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Financial Health

Prep Time:

1 day

Check-ins:

Bimonthly

Serves:

2 Servings

Level:

High

About the Tool

Federal agencies scrutinize financial health. FinCheck creates a grant-specific financial readiness report.

Ingredients

  • Audited financials (past 2-3 years)

  • Operating budget

  • Balance sheet & P&L

  • Cash flow projections

  • Fundraising plan

Preparation

Step 1


Collect your financial docs from accounting.


Step 2


Upload and let Financial Health highlight gaps.


Step 3


Update projections every quarter.


Step 4


Use reports to tell your funding story clearly.



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