Nonprofit Financial Statements Kit

Everything a small nonprofit needs to produce clear, board-ready financial statements in a spreadsheet: all four statements linked with formulas, a board report, a budget-vs-actual dashboard, the grant budget with narrative, and plain-English instructions for every tab.

$39 regular price ~~$49~~ one-time purchase

Works in Excel and Google Sheets. No spam; unsubscribe anytime.

What is included

All four linked statements: financial position, activities, functional expenses and cash flows, with tie-out checks that flag anything that does not match.
Board report: a one-page summary with key ratios (program expense ratio, cost to raise a dollar, months of cash, operating reserve) and space for your notes to the board.
Budget-vs-actual dashboard: your operating budget compared with actual results, by month and year to date.
Grant budget with budget narrative and a budget-vs-actual tracker for each grant.
Plain-English instructions on every tab, plus a complete filled-in example.
Excel file and Google Sheets copy.

Screenshots of every tab

Statement of financial position tab with current and prior year columns — **Statement of financial position**Two year-ends side by side, with a balance check.

Statement of activities tab with without and with donor restriction columns — **Statement of activities**Revenue, releases and expenses by net asset class.

Statement of functional expenses tab splitting expenses into program, management and general, and fundraising — **Statement of functional expenses**Expenses by nature and function.

Statement of cash flows tab using the indirect method — **Statement of cash flows**Calculated from the other statements.

Board report tab with key ratios and revenue mix — **Board report**Headline numbers and ratios with plain-English explanations.

Financial position board report with two-year comparison — **Financial position summary**Year-over-year changes, liquidity and reserves.

Grant budget tab with federal-style cost categories — **Grant budget**Federal-style categories, match and indirect costs.

Budget narrative tab with sample justification text — **Budget narrative**Amounts update from the budget automatically.

Budget vs actual tab with percent spent and pace for each category — **Budget vs actual**Percent spent and pace against time elapsed.

Three-year grant budget with salary escalation — **Multi-year budget**Years 2 and 3 with salary escalation.

Who it is for

Executive directors of small nonprofits who prepare their own financial reports
Board treasurers who want a clear, consistent monthly or quarterly package
Bookkeepers who serve nonprofit clients
Grant writers and program staff who track grant spending

It is probably not for you if your accounting software already produces nonprofit-format statements and board reports you are happy with.

Free templates vs. the kit

What you get free and what the kit adds
Feature	Free templates	Premium Kit
Statement of financial position	Yes	Yes
Four statements linked, with tie-out checks	Yes	Yes
Board report with ratios	Extended version (free with email)	Yes
Operating budget-vs-actual dashboard	No	Yes
Grant budget, narrative and tracker	Separate workbook	Same workbook
Instructions	Basic	Detailed, on every tab

Frequently asked questions

What format is the kit?

An Excel workbook (.xlsx) that also works in Google Sheets, Apple Numbers and LibreOffice. You also get a Google Sheets "make a copy" link.

Does it work with QuickBooks, Aplos or Xero?

Yes, as a reporting layer. Run a trial balance or balance sheet and profit and loss report from your accounting system and copy the balances into the yellow input cells. The kit does not connect to your software directly.

Does the kit replace an accountant or an audit?

No. The kit helps you prepare clear statements and board reports. It does not replace a CPA's review or audit, and it is not accounting or tax advice.

How do I get the files after I buy?

The download link appears right after checkout and is also emailed to you.

What is the founding price?

Early buyers pay a lower founding price while we gather feedback. After the pre-sale, the price goes up to the regular price.

$39 regular price ~~$49~~ one-time purchase

Works in Excel and Google Sheets. No spam; unsubscribe anytime.