Full toolkit
Nonprofit Finance & Accounting Toolkit
The core finance system every nonprofit needs but few start with — budget to audit.
What's inside
- ✓Annual operating budget template
- ✓Cash flow forecast (13-week & annual)
- ✓Program-based budget builder
- ✓Chart of accounts for nonprofits
- ✓Restricted vs. unrestricted funds tracker
- ✓Operating reserve policy & calculator
- ✓Cost allocation / indirect rate worksheet
- ✓Statement of activities & financial position template
- ✓Monthly financial close checklist
- ✓Form 990 prep worksheet
- ✓Audit prep checklist & document request tracker
- ✓Gift acceptance policy template
- ✓Expense & reimbursement policy + form
- ✓Internal controls checklist
Only need one piece?
Each part of this toolkit is available on its own.
- Annual Operating Budget Template$25
- Cash Flow Forecast (13-Week & Annual)$25
- Program-Based Budget Builder$25
- Chart of Accounts for Nonprofits$19
- Restricted vs. Unrestricted Funds Tracker$19
- Operating Reserve Policy & Calculator$19
- Cost Allocation / Indirect Rate Worksheet$19
- Statement of Activities & Financial Position Template$25
- Monthly Financial Close Checklist$15
- Form 990 Prep WorksheetOwned
- Audit Prep Checklist & Document Request Tracker$19
- Gift Acceptance Policy Template$15
- Expense & Reimbursement Policy + Form$15
- Internal Controls ChecklistOwned
See it before you buy
A watermarked sample page from the real file, so you know what you're getting.