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Nonprofit Treasurer Bundle: Treasurer's Workbook, Budget vs Actual and Chart of Accounts

Track funds, report against the budget and start the books with a sensible account list.

$65 $87 You save $22 one time · 14-day full refund · one download · download link by email

Buy now, $65

Who it is for

Volunteer treasurers and bookkeepers of small nonprofits.

Why it is different

  • Priced below buying the products one by one.
  • Everything in one download, each product in its own folder.
  • None of it gives financial, tax or legal advice.

What is inside

  • Nonprofit Treasurer's Workbook. Income and spending by fund, restricted fund balances, gifts needing a thank-you and a one-page board report.
  • Budget vs Actual Workbook. What is over, what is under and where the year is heading.
  • Chart of Accounts and QuickBooks Import Pack. An account list built for your type of organization, to compare with the accounts you have.

Get it

Nonprofit Treasurer Bundle

Choose what to get

One-time prices. You pay only for the option you choose.

License

Team and organization licenses let you share the files within your organization. No resale or public posting. The multiple applies to the main product; an add-on or Updates Pass chosen with it keeps its own price. How licenses work.

Gift

14-day full refund. If it is not right for you, email us within 14 days and we refund you in full. Terms

Secure checkout by Stripe · instant download right after payment, link also by email · files: Excel (.xlsx), Excel library and CSV files · one-time price, no subscription · plus sales tax where applicable · made by MCC Solutions in Cranford, NJ

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Planning aids that work with the figures you enter. Not accounting, tax or legal advice. State charity registration and Form 990 requirements depend on your organization, so ask a professional. The QuickBooks import is not tested against a live account. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Questions

Common questions

Do I get every product in one download?

Yes. One zip holds all three products, each in its own folder: Nonprofit Treasurer's Workbook, Budget vs Actual Workbook, and Chart of Accounts & QuickBooks Import Pack. The download link arrives by email after payment.

What if I already own one of them?

The bundle price stays the same, and there is no credit for an earlier purchase. If the bundle and one of its products are both in your cart, the cart removes that product so you do not pay for it twice.

Will the files open on a Mac, Google Sheets or my phone?

The workbooks are built for Excel and tested in LibreOffice; they should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.

Is this legal or tax advice?

No, it is not accounting, tax or legal advice. State charity registration and Form 990 requirements depend on your organization, so ask a professional.

Rather have someone do the books?

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