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
Sold separately
Only need one part, or already own a piece? Each of these 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 Worksheet$19
- Audit Prep Checklist & Document Request Tracker$19
- Gift Acceptance Policy Template$15
- Expense & Reimbursement Policy + Form$15
- Internal Controls Checklist$15
See it before you buy
A watermarked sample of the real toolkit.
Format & licensing
Files: Excel spreadsheet, Excel spreadsheet, Excel spreadsheet, Excel spreadsheet, Excel spreadsheet, Excel spreadsheet, Word document, Excel spreadsheet, Excel spreadsheet, Excel spreadsheet, Word document, Excel spreadsheet, Word document, Word document, Word document. Editable, yours to keep and reuse for your organization.
Licensing: for use by the purchasing organization. Not for resale or redistribution.
Also included in: the Library and Complete subscriptions — no extra charge if you're already subscribed.
More in Finance & Accounting
Annual Operating Budget Template
Build a board-approvable budget without a finance background.
Cash Flow Forecast (13-Week & Annual)
See the shortfall coming before payroll does.
Program-Based Budget Builder
Budget by program so you know what each one truly costs.