Financial management & planning
Audit readiness support for nonprofits
Your first statutory audit is approaching — or a previous audit raised concerns — and your records, reconciliations, and documentation are not ready.
What you'll achieve
An organisation that enters the audit process with clean records, clear documentation, and confident staff.
How a Nonprofit Builder consultant helps
- Conduct a pre-audit review, identify and help resolve gaps in documentation and reconciliation, and coach your finance team through the process.
Key deliverables
- Pre-audit checklist and findings, reconciled accounts review, documentation gap report, staff coaching sessions, audit preparation timeline.
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From the resource library
Free tools and guides to get started
- 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree - 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