DIY Accounting Support for Nonprofits That Prefer to Keep It In-House
Stay Hands-On, Stay on Track
Doing your own nonprofit accounting doesn’t mean doing it alone. We offer the tools, templates & support you need to keep your books accurate, your reports clean & your team confident.
Use Our Free
Nonprofit Tools
- Chart of accounts (Excel format)
- Budget worksheet
- Cash flow projection tool
- Form 990 prep checklist
- Grant tracking spreadsheet
No email required—just download and get to work.
You don’t need fancy software to get organized.
Start with the basics:
Book a Session When
You Need Backup
Need help setting up QuickBooks, reviewing your budget, or troubleshooting your reports? We offer one-on-one consulting when you need it—no subscription, no monthly commitment.
Common sessions cover:
- Chart of accounts setup or cleanup
- QuickBooks guidance for nonprofits
- Budget or 990 review
- Grant tracking setup
When DIY Makes Sense
This option is best if:
- Your books are simple & low volume
- You want control but need a second opinion
- You’re not ready to outsource just yet
If your needs grow, you can move into one of our full-service plans without starting from scratch.
FAQs
Do-It-Yourself Accounting
Do I need to know accounting to use your templates?
Nope. Our tools are designed for beginners. We include instructions and examples so you can get started right away—even if you’ve never used Excel for finances before.
Can I book a consulting session even if I’m not a client?
Yes. Our one-on-one sessions are available to anyone, whether you’re managing your own books or just need a one-time review.
What software should I be using?
Most of our clients use QuickBooks, but our templates work with Excel and Google Sheets. We can also guide you in setting up or adjusting your system.
Can I get help customizing one of your templates?
Yes—we’re happy to walk through your specific needs during a consulting session.
Client Story
"Before partnering with Financial Affairs, our nonprofit struggled with accounting systems not up to par and an overwhelming amount of work I had to manage alone. Financial Affairs transformed our financial health, enabling us to aim for government grants confidently, streamlined our end-of-month processes, and provided responsive, thorough support. Their service is not just about managing accounts; it's given us peace of mind and the ability to focus on our mission. With their help, we are now poised for growth and more efficient than ever."