Churches and Nonprofits!
Getting ready for an audit doesn’t have to be stressful. Our simple, step-by-step checklist shows you exactly what to gather and how to prepare so your audit goes smoothly—saving time, reducing fees, and giving your team confidence.
What you’ll get inside (PDF):
- Organizational & board documents (what to compile and why)
- Legal & compliance items your auditor will ask about
- Policy and accounting manuals to have on hand
- Internal-control walkthroughs (cash receipts, A/P, payroll, etc.)
- GL tie-outs and clean trial balance tips
- Receivables, payables, and expense accrual checkpoints
- Payroll reconciliations (including 941s)
- Inventory & fixed-asset steps (if applicable)
- Debt, covenants, and equity schedules
- Draft financial statements checklist
- Form 990 prep notes
- Audit logistics and timelines
- Subsequent events & related-party documentation
Who it’s for: Executive directors, finance teams, and boards who want a clear, nonprofit-friendly roadmap to audit success.
Ready to get started? Download the checklist below!
Questions? We’re happy to help: info@crosstribeadvisory.com · 937-234-7780
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