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Mega ToolBox: 46 Tools in 6 ToolBoxes!

Welcome to the Mega ToolBox Offer - 46 Tools in 6 ToolBoxes!

What you'll get:

Finance Masterclass ToolBox Tools:

  • All 23 tools offered in the Finance Masterclass for Nonprofit Leaders

ToolBox 2 Tools:

  1. Audited Financial Statement Cheat Sheet
  2. RFP: Auditing Services and Sample Interview Questions for the Auditor
  3. Automating Bookkeeping and Accounting: Why, Who, What, When, Where and How
  4. Finance Accounting and Bookkeeping Job Assessment Guide and Tool
  5. Sample Treasurer Position Profile Description
  6. Finance Accounting and Bookkeeping Functions
  7. Internal Controls Check List
  8. Investment Committee Terms of Reference and Policy Primer
  9. Finance and Audit Committee Work Plan Progress Tracker
  10. Questions Board Members Should Ask About Financial Trends
  11. Draft Terms of Reference - Restructuring and Resilience Committee
  12. Questions Board Members Should Ask at Meetings (regarding finance)
  13. Questions Board Members Should Ask About the Proposed Annual Budget
  14. Business Model Narrative Guide and Template 

 ToolBox 3 - 2025 Subscription:

  1. Reserve Strategy Discussion Primer
  2. A New Look at How to Write Financial Narratives: Does Talking To Your Dog Help to Explain Financial Statements
  3. Rethinking Reserves: A Risk, Insurance and Opportunity-Based Approach for Nonprofit Leaders
  4. Future Proofing Your Nonprofit: Blending Foresight and Financial Scenario Planning
  5. Annual Reporting - Good Practice Guide
  6. When Mixing Restricted Funds Goes Wrong
  7. Business Model Narrative Spotlight Example
  8. The Statement of Financial Position (Balance Sheet) is Confusing - How to Clean It Up

Job Descriptions ToolBox:

  • Finance, Accountant and Bookkeeper Sample Job  / Position Profile Descriptions
  • 2 Finance, Accounting and Bookkeeping Job Assessment Exercises and Guides
  • Nonprofit sample Treasurer Job Description 
  • Board of Director's Finance Responsibilities (governance finance)

Executive Director ToolBox:

  1. Cheat Sheet: Audited Financial Statements
  2. Automating Bookkeeping and Accounting: Why, Who, What, When, Where and How Guide
  3. Best Practices in Budgeting and Costing Guide
  4. Best Practice Budgeting and Internal Financial Reporting Guide
  5. Annual Budget Proposal Narrative Template Guide
  6. Scenario Planning and Cash Flow Management Guide
  7. Scenario Planning Excel Template
  8. Integrate Finance with Strategic Planning Guide
  9. Finance, Accounting and Bookkeeping Example Position Sample Profiles/Descriptions
  10. Finance, Accounting and Bookkeeping Job Assessment Tool
  11. Finance-Related Job Functions RASCI Exercise and Guide
  12. How to Write a Financial Narrative Guide
  13. Make Good Restructuring Decisions Guide
  14. Nonprofit Financial Ratios and KPIs Guide
  15. Operating Reserve Policy Template
  16. Reserve Strategy Excel Template
  17. Nonprofit Business Model 101 Guide
  18. Competencies Required to Transform the Business Model
  19. How to Write a Business Model Narrative Guide and Template
  20. Restructuring and Resilience Committee Terms of Reference Sample Template

Governance Finance ToolBox:

  • RFP for Auditing Services and Sample Interview Questions
  • Sample Terms of Reference for Audit, Finance and Investment Committee
  •  Sample investment and sample operating reserve policies
  • Audited Financial Statements Cheat Sheet
  • Question Lists for Board Members to Ask regarding financial statements, the annual budget, financial trends
  • Reserve strategy worksheets 
  • Reports the Treasurer Should Deliver and Review
  • Best Practices in Internal Financial Statement Reporting
  • Integrating Strategy with Finance and more!

Note - that some tools are in multiple toolboxes.

Important - Please Read

The contents of this program are subject to Terms of Use including:

  • the toolboxes are for your use only
  • the program is non-refundable
  • the program and contents non-transferable to others

In no event shall Goodcasting, its affiliates, clients, agents, officers, licensors, distributors and/or any authorized third party, be held liable for any special, indirect, incidental or consequential damages, including losses, costs or expenses of any kind resulting from possession, access, use of this program. For additional terms of use, please see the information in the weblink.

The terms of use agreement including the copyright requirement can be found in the footer of the Goodcasting Academy website.