Your family’s financial health can be diagnosed in myriad ways. At MinistryCPA, we have developed a financial health screening exercise that may lead to “prevention conversations”. Truthfully, it’s not all about financial health. But our Financial Health Questionnaire will likely lead to important chats that can prepare your family for a variety of life challenges. The instrument is a work-in-progress for us, so your feedback and suggestions will be most welcome. Follow this link ( Financial Health Questionnaire ) or access it online under Resources at www.Ministry.CPA .
It’s not an audit . It’s not even a formal CPA review . But our Operational Review Survey can offer your not-for-profit organization a trial run at self-assessing the ways it handles 1) revenues, 2) expenditures, 3) financial and management reporting, and 4) compensation and other financial matters. Parts of the survey may be “Greek” to your organization or, even, irrelevant. We use it as a start to our process of consulting organizations that seek opportunities for self-improvement. The instrument is a work-in-progress for us, so your feedback and suggestions will be most welcome. Follow this link ( Operational Review Survey ) or access it online under Resources at www.Ministry.CPA .