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Is your organization financially fit?

Responding to the statements below will help you clarify any misperceptions you may have about your organization's financial health, and help identify your financial strengths and weaknesses.

These are the kinds of “questions,” in fact, that we ask during our Beyond the Bottom Line Accounting Assessment. That's because when you know exactly where you stand, you can make smart financial decisions that will make a world of difference for your organization.

Add up the points that correspond to your responses below using a scale of 1-5, with 1 representing strongly agree and 5 representing strongly disagree (1=strongly agree, 2=agree, 3=neutral, 4=disagree, 5=strongly disagree). See below for scoring results. Feel free to print and share this page.

1. Our organization has a system that accurately forecasts revenue and expenses.  
2. Our financial system is set up to measure results.  
3. Our financial reports give us an accurate picture of our organization.  
4. Our financial statements are prepared in a timely manner.  
5. We have the right accounting staff with the right skill sets.  
6. I am confident in the financial decisions that my team makes on a daily basis.  
7. Our accounting system is up-to-date and operates smoothly and efficiently.  
8. Our organization has enough cash to fund our operations for the next 12 months.  
9. I am satisfied with our organization's current line of credit.  
10. I am satisfied that our organization's assets are safe and invested properly.  
11. Our organization uses industry best practices when it comes to financial management.  
12. I can answer all of my board's financial questions.  
13. Our organization is not spending more time than we'd like on funding issues.  
14. I have someone with a strong financial background that I can bounce ideas off of.  
15. Ongoing financial issues do not keep me up at night.  

How did you do?

• Between 15 and 24: Congratulations! Your organization is financially fit in most areas.
• Between 25 and 34: There are a some areas that need improvement. Your organization will benefit from bringing these up to par with the others.
• Between 35 and 44: Now is the time to take a hard look at the areas keeping your organization from the advantages of financial and operational stability.
• Above 45: You should be concerned about your organization's financial fitness.