WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY]

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Apr 23

Written By A. Michael Gellman (CPA, CGMA)

A photo of a pen on top of an open notebook, laying on a blue table top. — The purpose of this Financial Health Assessment and Implement Framework worksheet is to help you to step back and assess your organization’s recent financial position and set the stage for planning the next two years.

This worksheet will help you to look back at recent history while looking forward to create a path to improve your organization’s financial health and enhancing sustainability.

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A. Michael Gellman (CPA, CGMA)

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