About this Event
Join our October Lunch and Learn at
Beyond the Budget: Building Financially Sustainable Nonprofits
How can your nonprofit plan for the future when funding, costs and demands keep changing? Join Jason Carter, CPA, Founder of Health Crunch CPA, for a practical Lunch and Learn on moving beyond the annual budget to build stronger financial visibility and a more resilient revenue model. Explore cash flow planning, the true cost of programs, revenue diversification and the information boards need to make timely decisions. Through accessible examples and discussion, participants will leave with practical steps to strengthen financial sustainability while keeping their mission at the centre.
An outline of the session:
A practical, interactive presentation with short audience prompts, real-life examples, and group discussion. The session will include 45 minutes of presentation and discussion, followed by 15 minutes for questions. The examples will focus on common decisions nonprofits face, rather than technical accounting.
About the speaker:
Jason Carter is a Chartered Professional Accountant and Founder of Health Crunch CPA. His approach connects reliable financial information with practical planning, helping leaders understand cash flow, assess program sustainability and make informed decisions. Through the Health Crunch CFO System, Jason brings together reporting, forecasting, financial measures and revenue strategy to support stronger governance and lasting organizational impact.
Health Crunch CPA
Health Crunch CPA provides accounting and strategic finance support for health and wellness businesses and nonprofit organizations. Its CFO System connects accurate bookkeeping, timely reporting, forecasting, cash flow planning and strategic decision support. Based in the Cowichan Valley with an office in Victoria, the firm helps leaders gain financial clarity, plan ahead and build sustainable organizations.
Website: https://www.healthcrunchcpa.ca/
Tea and coffee provided. Bring your own lunch.Our venue is wheelchair accessible and includes gender neutral washrooms.
Event venue & nearby stays
theDock - Centre for Social Impact, 722 Cormorant Street, Victoria, Canada
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