Financial Foundations: A Self-Guided Workbook for Strengthening Internal Controls

$0.00

Running a nonprofit takes heart, hustle, and a whole lot of paperwork. This printable, self-guided workbook helps grassroots leaders get their financial systems in shape without spreadsheets, jargon, or overwhelm. Whether you're seeking grant funding, building toward fiscal sponsorship, or just want to feel more confident in how your organization handles money, this workbook will guide you step-by-step through the essentials of internal control.

What You’ll Get:

  • A 12-page PDF workbook (fillable + printable)

  • Plain-language guidance on why internal controls matter

  • 25 self-assessment questions across 5 core pillars:

    • Control Environment

    • Risk Assessment

    • Control Activities

    • Information & Communication

    • Monitoring

  • A snapshot tool to visualize your strengths + growth areas

  • A simple action planning page to start making changes right away

  • A checklist of documents to keep for audits and funder readiness

Running a nonprofit takes heart, hustle, and a whole lot of paperwork. This printable, self-guided workbook helps grassroots leaders get their financial systems in shape without spreadsheets, jargon, or overwhelm. Whether you're seeking grant funding, building toward fiscal sponsorship, or just want to feel more confident in how your organization handles money, this workbook will guide you step-by-step through the essentials of internal control.

What You’ll Get:

  • A 12-page PDF workbook (fillable + printable)

  • Plain-language guidance on why internal controls matter

  • 25 self-assessment questions across 5 core pillars:

    • Control Environment

    • Risk Assessment

    • Control Activities

    • Information & Communication

    • Monitoring

  • A snapshot tool to visualize your strengths + growth areas

  • A simple action planning page to start making changes right away

  • A checklist of documents to keep for audits and funder readiness