Jun '25 • General discussion
The Ultimate Month-End Checklist for Non-Profits
Still drowning in month-end chaos?
You’re not alone—and you don’t have to keep scrambling. 🧾
🎯 The Ultimate Month-End Checklist for Non-Profits is your step-by-step guide to:
✅ Close your books cleanly
✅ Ensure audit readiness
✅ Report accurate, timely numbers to your board
✅ Track grants and expenses with confidence
Here’s what your finance team should be doing each month 👇
1️⃣ Reconcile All Bank and Credit Card Accounts
2️⃣ Review Revenue & Donations
3️⃣ Allocate Program Expenses
4️⃣ Review Payroll & Benefits Entries
5️⃣ Prepare Financial Statements
6️⃣ Track Grants and Funds
7️⃣ Conduct Internal Review & Sign-Off
💡 Want help making this your new normal?
At Smith CPA’s & Associates, we help non-profits streamline their close process, automate reporting, and stay audit-ready—so your team can focus on your mission, not math.
Let’s review your current process and highlight quick wins.
📩 Email: shaun@smithcpasassociates.com
🌐 Website: https://lnkd.in/eyAJ3ypY
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The Ultimate Month-End Checklist for Non-Profits
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