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

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.

Nonprofit Indirect Cost Rate Calculator (Excel)

Free Excel calculator that computes your nonprofit’s indirect cost rate on the MTDC base, compares it with the 15% de minimis rate under 2 CFR 200.414(f), and shows the dollar gap on one grant. Worked-example PDF included.

Nonprofit Board Financial Report Template (Excel + PDF)

Free one-page board financial report template — Excel workbook that calculates months of reserve, budget variance, restricted balances, and overdue items from one input tab, plus a filled-in sample PDF.

Nonprofit Budget Template

Free nonprofit budget template for 2026 — 5-tab Excel workbook (revenue, expenses, cash flow, variance, ratios) plus a zero-based PDF worksheet.

Nonprofit Audit Preparation Checklist Template

Download our free 90-day Nonprofit Audit Preparation Checklist. Interactive PDF with 43 fillable checkboxes across 5 document

Nonprofit Grant Audit Checklist Template PDF

Audit-ready Excel register for restricted gifts — track donor intent, deadlines, and spending compliance with automatic warnings.

Nonprofit Fund Tracking Register Template

Audit-ready Excel register for restricted gifts — track donor intent, deadlines, and spending compliance with automatic warnings.

Nonprofit Cash Flow Projection Template

A CPA-built checklist that walks your nonprofit through every document, schedule, and number needed to file Form 990 accurately and on time.

Form 990 Filing Checklist

A CPA-built checklist that walks your nonprofit through every document, schedule, and number needed to file Form 990 accurately and on time.

Nonprofit Budget Template: 2026

A CPA-built Excel template to plan your 2026 nonprofit budget — covering revenue, program costs, payroll, and reserves in one clean workbook.

Nonprofit Audit Preparation: Checklist 2026

A step-by-step checklist covering key areas nonprofits need to prepare for a successful annual audit.

Donation Thank-You Letter Samples

Six free thank-you letter samples with IRS-compliant wording — first gift, monthly, in-kind, event, major gift, and memorial.

Donor Management Toolkit

A practical toolkit to track and engage donors and strengthen long-term fundraising relationships.

Year-End Accounting Checklist

A year-end checklist to help nonprofits close their books and prepare for the new fiscal year.

Nonprofit Financial Health Checklist

A practical checklist to assess your nonprofit's financial health and identify areas for improvement.

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