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GAAP Compliant
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2 CFR 200 Mastered
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Clean Audits
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Structured Reporting
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Growth & Sustainability Alighment
○ GAAP Compliant ○ 2 CFR 200 Mastered ○ Clean Audits ○ Structured Reporting ○ Growth & Sustainability Alighment
Assess Your Financial System
Identify structural gaps in your financial infrastructure, reporting, and compliance before they impact performance, audits, or growth.
When organizations struggle with reporting delays, audit risk, or lack of visibility — the issue isn’t accounting. It’s infrastructure.
If any of this sounds familiar, your financial system is breaking under complexity:
Reporting cycles take 30+ days
Fund balances are unclear or unreliable
Audit preparation is reactive and stressful
Financial data requires manual correction
Reports don’t align across funding sources
Leadership lacks real-time financial visibility
Kontab’s systems assessment identifies exactly where — and how to fix it before it impacts your growth, compliance, and stability.
Most organizations don’t realize their financial system is limiting them—until growth or audit pressure exposes it.
WHAT THIS IS
A Financial Systems Assessment — Not a Consultation.
This is a structured diagnostic designed to evaluate:
Your fund accounting architecture
Compliance with federal and donor requirements
Reporting accuracy and visibility
Internal control environment
You leave with a clear, actionable roadmap.
This is the first step toward building an audit-ready, scalable financial system.
WHO THIS IS FOR
This assessment is designed for organizations that:
Manage multiple funding streams (grants, contributions, earned revenue)
Require compliance with 2 CFR 200 or similar frameworks
Lack clear, reliable financial visibility
Are preparing for growth, audits, or funding expansion
WHAT YOU’LL RECEIVE
1. Financial Maturity Assessment
Classification of your current financial infrastructure
Identification of structural limitations
Organizations working with Kontab have achieved:
Reporting cycles reduced from 30+ days to under 7 days
Full visibility across multiple funding streams
Audit-ready financial systems implemented
Compliance risks eliminated at the structural level
Restored financial stability within 6–12 months
3. System Gap Identification
Breakdown of reporting, controls, and infrastructure gaps
2. Compliance Risk Analysis
Review of fund tracking and restrictions
Identification of potential audit risks
4. Strategic Roadmap
Prioritized next steps
Recommended system and process improvements
HOW IT WORKS
Step 1 — Initial Review
We assess your organization’s structure, funding complexity, and current systems
Step 3 — Assessment Execution
We evaluate your financial systems, controls, and reporting
Step 2 — Focused Strategy Session
We meet with leadership to understand priorities and challenges
Step 4 — Delivery
You receive a structured report with findings and recommendations
PRICING
Investment: $5,000 – $12,000
Pricing is based on:
number of funding streams
organizational complexity
reporting requirements
This replaces weeks of internal analysis and prevents costly compliance and reporting failures.
Build the Financial Infrastructure Your Organization Requires to Scale
Assess Financial System
A structured evaluation of your financial infrastructure, compliance posture, and reporting systems.