How-To Guides

A practical nonprofit CRM implementation plan for mid-sized teams: scope the rollout, clean the data, assign owners, protect reporting continuity, and avoid turning migration into an endless project.

A month-end close checklist for nonprofits managing restricted funds: reconcile balances, verify allocations, review grant spend, and produce leadership-ready answers without spreadsheet guesswork.

Grant management software and grant compliance software are not the same category. This guide explains where they overlap, where they break apart, and which one a nonprofit should buy first.

What nonprofit leaders need to know about 2 CFR Part 200, single audit thresholds, restricted fund tracking, and the systems that prevent the most common compliance failures.

What nonprofits should look for in restricted fund accounting software, including fund visibility, grant-level reporting, and why generic accounting stacks still leave reporting work behind.

Salesforce nonprofit pricing starts with the license, but implementation, admin, and ecosystem costs are usually the bigger budget items. This guide breaks down the real operating cost.

QuickBooks classes are a cost-center tagging feature. Nonprofit fund accounting under FASB ASC 958 requires native restriction tracking, release-of-restriction journal entries, and two-column financial statements. Classes cannot do any of that.

A practical guide to allowable cost standards for federal grants under 2 CFR Part 200 — the three cost tests, direct vs indirect costs, explicitly unallowable categories, and how to document borderline costs.

The most common single audit findings for nonprofits — from procurement violations and subrecipient monitoring failures to allowable cost disallowances — and what corrective action looks like when you receive one.

The fundamental difference between donor-restricted and board-designated funds in nonprofit accounting — who can release each type, legal risk of commingling, how to track both in financial statements, and why auditors scrutinize this distinction.

A practical overview of FASB ASC 958 and ASU 2016-14 for nonprofit financial reporting — the two net asset classes, required financial statements, functional expense presentation, and liquidity disclosures.

A step-by-step grant closeout checklist covering the SF-425 final financial report, equipment disposition, record retention timelines, subrecipient closeout, and final programmatic reporting.