Description

Make nonprofit financial planning easier to manage and present

The Board Ready Nonprofit Budget and Balance Sheet Toolkit helps nonprofit leaders organize their financial information with greater clarity.

Managing nonprofit finances can feel overwhelming. This is especially true when you need to prepare reports for board members or finance committees.

This nonprofit budget toolkit brings your planning tools together in one place. It includes a digital guide, editable spreadsheets, and fillable worksheets.

Keishana Myrie Smith, CPA, created the toolkit for nonprofit leaders who want a clearer view of their finances. As a result, budgeting and board reporting can feel more manageable.

What is included

Your purchase includes a professionally designed guide and practical financial tools for nonprofit organizations.

Editable nonprofit budget workbook

The budget workbook includes:

• A Start Here page with simple instructions
• An annual budget sheet for expected income and expenses
• A monthly tracker for actual revenue and expenses
• A budget versus actual summary
• Sections for donations, grants, earned income, and investments
• Sections for payroll, events, and operating expenses
• Sample data that shows you how the workbook works

You can replace the sample data with your organization’s own numbers. In addition, the workbook helps you monitor performance throughout the year.

Editable balance sheet template

The balance sheet template helps you organize:

• Cash and savings
• Investments
• Accounts receivable
• Current and fixed assets
• Accounts payable
• Loans and other liabilities
• Net assets with donor restrictions
• Net assets without donor restrictions
• Total assets, liabilities, and net assets

Therefore, you can review your organization’s financial position in one organized document.

Guided worksheets and planning pages

The digital guide also includes resources for:

• Annual budget planning
• Monthly financial tracking
• Revenue and expense reviews
• Cash flow reviews
• Funding gap analysis
• Financial risk reviews
• Board presentation preparation
• Financial clarity checks
• Action planning and next steps

Together, these resources help you identify concerns and prepare clearer reports for leadership meetings.

Who this toolkit is for

This toolkit is useful for:

• Nonprofit founders
• Executive directors
• Board members
• Treasurers
• Finance committee members
• Operations professionals
• Leaders responsible for budgeting or financial oversight

You do not need to be an accountant to use the toolkit. Instead, it gives you a clear structure for reviewing and presenting financial information.

Digital product information

This is a digital product. No physical item will be shipped.

After checkout, you will receive access to the downloadable guide and editable spreadsheet files. You can then add your organization’s own financial information.

Because this is a digital product, all sales are final unless a file is damaged, incomplete, or inaccessible.

Important notice

This toolkit provides educational and organizational guidance only. It does not replace accounting, tax, legal, or financial advice.