Resources for Governance, Accounting, and Compliance
Reference materials, templates, and companion worksheets supporting nonprofit operations, governance oversight, and compliance responsibilities.
Reference Material
The following materials are provided as general reference to support nonprofit governance, accounting, and compliance activities. They are intended to clarify common concepts, expectations, and documentation practices.
Guides and references covering chart of accounts design, financial reporting, and common accounting practices used by small and mid-sized nonprofits.
Reference materials addressing board responsibilities, internal controls, documentation standards, and governance expectations.
Book Companion Materials
Some publications reference optional companion worksheets or templates intended to support practical application. Where applicable, these materials are maintained online to allow for updates and versioning. Companion materials are clearly labeled by publication and are not required to understand the core content of the books.
The Essential Nonprofit Accounting Guide — Companion Worksheets
Optional worksheets and reference templates aligned with The Essential Nonprofit Accounting Guide. Materials are designed to support internal review, documentation, and discussion. Access companion and related material here.
The Bank Partner Playbook — Companion Worksheets
Optional worksheets and reference templates aligned with The Bank Partner Playbook. Materials are designed to support development, implementation and management of an internal TPRM program the meets bank partner’s reproting and tracking needs. Access companion and related material here.