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New nonprofit CEO? Don’t inherit a financial mess. In this solo episode, Tosha breaks down the exact questions to ask in Week 1 and the first 90 days so you can quickly assess risk, read audits + 990s with confidence, pressure-test budget assumptions, verify restricted funds, and fix delayed or conflicting reports. You’ll learn how to evaluate your finance team, set a cadence for monthly close, and own the financial story with your board and funders.
Grab our free Financial Blueprint and avoid painful surprises.
The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint
You’ll learn:
🌐 Website: www.thecharitycfo.com 📸 Instagram: @thecharitycfo 📘 Facebook: /thecharitycfo 💼 LinkedIn: / the-charity-cfo 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1
By The Charity CFO, LLC4.8
2121 ratings
New nonprofit CEO? Don’t inherit a financial mess. In this solo episode, Tosha breaks down the exact questions to ask in Week 1 and the first 90 days so you can quickly assess risk, read audits + 990s with confidence, pressure-test budget assumptions, verify restricted funds, and fix delayed or conflicting reports. You’ll learn how to evaluate your finance team, set a cadence for monthly close, and own the financial story with your board and funders.
Grab our free Financial Blueprint and avoid painful surprises.
The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint
You’ll learn:
🌐 Website: www.thecharitycfo.com 📸 Instagram: @thecharitycfo 📘 Facebook: /thecharitycfo 💼 LinkedIn: / the-charity-cfo 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1

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