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Nonprofit Finance Guide

A guide for nonprofit leaders who want stronger financial systems, smoother reporting, and fewer surprises.

What You’ll Get

  • A simple method for tracking donor-restricted funds

  • An Audit Checklist to avoid common fund-accounting pitfalls

  • A Grant Tracking Template (Excel + Google Sheets)

  • Software-specific tips for QuickBooks, Xero, and Sage Intact

Why It Works

Many nonprofits wrestle with compliance, grant tracking, and internal controls. This guide helps you:

  • Keep donor-restricted funds compliant

  • Meet grant reporting requirements

  • Reduce manual errors

  • Stay organized and audit-ready year-round

Who It’s For

  • Executive Directors

  • CFOs & Finance Managers

  • Bookkeepers

  • Board Treasurers

  • Program Managers

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