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Step-by-step guides for treasurers, bookkeepers, and anyone who wants to trust their numbers. Each one uses plain words and a worked example.
Year End Giving Statements: A Simple Template and Timeline for Churches and Nonprofits
A free year end giving statement template, a simple timeline for December and January, and how to match statements to your deposits before they go out.
Read the guideBank Reconciliation App That Runs in Your Browser
Bank reconciliation app for the browser on your device. ReconMatch auto-matches your bank CSV to your books and suggests the fix. $29.99, no subscription.
Read the guideBudget for Irregular Income: Know What's Safe to Spend
Budget for irregular income with a simple safe-to-spend formula, a worked example and an app that runs in a phone or computer browser.
Read the guideHow to Do a Bank Reconciliation: 6 Steps with Example
Learn how to do a bank reconciliation in 6 steps, with a worked example that takes an $860 gap to $0.00. A free monthly checklist is included as well.
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