Resource / Accounting Resources

Accounting resources,
free for nonprofits.

Templates, checklists, and tools covering bookkeeping, Form 990 readiness, grant tracking, and financial clarity — built by a dedicated team with CPA oversight for 501(c)(3) organizations.

★ 100% free No signup CPA oversight

Statement of Functional Expenses Template (Excel + PDF)

Free Excel statement of functional expenses template: allocation bases, program, management, and fundraising columns that always tie, Form 990 Part IX and Part I lines, and an audited-to-990 bridge. Sample PDF included.

Grant Financial Report Template (Excel + PDF)

Free Excel grant financial report template: budget vs actual by month, percent spent against percent of the grant period, flags on lines that run off pace, and a close-out tab that checks unspent funds against the funder’s return rule. Sample PDF included.

Nonprofit Grant Budget Template (Excel) with Indirect Costs, MTDC, and Match Built In

Free Excel grant budget template in SF-424A categories: fringe by rate, MTDC exclusions applied by formula, indirect at your rate, funder match check, and a justification tab tied to the numbers. Plus a one-page sample budget PDF.

Accounting resources, free for nonprofits.

Statement of Functional Expenses Template (Excel + PDF)

Grant Financial Report Template (Excel + PDF)

Nonprofit Grant Budget Template (Excel) with Indirect Costs, MTDC, and Match Built In

Nonprofit Indirect Cost Rate Calculator (Excel)

Nonprofit Board Financial Report Template (Excel + PDF)

Nonprofit Budget Template

Nonprofit Audit Preparation Checklist Template

Nonprofit Grant Audit Checklist Template PDF

Nonprofit Fund Tracking Register Template

Nonprofit Cash Flow Projection Template

Form 990 Filing Checklist

Donation Thank-You Letter Samples

Donor Management Toolkit

Year-End Accounting Checklist

Nonprofit Financial Health Checklist

Accounting resources,
free for nonprofits.