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.