Offering
Closing your books for the year with our volunteer CPA
A member charity
Example offer
Example offer
Finance
- Format
- Video call
- Time
- 2 hours
- Credits
- 2 credits
Expertise area
Finance, accounting and audit preparation
Keeping the books straight: bookkeeping, budgets, financial controls, and getting ready for a review or audit.
The kind of help on offer
Offering
A one-hour walk-through of your board financial report
An experienced nonprofit
Example offer
Example offer
Finance
- Format
- Document review
- Time
- Fixed scope
- Credits
- 2 credits
The kind of help people ask for
Looking for
Help setting up bookkeeping in QuickBooks
A small charity
Example request
Example request
Finance
- Format
- Video call
- Time
- 3 hours
- Credits
- 3 credits
Looking for
Someone to explain restricted funds to our board
A new nonprofit
Example request
Example request
Finance
- Format
- Video call
- Time
- 1 hour
- Credits
- 1 credit
Examples for illustration. Real offers, requests and top contributors appear here when the Exchange opens.
Read first: finance guides
Audits, reviews and compilations
The difference between an audit, a review and a compilation, when a state or federal funder requires one, and how to get ready without panic.
Financial controls for small teams
Simple habits that protect your charity's money, even with two volunteers: split duties, two approvals, monthly bank checks, and a clear report to the board.
Restricted and unrestricted gifts
What a donor restriction is, how to track restricted money in simple books, how and when a restriction is released, and why getting it right builds trust.