To be effective, an organization must periodically make an assessment of its work.  How will an organization know if its decisions and efforts are successful and effective?  Prudent individuals attempt to make the best decisions they can, given the best available information at the time.  This can be in regards to policies, procedures, programs, forms, performance, returns, and many other areas.  To know whether the given policy, procedure, program, form, performance, or return met the intended goal or objective, an assessment must be conducted.  Because change occurs every day, what is effective today may not be effective or even relevant tomorrow.

The Firm will assist nonprofit organizations by facilitating and/or administering assessments and providing a report of findings with recommendations, in the areas of Board Governance and Financial Management.

Board Self-Assessment*


The BSA lays a foundation for setting board development priorities and motivating board members – individually and collectively – to strengthen the board’s governance performance and practices. The online survey covers board practices and policies plus nine areas of board responsibility. Request Assessment 
*These assessments are conducted by BoardSource, but facilitated by Glenda Y. Hicks, CPA
The Firm will perform an assessment of the accounting function within a nonprofit organization (ideal for new executive directors desiring an understanding of the state of accounting operations) and provide a report outlining findings and recommendations for best practice improvements. Request Assessment