Book your assessment
Give us enough context to bring the right questions. You’ll choose a time after you submit.
Map the finance work your team needs help with
We’ll look at how the work runs today, what leadership needs to keep, and which recurring responsibilities may be appropriate to hand off.
Bring the work as it is today
The books and monthly close
Tell us who codes, reconciles, reviews, and closes the books now.
Grant and reporting pressure
Share the deadlines, reports, or current grant positions that depend on clean records.
The work you want to hand off
Identify the recurring responsibilities that keep returning to leadership.
Evaluating the software or a product workflow?Book a product demo
Questions before you book
What is a finance assessment?
It is a working conversation about your nonprofit’s current books, grants, close, and reporting process. We start with the work and responsibilities before discussing a Full Service scope.
What should we bring?
Bring the people who understand the current process and any pressing grant, close, reporting, or transition issue. You do not need to prepare a polished finance package first.
Does Full Service include every finance task?
No. The recurring scope is agreed with each organization. ImpactGraph owns only the work included in that agreement, while leadership keeps its decisions and approvals.
Can we book a software demo instead?
Yes. Use the product demo page if you are evaluating the software or a specific product workflow.
Book a product demo