Financial management & planning
Accounting software selection and implementation for nonprofits
You are managing organisational finances in spreadsheets — and your funders are asking for project-level reporting you simply cannot produce.
What you'll achieve
A properly configured accounting system that supports project tracking, donor reporting, and organisational financial oversight.
How a Nonprofit Builder consultant helps
- Assess your requirements, shortlist suitable platforms, support selection, and oversee implementation and staff training.
Key deliverables
- Requirements brief, software comparison and recommendation, implementation plan, configured system, staff training session, handover documentation.
Related projects
More from Financial management & planning
Audit readiness support
“Your first statutory audit is approaching — or a previous audit raised concerns — and your records, reconciliations, and documentation are not ready.”See project
Budget framework development
“Every project manager budgets differently — consolidation is a nightmare and leadership has no real oversight of where money is going.”See project
Build a reserves policy and financial health metrics
“You have no financial reserves, so any unexpected event could become an existential crisis.”See project
Often paired with
CRM selection & implementation
“Donor and stakeholder data is scattered across spreadsheets, inboxes, and individual staff members' heads — relationships fall through the cracks and nobody has a complete picture.”See project
Technology infrastructure assessment
“You are paying for multiple overlapping tools with no central strategy — nobody knows what you have, what it costs, or whether any of it is fit for purpose.”See project
From the resource library
Free tools and guides to get started
- 8.1C104
Fundraising for Social Change
A 496-page how-to handbook for small and mid-sized nonprofits that want to build a broad base of individual donors, written with racial, economic and climate justice groups in mind. It covers fundraising infrastructure, hiring a development director, working with consultants and coaches, budgeting and planning, and handling financial trouble. Spotlight sections carry reflections from working fundraisers. Teachers get a free instructor's manual and online extras.
Start hereClassicKey manual or guideBook - 8.2C106
Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey manual or guideFree