Generous tools

We want to help you succeed. We have found these resources to be critical to efficient and effective financial operations for organizations. Use them on your own. Or let us help you pull together the resources you need to steward your vision and assets.

Legal

1. Required Organizational Information

1.1 Sample Form SS-4_EIN Application

1.2 Sample EIN letter from IRS

1.3 Sample OK Articles of Incorporation

 

Financial

2. Setting Up QuickBooks

3. Shared Communications Devices

4. Online Giving

5. Paper Checks and Cash Deposits

5.1 Weekly Deposits

6. Internet Purchases

7. Debit and Credit Card Transactions

8. Recording Written Checks

8.1 Check Register

9. Payroll

10. Recurring Expenses

10.1 Recurring Expenses Template

11. Bill Payment

 

ScoreBoard

12. Accountability Audit

 

Want to learn how to read your Balance Sheet and Profit and Loss Statements?  Watch the following 3 short videos.

This is an introduction to a three-part video series on how to read financial statements.
This is the second of a three-part video series on how to read financial statements. This video focuses on your Balance Sheet.
This is the third of a three-part video series on how to read financial statements. This video focuses on your Profit and Loss Statement.