Bundle
Nonprofit Treasurer Bundle: Treasurer's Workbook, Budget vs Actual and Chart of Accounts
Track funds, report against the budget and start the books with a sensible account list.
$65 one time · example and blank copies · download link by email
Who it is for
Volunteer treasurers and bookkeepers of small nonprofits.
Why it is different
- Priced below buying the products one by one.
- Everything in one download, each product in its own folder.
- None of it gives financial, tax or legal advice.
What is inside
- Nonprofit Treasurer's Workbook. Income and spending by fund, restricted fund balances, gifts needing a thank-you and a one-page board report.
- Budget vs Actual Workbook. What is over, what is under and where the year is heading.
- Chart of Accounts and QuickBooks Import Pack. An account list built for your type of organization, to compare with the accounts you have.
Get it
Nonprofit Treasurer Bundle
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Planning aids that work with the figures you enter. Not accounting, tax or legal advice. State charity registration and Form 990 requirements depend on your organization, so ask a professional. The QuickBooks import is not tested against a live account. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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