DiscoverA Modern Nonprofit PodcastEpisode 123: 5 Signs Your Books Are a Mess & How to Fix Them
Episode 123: 5 Signs Your Books Are a Mess & How to Fix Them

Episode 123: 5 Signs Your Books Are a Mess & How to Fix Them

Update: 2025-05-13
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Description

Your nonprofit’s books might be messier than you think—and that mess could be costing you funding, credibility, and compliance.


In this episode of A Modern Nonprofit Podcast, Tosha is joined by Nancy Fussner, Director of Onboarding at The Charity CFO, to break down the five biggest red flags she sees when reviewing nonprofit books—and how to clean them up fast.


From mismatched bank balances to miscategorized expenses and confusing financials, Nancy shares real-world examples and practical fixes that can help you tighten your accounting and build trust with your board, funders, and team.If you’ve ever felt uncertain about your reports, unclear about your chart of accounts, or just want to make sure your books are actually audit-ready, don’t miss this episode.


Tied to The Charity CFO Financial Blueprint principles #9 (Monthly Reconciliations & Reports), #20 (Multi-Dimensional Accounting), and #23 (Diffused Responsibility).


Grab your free blueprint here.


Get in Touch with Nancy and The Charity CFO Team here.


What to watch next…

Are You the Problem? Change Happens through Strong Nonprofit Leadership


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About The Charity CFO

We’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?

Book a FREE consultation here.

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Episode 123: 5 Signs Your Books Are a Mess & How to Fix Them

Episode 123: 5 Signs Your Books Are a Mess & How to Fix Them

The Charity CFO, LLC