Are Your Financial Policies Setting You Up for Success?
Get the essential financial policies and implementation guide trusted by nonprofits across the country.
This free toolkit includes a comprehensive financial policy template and an implementation guide to help you put policies into practice. Whether you're just getting started or updating outdated documents, these resources will help you build a stronger financial foundation.
Get Your Free Guide
Nonprofit Financial Management Policy Template
This policy template covers every major area of nonprofit financial management, including board oversight, cash handling, procurement, grant compliance, budgeting, risk management and more.
It’s ideal for organizations with limited staff, smaller budgets or those just beginning to formalize their financial systems.
- Focused on key operational and compliance policies
- Easy to customize and implement
- Built for clarity and practicality
Implementation Guide: From Policy to Practice: How to Build Financial Discipline That Lasts
Having policies on paper is only the first step. This practical guide walks you through how to implement policies effectively across your organization.
It includes tips on assessing readiness, engaging your board, training staff, managing change and sustaining compliance over time.
- Actionable framework for nonprofit leaders
- Includes sample rollout phases and change management tips
- Designed to help policies become everyday practice
Key Metrics
Every Nonprofit
Should Track
Ensure accountability and resilience by monitoring compliance, efficiency, accuracy and effectiveness. These KPIs provide clarity for leadership, boost funder confidence and reveal where systems can be improved.
Critical Drivers for Stronger Financial Operations
Unlock sustainable cash flow by aligning processes, technology and people. From evaluating staff capacity to ensuring your systems can deliver accurate, audit-ready reports, these drivers reduce risk.
Proven Strategies
for Long-Term
Success
Move beyond policy adoption to financial stewardship. Through phased implementation, board engagement and change management, your organization can adapt to regulations, manage complexity and embed resilience into its culture.
Meet the James Moore Nonprofit Team
James Moore brings innovative solutions and niche-specific insights to support the full range of nonprofit organizations across Florida and nationwide.
Led by Partner Corinne LaRoche, our dedicated Nonprofit Services team combines decades of experience with a deep understanding of the unique challenges facing today's nonprofits.
From small local entities to national foundations and associations, we've helped more than 250 nonprofits navigate complex financial reporting requirements, ensure compliance with OMB Uniform Grant Guidance, and develop strategies to pursue their missions more effectively.
Our comprehensive approach includes audit and assurance services, tax preparation, CFO consulting, operational excellence, and strategic planning—all delivered by CPAs who specialize in serving those who serve others.
