Guided Finance Self-Audit

Tell Us About Your Current Finance Systems

Answer a guided set of questions about your nonprofit's organization structure, current systems, reporting workflows, budgeting process, grants, constraints, and implementation readiness. Your responses will help generate a personalized Finance Systems Roadmap.

This self-audit is designed to help JMT better understand your goals, current challenges, and the potential impact of a successful project.

Step 1 of 6

Estimated time: 4–6 minutesYour roadmap is being built as you answer

Organization Profile

Help JMT understand your organization's structure, size, and current financial situation.

What is your organization's annual operating budget?

How many employees are in your organization?

Do you manage more than one organization, entity, or location in your current system?

How would you define your organization's financial situation?

Is your finance function centrally managed or distributed across remote offices?