Get Organized Before Form 990 Filing Season
Download a free Excel checklist to help your nonprofit review monthly bookkeeping, board reports, grant tracking, restricted funds, payroll records, contractor payments, and Form 990 preparation items.
Download the Free Checklist
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Open the Checklist Download PageWhat’s included in the checklist
This workbook is designed to help nonprofit leaders, treasurers, board members, and administrators organize the financial records that matter most.
Monthly Bookkeeping Review
Track bank reconciliations, income, expenses, board reports, supporting documents, and common bookkeeping follow-up items.
Form 990 Preparation
Review year-end records, donation activity, payroll reports, contractor payments, financial statements, and filing readiness items.
Grants & Restricted Funds
Organize grant records, restricted fund activity, program expenses, donor restrictions, and documentation for board review.
Built for nonprofit leaders who need clarity
The checklist is especially helpful when your nonprofit books are behind, board reports are unclear, grants need better tracking, or Form 990 filing season is getting closer.
Key nonprofit bookkeeping areas
- Bank and credit card reconciliations
- Donation and contribution records
- Grant income and restricted funds
- Program and administrative expenses
- Budget versus actual reports
- Payroll and contractor payments
- 1099 review items
- Board financial report readiness
- Document request tracking
- Form 990 preparation records
- Common cleanup red flags
- Next steps for professional help
Need help getting your nonprofit books organized?
Small Business Accounting Inc. helps nonprofits with bookkeeping cleanup, QuickBooks Online organization, board financial reports, grant tracking, restricted fund bookkeeping, and Form 990 support. Remote support is available nationwide.