Resources

Tools, guides, and insights
for mission-driven leaders.

Practical resources to help you strengthen your finances and further your impact.

Guides & Templates

Downloadable tools to help you stay organized, plan ahead, and build strong financial systems.

Chart of Accounts Template
Quick View
Chart of Accounts Template
$0.00

Nonprofit Chart of Accounts Template

A scalable nonprofit chart of accounts template designed to support GAAP-compliant financial reporting, restricted fund tracking, functional expense allocation, and Form 990 preparation. This downloadable Excel template includes structured account numbering, natural expense categories, personnel accounts, program expense groupings, and operational expense tracking for nonprofits using QuickBooks Online or other accounting software.

Ideal for:

  • nonprofit organizations

  • museums

  • foundations

  • community organizations

  • grant-funded programs

  • nonprofit startup accounting systems

Includes:

  • numbered chart of accounts

  • balance sheet accounts

  • revenue and support accounts

  • personnel and payroll accounts

  • program expense structure

  • operational expense categories

  • functional expense alignment

Keywords:
nonprofit chart of accounts template, nonprofit accounting template, chart of accounts for nonprofits, nonprofit bookkeeping setup, QuickBooks nonprofit chart of accounts, nonprofit financial reporting, Form 990 accounting structure

Monthly Closing Checklist
Monthly Closing Checklist
$0.00

Nonprofit Monthly Close Checklist Template

A practical monthly close checklist template created specifically for nonprofit organizations. Designed to help accounting teams maintain clean books, improve internal controls, simplify audits, and produce accurate monthly financial statements.

This Excel-based checklist includes recurring monthly accounting tasks such as:

  • bank reconciliations

  • payroll review

  • deferred revenue tracking

  • restricted fund reconciliation

  • accounts receivable review

  • accounts payable review

  • deposit matching

  • financial statement review

  • board reporting preparation

The template includes monthly tracking columns with checkboxes to monitor close completion throughout the fiscal year.

Ideal for:

  • nonprofit finance teams

  • fractional CFOs

  • bookkeepers

  • accounting managers

  • museums

  • grant-funded organizations

Keywords:
nonprofit monthly close checklist, nonprofit accounting checklist, month end close nonprofit, nonprofit bookkeeping workflow, nonprofit financial controls, audit preparation checklist, nonprofit accounting operations

Budget Workbook Template
Budget Workbook Template
$0.00

Nonprofit Budgeting Workbook Template

A nonprofit budgeting workbook template designed to align accounting, operations, board reporting, and functional expense planning. This Excel workbook includes annual budget planning tools, personnel budgeting worksheets, restricted fund tracking, and budget-to-actual reporting structures for nonprofit organizations.

Built to support:

  • Form 990 functional expense reporting

  • grant budgeting

  • personnel allocation planning

  • program budgeting

  • board financial reporting

  • QuickBooks budget imports

  • nonprofit financial forecasting

Workbook tabs include:

  • annual budget summary

  • functional expense budget

  • personnel planning worksheet

  • restricted grants tracker

  • budget vs actual reporting import tab

Ideal for:

  • nonprofit executive directors

  • finance managers

  • accounting consultants

  • development teams

  • grant-funded organizations

Keywords:
nonprofit budget template, nonprofit budgeting workbook, nonprofit financial planning template, nonprofit budget vs actual, nonprofit operating budget, grant budgeting template, nonprofit accounting workbook, nonprofit Excel budget template

Yellowbird Journal

Helpful articles on nonprofit accounting, tips for audit support and financial workflow management, and case studies.