Free Interactive Scorecard
Nonprofit Accounting Assessment Scorecard
Evaluate your current or potential accounting partner across 6 critical categories. Total your scores to get an objective picture of your accounting partnership.
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How to use this scorecard: Rate your current or potential accounting partner on each criterion using the 1–5 scale. Total your scores at the end. A score of 90+ indicates an excellent partner. Below 60 signals it's time to reassess the relationship.
Nonprofit Expertise & Experience
Max: 20
Understanding of fund accounting principles
Grant management and compliance expertise
Experience with Form 990 preparation
Knowledge of nonprofit audit requirements
Category 1 Score:
0
/ 20
Technology & Systems
Max: 20
Proficiency with nonprofit accounting software (Sage Intacct, QuickBooks)
Ability to integrate with fundraising/CRM systems
Real-time reporting capabilities
Data security and confidentiality protocols
Category 2 Score:
0
/ 20
Strategic Advisory Services
Max: 20
Budget development and forecasting support
Cash flow management and forecasting
Financial analysis and insights for decision-making
Board reporting and presentation support
Category 3 Score:
0
/ 20
Communication & Responsiveness
Max: 20
Accessibility to senior team members
Response time for urgent matters
Clarity of communication and explanations
Proactive communication about issues or opportunities
Category 4 Score:
0
/ 20
Compliance & Risk Management
Max: 20
Regulatory knowledge (FASB, IRS, state requirements)
Internal controls assessment and recommendations
Audit readiness and documentation standards
Risk identification and mitigation strategies
Category 5 Score:
0
/ 20
Value & Partnership
Max: 20
Overall value relative to fees charged
Understanding of your mission and organisational culture
Long-term strategic partnership orientation
Willingness to grow with your organisation
Category 6 Score:
0
/ 20
Overall Score
0
/ 120
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Complete the scorecard above to see your result.
A score below 90 may indicate it's time to reassess your accounting partnership. Book a free consultation to discuss how EveryCentCounts can strengthen your nonprofit's financial operations.