{"id":21671,"date":"2025-05-05T11:00:00","date_gmt":"2025-05-05T10:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=21671"},"modified":"2025-05-27T12:08:21","modified_gmt":"2025-05-27T11:08:21","slug":"key-metrics-financial-health-non-profit","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/key-metrics-financial-health-non-profit\/","title":{"rendered":"12 key metrics to monitor the financial health of your non-profit"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-gb\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t12 key metrics to monitor the financial health of your non-profit\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"col col-8 col-lg-4 entry-header__image\">\n\t\t\t<figure class=\"entry-header__thumbnail js-hero-section\">\n\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1423343304-1215x810.jpg\" class=\"entry-header__thumbnail-image\" alt=\"Managing key metrics for non-profit organisations\" fetchpriority=\"high\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1423343304-1215x810.jpg 1215w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1423343304-768x512.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1423343304.jpg 1440w\" sizes=\"(max-width: 1215px) 100vw, 1215px\" \/>\t\t\t<\/figure>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2025-05-05T11:00:00+01:00\">5 May, 2025<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"12 key metrics to monitor the financial health of your non-profit\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-gb\/blog\/key-metrics-financial-health-non-profit\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__icon social-share-button__icon--share\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"svg-icon\" focusable=\"false\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewbox=\"0 0 1024 1024\"><path d=\"M768 106.5q-62 0-105.5 44t-43.5 105q0 10 2.5 18.5a268 268 0 0 1 4.5 17.5l-256 128q-21-26-50-41.5t-64-15.5q-62 0-105.5 44t-43.5 105q0 62 43.5 106t105.5 44q35 0 64-16t50-41l256 128q-2 9-4.5 17.5t-2.5 17.5q0 62 43.5 106t105.5 44 105.5-44 43.5-106q0-61-43.5-105t-105.5-44q-35 0-64 15.5t-50 41.5l-256-128q2-9 4.5-17.5t2.5-18.5q0-9-2.5-17.5a268 268 0 0 1-4.5-17.5l256-128q21 25 50 41t64 16q62 0 105.5-44t43.5-106q0-61-43.5-105t-105.5-44m0 64q36 0 60.5 25t24.5 60q0 36-24.5 61t-60.5 25-60.5-25-24.5-61q0-35 24.5-60t60.5-25m-512 256q36 0 60.5 25t24.5 60q0 36-24.5 61t-60.5 25-60.5-25-24.5-61q0-35 24.5-60t60.5-25m512 256q36 0 60.5 25t24.5 60q0 36-24.5 61t-60.5 25-60.5-25-24.5-61q0-35 24.5-60t60.5-25\" \/><\/svg>\t\t\t<\/span>\n\t\t\t<span class=\"social-share-button__icon social-share-button__icon--copy\" hidden>\n\t\t\t\t<svg aria-hidden=\"true\" class=\"svg-icon\" focusable=\"false\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewbox=\"0 0 1024 1024\"><path d=\"M698 85.5q-45 0-88.5 17.5T531 154.5l-430 431q-3 2-4.5 4.5t-3.5 5.5q-1 3-1.5 6t-.5 6q0 4 .5 7t1.5 6 3 5.5a54 54 0 0 0 4 4.5q3 3 5.5 4.5t5.5 2.5q3 2 6 2.5t6 .5 6.5-1 6.5-2 5.5-3a54 54 0 0 0 4.5-4l430-431q51-50 122-50t121 50q51 51 51 122t-51 121l-406 406q-26 27-62.5 27t-63.5-27q-26-26-26-62.5t26-62.5l328-328q3-2 4.5-4.5t3.5-5.5q1-3 1.5-6t.5-6q0-4-.5-7t-1.5-6-3-5.5a54 54 0 0 0-4-4.5q-3-3-5.5-4.5t-5.5-2.5q-3-2-6-2.5t-6-.5-6.5 1-6.5 2-5.5 3a54 54 0 0 0-4.5 4l-328 328q-44 44-44 107.5t44 108.5q45 44 108.5 44t107.5-44l406-407q35-34 52-77 17-44 17-89t-17-89q-17-43-52-78-34-34-77.5-51.5T698 85.5\" \/><\/svg>\t\t\t<\/span>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-gb\/blog\/author\/staceymcintosh\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2018\/11\/Stacey-McIntosh-350-1.jpg\" class=\"entry-author__image\" alt=\"\" \/>\t\t\t\t<span class=\"entry-author__name\">Stacey McIntosh<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Non-profit finance leaders are responsible for ensuring good stewardship of donor dollars, so the greatest possible percentage of resources can go toward achieving your mission and not operational expenses. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Non-profit leaders want to make the biggest impact possible, and donors also demand full transparency and accountability before committing their money to a cause.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right now, it\u2019s never been more important to find ways to continuously monitor the financial health of your nonprofit organisation. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, we reveal 12 key metrics for you to follow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what we cover:<\/p>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-how-donors-use-financial-performance-metrics-to-assess-stewardship\" data-level=\"2\">How donors use financial performance metrics to assess stewardship<\/a><\/li><li><a href=\"#h-12-key-metrics-to-monitor-the-financial-health-of-your-non-profit\" data-level=\"2\">12 key metrics to monitor the financial health of your non-profit<\/a><ul><li><a href=\"#h-1-revenue-composition\" data-level=\"4\">1. Revenue composition<\/a><\/li><li><a href=\"#h-2-revenue-reliability\" data-level=\"4\">2. Revenue reliability<\/a><\/li><li><a href=\"#h-3-cash-flow-from-operations\" data-level=\"4\">3. Cash flow from operations<\/a><\/li><li><a href=\"#h-4-liquidity\" data-level=\"4\">4. Liquidity<\/a><\/li><li><a href=\"#h-5-working-capital-ratio-reserve-ratio\" data-level=\"4\">5. Working capital ratio\/reserve ratio<\/a><\/li><li><a href=\"#h-6-percentage-spent-on-programmes\" data-level=\"4\">6. Percentage spent on programmes<\/a><\/li><li><a href=\"#h-7-programme-expense-growth\" data-level=\"4\">7. Programme expense growth<\/a><\/li><li><a href=\"#h-8-administrative-expense-percentage\" data-level=\"4\">8. Administrative expense percentage<\/a><\/li><li><a href=\"#h-9-fundraising-expense-percentage\" data-level=\"4\">9. Fundraising expense percentage<\/a><\/li><li><a href=\"#h-10-percentage-spent-on-fundraising\" data-level=\"4\">10. Percentage spent on fundraising<\/a><\/li><li><a href=\"#h-11-liabilities-as-a-percent-of-total-assets\" data-level=\"4\">11. Liabilities as a percent of total assets<\/a><\/li><li><a href=\"#h-12-liability-composition\" data-level=\"4\">12. Liability composition<\/a><\/li><\/ul><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-donors-use-financial-performance-metrics-to-assess-stewardship\"><strong>How donors use financial performance metrics to assess stewardship<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Donors and funders want to contribute to non-profit organisations that can deliver on their missions. They don\u2019t want their donations to be wasted or used in ways that generate less than the maximum desired impact. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, funders demand higher levels of financial transparency and accountability than ever before. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Non-profit finance leaders must be prepared to monitor the financial health of their non-profit organisations and demonstrate sustainability and stewardship to funders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many donors and funders use online analysis tools to assess the soundness of non-profit organisations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not only are these organisations experts on non-profit financial health, but each offers free financial reports and\/or charity ratings to help donors explore non-profits before deciding to give.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-12-key-metrics-to-monitor-the-financial-health-of-your-non-profit\"><strong>12 key metrics to monitor the financial health of your non-profit<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To monitor non-profit financial health, stakeholders will want to understand an organisation\u2019s funding model\/revenue, cash flow\/sustainability, expenses\/efficiency, and debt management. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-gb\/sage-business-cloud\/intacct\/industries\/non-profit\/\">Accounting software for non-profits<\/a> can play a crucial role in streamlining these aspects for enhanced transparency and informed decision-making. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your organisation\u2019s executives and board should be kept aware of these key financial metrics routinely. Your chief finance leader should probably review daily, preferably in an easy-to-visualise format like a dashboard that can be shared quickly if trends demand action.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are 12 key metrics than can help organisations keep a watchful eye on financial health trends<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Funding model and revenue<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-revenue-composition\"><strong>1. Revenue composition<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">What sources of revenue has your organisation secured? How much is unrestricted and available for use?<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-revenue-reliability\"><strong>2. Revenue reliability<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Can you count on revenue recurring? Does your organisation have a good track record of bringing in a certain amount of revenue? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This can be studied through historical trends.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Cash flow and sustainability<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These metrics help you assess how well you can pay the bills for your programme and how long your organisation could sustain services if revenue suddenly declined. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most non-profit organisations should strive for liquidity or reserve ratio of three to six months.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-cash-flow-from-operations\"><strong>3. Cash flow from operations<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">From the statement of cash flows, a positive cash flow from operations shows an organisation can cover their costs of unrestricted operations and programming.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-liquidity\">4. Liquidity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Cash on hand divided by average monthly expenses.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-working-capital-ratio-reserve-ratio\"><strong>5. Working capital ratio\/reserve ratio<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Expendable net assets (unrestricted and temporarily restricted net assets less net investment in property and equipment and less any nonexpendable components) divided by daily total expenses.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Expenses and efficiency<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Donors and funders prefer to give to charities that can keep administrative and fundraising expenses low, thereby allocating most donations toward programme expenses.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-6-percentage-spent-on-programmes\">6. Percentage spent on programmes<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Programme service expenses divided by total expenses.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-7-programme-expense-growth\"><strong>7. Programme expense growth<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Compares programme expenses over time. Organisations that consistently grow programme expenses (and the revenue to support them) reassure donors of a greater impact on their missions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-8-administrative-expense-percentage\"><strong>8. Administrative expense percentage<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Administrative expenses divided by total expenses.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-9-fundraising-expense-percentage\"><strong>9. Fundraising expense percentage<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Fundraising expenses divided by total expenses.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-10-percentage-spent-on-fundraising\"><strong>10. Percentage spent on fundraising<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Total fundraising expenses divided by contributions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Debt management<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-11-liabilities-as-a-percent-of-total-assets\"><strong>11. Liabilities as a percent of total assets<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Organisations with 50% or more on this score may have trouble managing debt.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-12-liability-composition\"><strong>12. Liability composition<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">What types of debt has your organisation incurred and how is that debt structured?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a non-profit\u2019s needs are high and resources are limited, donors pay extremely close attention to stewardship in order to make difficult funding decisions. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, greater pressure on service delivery combined with possibly flat or declining contributions mean that non-profit finance leaders have to track financial indicators closely for their organisations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key metrics, presented visually and powered with real-time data, can help key stakeholders monitor the financial health of their non-profit organisations and present proven measures of stewardship to donors.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Join more than 500,000 UK readers and get the best business admin strategies and tactics, as well as actionable advice to help your company thrive, in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-b1a63862-3fa0-4a5e-bb67-c76b88bbc6b8\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-gb\/blog\/tag\/business-finances\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBusiness finances\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-gb\/blog\/tag\/midsized-business\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tMidsized business\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-32603 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accountant-accounting tag-accountant-automation tag-accountant-payroll tag-accountant-tax tag-alternative-finance tag-auto-enrolment tag-bookkeeping tag-business-costs tag-business-finances tag-business-support tag-cafe tag-cash-flow tag-finance tag-hr-processes-medium-businesses tag-hr-payroll-benefits tag-payments tag-payroll tag-retail tag-vat business_type-small-business business_type-medium-sized-business business_type-accountants industry-food-beverage industry-travel-hospitality card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/AdobeStock_420550058-1440x810.jpg\" class=\"card-post__image\" alt=\"UK Autumn Budget 2027\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/AdobeStock_420550058-684x384.jpg 684w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/AdobeStock_420550058-768x432.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/10\/AdobeStock_420550058-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-10-29T10:28:40+00:00\">29 October, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">15 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-gb\/blog\/uk-autumn-budget-2027\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tAutumn Budget 2026: What it means for your business\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tHere are the announcements that affect sole traders, small, and medium-sized businesses\u2014plus what it all means in practice, and the next steps to take.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-32306 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations category-technology-innovation tag-business-finances tag-business-performance tag-business-support tag-cloud tag-data-analytics tag-midsized-business tag-performance-management tag-productivity tag-reporting business_type-small-business business_type-medium-sized-business industry-financial-services industry-professional-services\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-gb\/blog\/is-your-finance-system-holding-back-business-growth\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-5-header-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-5-header-684x384.jpg 684w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-5-header-768x432.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-5-header-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-29T12:32:05+01:00\">29 September, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">1 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tIs your finance system holding back business growth?\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-32304 post type-post status-publish format-standard has-post-thumbnail hentry category-people-leadership category-strategy-legal-operations tag-business-costs tag-business-finances tag-business-performance tag-business-support tag-data-analytics tag-digital-transformation tag-midsized-business tag-reporting tag-workplace-technology business_type-medium-sized-business industry-financial-services industry-professional-services\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-gb\/blog\/from-scorekeeper-to-strategist-how-the-cfo-role-is-evolving\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-4-header-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-4-header-684x384.jpg 684w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-4-header-768x432.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-4-header-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-29T12:19:55+01:00\">29 September, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">5 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tFrom scorekeeper to strategist: How the CFO role is evolving\u00a0\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-32302 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations category-technology-innovation category-trends-insights tag-business-performance tag-business-support tag-digital-transformation tag-international-trading tag-midsized-business tag-performance-management tag-productivity tag-reporting tag-workplace-technology business_type-medium-sized-business industry-financial-services industry-professional-services\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-gb\/blog\/group-financial-reporting-moving-beyond-the-basic-p-and-l\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-1-header-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-1-header-684x384.jpg 684w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-1-header-768x432.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-1-header-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-29T12:10:28+01:00\">29 September, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">6 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tGroup financial reporting: Moving beyond the basic P&amp;L\u00a0\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-32298 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations category-technology-innovation tag-business-finances tag-business-performance tag-business-support tag-cloud tag-data-analytics tag-digital-transformation tag-finance tag-midsized-business tag-performance-management tag-reporting tag-workplace-technology business_type-medium-sized-business industry-financial-services industry-professional-services\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-gb\/blog\/group-consolidation-why-it-takes-so-long-and-how-to-fix-it\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-2-header-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-2-header-684x384.jpg 684w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-2-header-768x432.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2026\/09\/intacct-2-header-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-29T12:00:40+01:00\">29 September, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">6 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tGroup consolidation: Why it takes so long and how to fix it\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn about the key metrics that will help you monitor the financial health of your non-profit organisation and how using dashboards can help.<\/p>\n","protected":false},"author":346,"featured_media":16350,"menu_order":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":"","_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","_sage_video":false,"_yoast_wpseo_focuskeywords":"","_yoast_wpseo_keywordsynonyms":"","_yoast_wpseo_primary_category":"6","sage_membership_post_content_type":"article","sage_membership_post_featured_video_id":"","sage_membership_post_video_type":"trailer","sage_membership_post_featured_video_duration":"","post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[6],"tags":[135,159],"business_type":[3],"lilypad":[],"context":[],"industry":[],"persona":[68,71],"imagine_tag":[96,99,336],"coauthors":[353],"class_list":["post-21671","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-matters","tag-business-finances","tag-midsized-business","business_type-medium-sized-business"],"sage_meta":{"region":"en-gb","author_name":"Stacey McIntosh","featured_image":"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1423343304.jpg","imagine_tags":{"96":"Medium businesses","99":"Non-profit","336":"Nonprofits"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice UK","distributor_original_site_url":"https:\/\/www.sage.com\/en-gb\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/21671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/users\/346"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/comments?post=21671"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/21671\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media\/16350"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media?parent=21671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/categories?post=21671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/tags?post=21671"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/business_type?post=21671"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/lilypad?post=21671"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/context?post=21671"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/industry?post=21671"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/persona?post=21671"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/imagine_tag?post=21671"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/coauthors?post=21671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}