YEAR-END FINANCIAL CHECKLIST FOR NONPROFITS

Prepare for a Smooth Year-End Close: Download Your Free Year-End Nonprofit Financial Checklist

Closing out the fiscal year is a critical time for every nonprofit. With so many moving parts—from reconciling accounts to preparing financial statements and ensuring compliance—it’s easy to miss key steps that could impact your organization’s transparency and future success.

Our Year-End Nonprofit Financial Checklist is designed to help you stay organized, avoid costly mistakes, and close the year with confidence. This comprehensive guide walks you through every essential task, from reviewing and reconciling accounts to assessing revenue, preparing statements, and ensuring donor records are up to date.

What’s Inside

• Review and reconcile all accounts

• Assess revenue and contributions

• Prepare and review financial statements

• Conduct an internal audit

• Archive digital financial documents

• Ensure donor records are up to date

Trusted by Nonprofits

At Chazin, we specialize in nonprofit accounting and have helped hundreds of organizations strengthen their financial oversight. Our team of U.S.-based CNAP-certified accountants is here to support you every step of the way.