Resources for Nonprofit Leaders
Financial clarity starts with the right resources.
Tools to Make Nonprofit Finance Less Intimidating
We believe nonprofit leaders shouldn’t need a finance degree to understand their own numbers. That’s why we’ve created a library of practical, easy-to-use tools that break down the most common financial challenges nonprofits face. Use these resources to simplify reporting, streamline planning, and build stronger systems across your organization. And if you’re ready to go deeper, our team is here to help.
E-Books
10 Things I Wish I Knew Before Hiring a Non-Profit Accountant
The Tech Stack Your Nonprofit Needs to Modernize Its Accounting
A Crash Course in Reading Nonprofit Financial Statements
The Charity CFO Financial Blueprint
Free Templates
Nonprofit Chart of Accounts Template
Budget Template
Operating Reserve Policy Template
Webinars
Building Reserves & Convincing Your Board to Use Them
See More Free Resources
Our Podcast
Our Youtube
Our Blog
Frequently Asked Questions
How do I know which tools are right for my organization?
It depends on where you are in your financial journey. Early-stage nonprofits might start with our budgeting templates, while growing organizations benefit from dashboards and forecasting tools. If you’re not sure, we’re happy to help!
I don’t have a finance background—are these still useful?
Definitely. We’ve designed each resource to be simple, visual, and jargon-free. And if you need help understanding what your numbers are really telling you, our fractional CFO services can give you ongoing support.
Do you offer training or consulting for nonprofit finance?
We don’t offer standalone consulting or training-for-hire—but we do share a ton of free insights through A Modern Nonprofit Podcast and our regular webinars.
Our CFOs and senior team members focus their time on serving clients in ongoing partnerships. It’s how we ensure deep, high-quality support for the organizations we work with. If you’re looking for strategic, long-term financial guidance, we’d love to talk about how we can help.
Let’s make your mission easier to manage.
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