This toolkit brings together Raj Thakkar’s complete fiscal practices assessment: a guided worksheet that walks you through all 10 CUREs, helps you identify your highest-leverage gaps, and — maybe for the first time — gives you credit for what you’re already getting right.
From the Helia Library — based on the article The Financial Map You’ve Been Missing, from our Coffee Chat with Raj Thakkar.
What’s Inside
One resource, built to be used as both a diagnostic and a starting point. Do it solo, use it with your team, or bring it to your board — the assessment is most useful when you compare perspectives.
01 — Raj’s Fiscal Practices Assessment
A step-by-step exercise for tracking everything you do, rating it 1-10, and taking your below-7 list to AI to figure out what it can help with. Use this first — before you chase any tools — to identify exactly where AI should fit into your work.
If you want help with fiscal health
Raj Thakkar is the founder and CEO of FORE sight Financial Services for Good, which works with nonprofits, social ventures, and mission-driven organizations — meeting you where you are, whether that means serving as your full finance department or building and training your existing team.
They’re a good fit if:
- Finance and operations are combined in one role and you’re not sure how to restructure
- You’ve had a financial surprise — fraud, a deficit, an audit finding — and need a real diagnostic
- You’re scaling and aren’t confident your current infrastructure will hold
- Your board and management team have meaningfully different reads on your financial health
