If year-end feels stressful, rushed, or confusing — this checklist is for you.

Most nonprofit administrators and church treasurers reach December without a clear plan for closing the books. Donor statements pile up. Grant funds go unverified. The 990 feels like a crisis. The board is asking questions nobody can answer.

This free 30-item checklist changes that. Work through it section by section, check each box as you go, and enter January with total financial clarity — and the confidence that every deadline has been met.

WHO THIS IS FOR

→  Nonprofit executive directors managing year-end financial close

→  Church treasurers and administrators overseeing congregational finances

→  Board finance committee members who want to ask the right questions

→  Volunteer bookkeepers who want a professional system without an accounting degree

WHY IT'S FREE

This is our gift to the organizations doing important work in their communities. Download it, use it every year, and share it with any nonprofit leader you know.

We built this checklist because we believe every nonprofit and church - regardless of budget - deserves access to professional financial guidance.