Short posts on the things that trip up small organizations: financial controls, grant reporting, who owns the accounts, and the Form 990. Each one comes with a free template or checklist.
Most small nonprofits have no written financial controls until something goes wrong. Here is what to put in place this month, and a checklist to start from.
Includes a free download: Internal Controls Checklist →
Grant reports get written in a last-minute scramble because nothing was set up at award time. Here is the system that fixes it, and a template to start.
Free download: Grant Reporting Template
Your website, payroll and donor data may belong to someone who left. Here is how to find out in an afternoon, and a free inventory to track it going forward.
Free download: Account & Access Inventory
Which 990 your nonprofit files, when it is due, what happens if you miss it, and how to gather everything before tax season. Includes a free prep worksheet.
Free download: Form 990 Prep Worksheet
New posts go out in the newsletter, usually a few times a year.
Browse the free tools and templates →