ACVO Financial Healthcheck Logo
  • Financial Healthcheck

    Please read the information below before completing this form
  • This form is intended to be used by Third Sector organisations of all shapes and sizes and some of the sections may not be relevant to your organisation. Please feel free to skip any sections that you feel are not relevant to you.

    Each section of the review is designed in a similar fashion, with a series of questions with the same multiple choice answer format. There are two options for providing evidence to support your answer.  You can either 'drag & drop' files or add a text response.  There is also a 'save and continue later' option, enabling you to return and complete your form at another time.

    Examples of the types of evidence you could include are provided for guidance purposes only. The list isn't exhaustive, however we also don't expect you to be able to provide all the evidence that is listed. Please feel free to add as much or as little evidence as you wish and use any combination of the 'drag & drop' or text responses as you find helpful.

    The process is designed to help you self-assess your strengths and weaknesses in regards to your financial processes, as well as enabling our Finance experts to consider if there are elements which may benefit from additional support or attention should you wish to receive this constructive feedback.

    Once you have completed and submitted the form your responses will be reviewed by a member of the ACVO Finance Team who will aim to provide feedback within 10 working days.  Please note, this is only a guide and if there will be a delay due to workload, you will be made aware of this via email.

    If you require any support with completing the form, please don't hesitate to get in touch with a member of our Finance Team, who would be happy to help you.

    Paul Dixon, Finance Manager, paul.dixon@acvo.org.uk, 01224 686054

    Sarah Irvine, Finance Assistant, sarah.irvine@acvo.org.uk, 01224 686074

    Cristina Garcia, Support Services Assistant, cristina.garcia-sanchez@acvo.org.uk, 01224 686059

  • Data Protection and Privacy Notice

  • You can access our Data Protection and Privacy notice by following this link: ACVO Privacy Policy

  • Data Protection and Privacy Policy

    To continue with this form, you need to confirm that you have read our Data Protection and Privacy Notice, and consent to ACVO storing the data as detailed within the policy.

  • Data Protection and Privacy Policy

    To continue with this form to enable you to receive your financial healthcheck, you need to confirm that you have read our Data Protection and Privacy Notice, and consent to ACVO storing the data as detailed within the policy.

  • This service is only available to organisations that are current members of ACVO. To become a member of ACVO please complete the membership application on our website at https://acvo.org.uk/membership/ Membership costs from as little as £25 per year.

  • About You

  • About Your Group or Organisation

  • Generic Information

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  • Budgets and Forecasting

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  • Management Accounts

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  • Reserves

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  • Reports to the Board

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  • Annual Accounts

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  • Cash Management and Bank Accounts

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  • Financial Systems

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  • Fundraising

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  • Insurance and Managing Risk

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  • Acting with Integrity

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  • Staffing

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  • Additional Information and Support

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