Free Resources to Support
Your Nonprofit’s Finances
Get Help Without the Hassle
Whether you’re managing the books yourself or looking to better understand your financials, our resource library is built to support your nonprofit. No downloads hidden behind forms. No email required. Just useful, nonprofit-focused content you can actually use.
Have some questions or need help?
Downloadable Templates & Tools
Use these ready-to-go templates to stay organized, prep for audits, and present clear financials to your board:
- Financial Reporting Policy: Details procedures for creating and distributing financial reports, such as balance sheets and income statements.
- Expense Reimbursement Policy: Defines authorized individuals for expense approvals and their specific limits to maintain transparency.
- Audit Policy: Covers the frequency, conduct, and reporting of audits, as well as handling their findings.
- Budgeting Policy: Provides a detailed guide on the budgeting process, defining roles and emphasizing transparency in financial management.
- Record Retention Policy: Ensures proper keeping and disposal of financial documents and other records within the organization.
- Chart of Accounts (Excel) – A nonprofit-friendly layout to structure your accounting system
- Cash Flow Forecast – Predict income & expenses month-to-month
- Sample PBC List for a Financial Audit
A pre-built checklist of documents commonly requested by auditors. Use it to stay organized and ready throughout the year. - Form 990 Checklist – Know what to gather before tax time
- Grant Tracker – Monitor expenses, deadlines & reports across multiple grants
- Investment Policy: Outlines the organization's approach to risk management, diversification, and long-term growth.
- Revenue Recognition Policy: Provides a structured framework for income accounting, ensuring transparency and consistency in revenue tracking.
- Reserve Policy: Helps ensure financial stability and preparedness for unexpected expenses.
- Gift Acceptance Policy: Outlines processes and principles for accepting gifts that align with the organization's mission and values.
Blog – Learn As You Go
Our blog breaks down complex topics in plain English. Explore articles on:
- Budgeting tips for small nonprofits
- How to track restricted vs. unrestricted funds
- Understanding Form 990
- When to switch from DIY to outsourced accounting
- Navigating federal grant compliance
Can’t Find What You’re Looking For?
Reach out and we’ll point you to the right tool—or set up a time to walk through it with you.
