Nonprofit Financials Made Simple

After nearly a decade of nonprofit bookkeeping, I’ve seen a clear pattern:
Thriving organizations have someone on their team who’s willing to engage with the numbers.

Maybe that’s you—but you feel overwhelmed by financial reports or unsure where to start.

Do any of these sound familiar?

❓ “We’re under budget—so why is cash still so tight?”
❓ “The Statement of Financial Position is just for the tax preparer... right?”
❓ “Are we financially healthy? Honestly, I’m not sure.”

If you're nodding your head, you're not alone. Financials can feel intimidating—but they don’t have to be.

You Don’t Have to Be an Accountant—Just Curious and Willing to Learn

This course was made for nonprofit leaders, board members, and bookkeepers who want to understand and use their financials to make smart decisions and lead with confidence.

You’ll learn how to:

✔️ Read the three key reports that reveal your full financial picture (and why the budget-to-actuals report isn't one of them)
✔️ Understand your cash flow, reserves, and debt obligations—so you’re never caught off guard
✔️ Spot patterns, ask better questions, and identify opportunities to grow, save, or shift strategies
✔️ Avoid common budgeting misconceptions and build smarter, more aligned budgets

This course is for you if...

✔️ You’re tired of avoiding the reports or guessing your way through financial conversations
✔️ You want to feel confident in board meetings and strategic planning sessions
✔️ You’re ready to lead with clarity and make informed, impactful decisions

It’s time to stop dreading your financials—and start using them as a powerful tool for your mission.

You don’t need to be a “numbers person.”
You just need the right guide.

Let’s make nonprofit financials simple—together.

📘 See you inside the course!

Preview the first two sections—check it out below.