Finance & Accounting

Improve Your Operational Competence • Receive Your Top Three Most Important Items Requiring Attention • Tiered Pricing for All Nonprofits

Take the Survey

We Make Nonprofits Better.

Nonprofits want more funding. Funders want more confidence. More confidence comes from demonstrated operational competence. Nonprofits with higher levels of demonstrated operational competence give Funders more confidence. Funders with more confidence give Nonprofits more funding. Operational competence can be measured and improved with OpX360®.

This OpX360® online survey is based on accepted best practices and proven industry standards to help you determine your Nonprofit's competence levels in the area of Finance and Accounting, understand their importance, the consequences of non-performance and what you need to do to improve.

In minutes, you can know your operational competence levels and what you need to do next.


“Over a week, our leadership went through process improvement training. However, the beauty of OpX360® is that it requires no training and, in less than an hour, you have a clear understanding of what practices need improvement and a plan on how to do that.”

- Bruce Johnson, Nonprofit President and Leadership Advisor

30-Day Money Back Guarantee

If you are not fully satisfied with the value you receive from OpX360®, simply email us within 30 days of purchasing the survey with an explanation and we will provide you with a refund and even make a donation to your cause.

Get started now!



Contributors


Finance Team
Finance Team

Bob Lipps served as team leader of this survey. Bob has over 30 years professional experience in Law, Accounting, and Risk Management in Nonprofit C-Suite, Board and Professional Advisor capacities. He is Co-Founder and Principal Advisor at The Global Center for Nonprofit Excellence®, and Co-Inventor of OpX360®.

Other contributors included CPA & CFO David Beroth, Senior Advisor Gregg Capin and members of the Accounting Firm of CapinCrouse, CPA Vonna Laue, MBA, along with others.


Assessment Details

This Finance & Accounting module includes best practice statements that focus on business process and reporting systems, cash and investment management, internal and external audits, policies and procedures, regulatory compliance, roles and responsibilities and supporting core programs. Together, these practices touch on all aspects of your organization's finance and accounting operations.

Each OpX360® survey has 60 Best Practice statements based on proven industry standards to help you determine your nonprofit's competence in that specific area of your operation, understand their importance, the consequences for non-performance and what you can do to improve.

What You Will Receive

Within minutes of completing the survey, you will receive an Executive Briefing to provide a C-Suite or board-level summary of the assessment and a Detailed Report for the person or team ultimately responsible for your Nonprofit's Finance & Accounting operations.

The Executive Briefing contains:

  • Your current Competency Levels
  • The crucial Key Elements measured
  • Why they are important
  • Consequences for Non-Performance
  • The Three Most Important Issues you need to address first

The Detailed Report contains (see sample report below):

  • Everything in the Executive Briefing plus
  • Detailed information for each Best Practice statement including
  • Our Recommendations If You Are Not Compliant

Improve Your Operational Competence

There are 60 Best Practice Statements in each of the six OpX360® modules. In this Finance & Accounting module, these statements are grouped into seven sets of related Best Practice statements called Key Elements and each individual statement is categorized into one of three competence levels.

Those competence levels are:

  • Level 1 – Core operational practices necessary to perform effectively
  • Level 2 – Sophisticated practices that enhance overall performance
  • Level 3 – Leading edge practices that enable an organization to deliver the highest level of operational performance

Any of the OpX360® surveys can be taken individually or together, depending on the needs of your organization. In minutes, you can know your operational competence levels in any of the areas and what you need to do next.

"We’ve paid business consultants many thousands of dollars in recent years. For a fraction of the cost, OpX360® provided us with more focused feedback and recommendations, along with actionable steps for improvement, than our consultants have."

- Jim McKee, CPA and Nonprofit Leader

Frequently Asked Questions


How long does the OpX360® survey take?
If you intend to complete the survey in one sitting, please allow 30 minutes. Please note that you can pause at any time and restart when it's more convenient. Should you decide to pause, an email will be sent to you a link to start where you left off. There is no time limit.
How long do I have access to OpX360®?
After enrolling, you will have access for as long as it takes to complete the survey - across any and all devices you own. Also, to demonstrate the improvements you are achieving, you can retest as many times as you like for one-year period.
Who should take this Finance & Accounting OpX360® for our Nonprofit?
For best results, this Finance & Accounting OpX360® should be completed by your CFO, Director of Finance or knowledgeable Finance Committee board member. If possible, we recommend two or more people complete the survey independent from each other to increase objectivity and accuracy of the responses. We also recommend using the survey and related reports as training and orientation tools for new members of your team.
Who contributed to this Finance & Accounting OpX360® Assessment?
This Finance & Accounting OpX360® was developed by and for nonprofit leaders and practitioners, their funders and recognized experts serving the Finance and Accounting arena. Contributors included CPA & Attorney Bob Lipps, CPA & CFO David Beroth, Senior Advisor Gregg Capin and members of the Accounting Firm of CapinCrouse, CPA Vonna Laue, MBA along with others.
After completion, what will the final work product look like?
Within minutes of completing each survey, you will receive an Executive Briefing designed to be shared with your leadership and/or board and a Detailed Report for the person or team responsible for the specific area of operations.
What if I am not fully satisfied with OpX360®?
If you are not fully satisfied with the value you receive from OpX360®, simply email us within 30 days of purchasing the survey with an explanation and we will provide you with a refund and even make a donation to your cause.

Get started now!



30-Day Money Back Guarantee

If you are not fully satisfied with the value you receive from OpX360®, simply email us within 30 days of purchasing the survey with an explanation and we will provide you with a refund and even make a donation to your cause.

Still Have Questions?

Give us a call at (650) 246-9935

A member of our executive team will personally answer or return your call as soon as possible. We look forward to speaking with you.

Full and Partial Scholarships Available