

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  A strong bookkeeping foundation helps everything else fall into place.When day-to-day financial details are handled consistently and accurately, you gain clearer visibility into where your organization stands and far less stress around deadlines and reporting.Bookkeeping support helps ensure your transactions are organized, your records are reliable, and your financial data is ready to support reporting, compliance, and future planning. For many nonprofit leaders, this is the first and most important step toward financial clarity.
• 2.
  You Need a Finance Manager

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  As organizations grow, financial operations often become more complex. A finance manager helps bring structure, consistency, and stability to the systems behind the scenes so your finances can keep up with your mission.Finance management support helps strengthen budgeting, cash flow oversight, payroll allocations, and financial compliance, creating a steadier foundation for decision-making and growth. This level of support is ideal when your organization needs more coordination and insight than bookkeeping alone can provide.
• 3.
  You Need a Financial Strategist

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  When you’re ready to use your numbers to guide decisions, plan ahead, and communicate clearly with your board and funders, strategic financial support can make a meaningful difference.A financial strategist helps turn financial data into insight by identifying trends, supporting budgeting and forecasting, and helping you see what’s coming next. This support is designed to build confidence in decision-making today while positioning your organization for long-term financial health and impact.