Is Your Nonprofit Financially Set Up to Thrive?
Find out in 5 minutes.This free checklist helps nonprofit leaders assess their financial health across 8 key areas and identify exactly where to focus next.
Does This Sound Familiar?
You're doing the work. But at the end of the month, you might still be asking whether you're actually on track and whether you can sustain it.
No Clear Visibility
You have financial reports, but leadership still can't make confident decisions
Cash Flow Uncertainty
You're not sure if your cash position can sustain the next funding gap
Too Much Dependency
One person leaving could bring your finance function to a halt
That's exactly what this checklist addresses
It covers 8 areas and 24 questions across Financial Reporting, Cash Flow, Budgeting, Internal Controls, Compliance, Systems, Revenue and Board Reporting. Each section helps you identify where your organization stands and where to focus next.
SME WorX made our finances easy
"They managed payroll and accounts payable with care, giving us the confidence to focus on telling stories and growing."
Story District
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About Us
At SME Worx, we believe financial clarity is key to business success.
Founded by Cassie Zhang, our mission is to help businesses grow without the stress of managing finances. After seeing how business owners struggled to balance their passion with financial demands, we set out to make financial management and operations simple, accessible, and empowering.
As an Odoo Partner, we don’t just provide bookkeeping and CFO services—we help businesses integrate smarter systems, automate operations, and gain full financial control.
With remote options across the U.S. and Canada, SME Worx is here to take the hassle out of your busisness, so you can focus on what you do best.