Nonprofit Recordkeeping Toolkit

Stay Organized. Stay Focused.

Managing your nonprofit’s day-to-day finances doesn’t have to be stressful. This toolkit gives you the simple, ready-to-use templates you need to keep everything clean, accurate, and running smoothly—so you can spend more time on the work that matters.

Built for Nonprofits of All Sizes

Whether you're a team of one or many, these tools help you stay on top of the details with less effort and more confidence.

What’s Inside:

Petty Cash Log – Keep track of small cash expenses, fast
Gift Card Tracker – Monitor who gets what, and when
Mileage Reimbursement Form – Make travel reporting simple and clear
Bank Reconciliation Sheet – Double-check your balances with ease
Cash Forecast Worksheet – See what’s coming, plan what’s next
Credit Card Reimbursement Form – Stay on top of purchases and paybacks
Payroll Calculator – Handle wages and withholdings in one place
And More – All the tools you need, in one bundle

Why It Helps:

Saves time – No more building from scratch
Keeps records clean – Avoid confusion with clear, consistent tracking
Supports compliance – Make audits and reporting easier to manage

Use It For:

Everyday bookkeeping
Financial reviews
Team reimbursements
Internal audits

Because doing good work starts with staying organized.

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