Is Your Organization’s Bookkeeping Putting Your Mission At Risk?
Discover hidden gaps in your financial systems with our free self-diagnostic scorecard. Get clarity on compliance risks and actionable steps to strengthen your organization’s financial foundation.
What’s Included in the Bookkeeping Health Scorecard
This comprehensive self-assessment gives you the insights to evaluate your organization’s financial health across 5 critical areas:
- Basic Bookkeeping Hygiene
- Compliance & Reporting Standards
- Technology & Automation Systems
- Strategic Financial Oversight
- Internal Controls & Policies
Complete the form to get your free scorecard and start strengthening your financial foundation today!
THE BENEFIT
Who will Benefit from this?
This scorecard is designed for executive directors, board members and financial leaders across all industries who want to make sure their organization’s financial systems are supporting sustainable growth and protecting their assets.
Whether you’re a growing business, established company, nonprofit organization, or managing complex personal finances, this assessment will help you identify exactly where your financial health stands.
If you’ve ever wondered “Are our books audit-ready?” “Could our financial systems handle growth?” or “Are we maximizing our tax efficiency?” – this scorecard will give you clear, actionable answers.
YOUR ASSESMENT
What makes this Bookkeeping
Assessment so Valuable?
Prevent Costly Financial Mistakes
Discover hidden vulnerabilities in your financial processes that could lead to compliance issues, audit findings, tax inefficiencies, or cash flow disruptions before they become costly problems.
Save Time & Reduce Financial Stress
Quickly pinpoint exactly where your financial processes need attention, eliminating guesswork and giving you confidence that you’re focusing your time and resources on the right priorities.
Maximize Your Financial Efficiency & Profitability
Identify opportunities to streamline your financial processes, reduce unnecessary costs, and optimize your operations to improve cash flow and boost your bottom line.
WHO WE ARE
About the Team
Greenwood Ohlund has been the trusted financial partner for businesses, nonprofits, and individuals across the nation for nearly 50 years. With deep expertise in tax planning, accounting standards, audit requirements, and strategic financial management, we created this scorecard to help you identify gaps and strengthen your financial foundations before small issues become major problems.
FAQ
Frequently Asked Questions
01 How long does the scorecard take to complete?
The assessment takes just 5-10 minutes to complete and provides immediate results with personalized recommendations.
02 Is this scorecard really free?
Yes, completely free with no strings attached. We believe every organization deserves access to tools that strengthen their financial health.
03 What if my organization scores low?
A low score simply identifies areas for improvement – it’s the first step toward building stronger financial systems. We’re here to help you improve.
04 Do I need accounting experience to use this?
Not at all. The scorecard is designed for organization leaders of all backgrounds and uses plain language throughout.
05 Do you work with businesses outside of Seattle?
Yes, we serve businesses nationally and offer remote CFO and accounting services to organizations across the country.