Harbor View ConsultingExpert Resources

    Non-Profit
    Accounting & Finance SOPs

    Access our library of baseline Standard Operating Procedures, developed by our expert team through years of successful engagements with non-profit organizations.

    We're providing these proven frameworks for free to help you establish a strong foundation for your financial operations.

    Your Complete SOP Library

    This library contains 22 distinct accounting procedures, plus a timeline and a risk and control matrix. Each procedure includes workflow steps, responsible parties and controls to review for your organization.

    Standardized Processes

    Ensure consistency and quality across all accounting operations with documented procedures.

    Team Alignment

    Clear role definitions and responsibilities keep your team coordinated and accountable.

    Operational Efficiency

    Reduce training time and minimize errors with step-by-step guidance for every task.

    What's Included

    •Detailed Procedures: Step-by-step instructions for each process
    •Risk & Controls: Documented risks and mitigation strategies
    •Role Assignments: Clear responsible party designations
    •Searchable Library: Quick access to any procedure by keyword

    Find an SOP

    Popular:
    Accounts Payable

    Accounting Inbox & Requests Management

    Standard procedure for managing the centralized accounting inbox, responding to audit inquiries, and routing documentation.

    #Inbox#Communication#Triage
    Accounts Payable

    Weekly Accounts Payable (AP) Processing

    Weekly procedures for receiving, coding, reviewing, and paying vendor invoices using an AP automation system.

    #Weekly#AP#Invoices#Vendor Payments
    Financial Reporting

    Weekly Cash Flow Preparation

    Weekly process for preparing, updating, and reviewing the organization's short-term cash flow forecast.

    #Cash Flow#Treasury#Forecasting#Liquidity
    Financial Reporting

    Weekly Revenue Recognition

    Procedures for recording and recognizing revenue on a weekly basis, including cash receipts, pledges, and grant reimbursements.

    #Revenue#Donations#Pledges#Grants
    Payroll

    Bi-Weekly Payroll Processing

    Procedures for processing bi-weekly payroll, reviewing time submissions, applying grant allocations, and ensuring compliance.

    #Payroll#Grants#Allocations#Compliance
    Grant Management

    Grant Reconciliation & Reporting

    Monthly grant reconciliation and reporting procedures, including payroll validation, expense review, and audit documentation.

    #Grants#Reconciliation#Compliance#Reporting
    Grant Management

    Grant Budgeting & Submission

    Procedures for preparing grant budgets, submitting applications, and maintaining consistent documentation.

    #Grants#Budgeting#Submissions#Planning
    Grant Management

    Grant Payroll Allocations & Support Documentation

    Procedures for managing payroll allocations to grants, preparing support documentation, and ensuring audit compliance.

    #Grants#Payroll#Allocations#Audit
    Accounts Payable

    Invoice Approvals & High-Value Review

    Procedures for invoice approvals based on authority thresholds, project-specific routing, and high-value payment review.

    #AP#Approvals#Authorization#Controls
    Treasury

    Mobile Deposits & Treasury Payment Processing

    Procedures for handling incoming checks via mobile deposit and treasury-led outgoing payments.

    #Treasury#Deposits#Payments#Banking
    Month End

    Platform Sync & Cash Transaction Classification

    Procedures for syncing corporate card and AP platform transactions, and classifying cash activity from bank feeds.

    #Month End#Bank Feeds#Corporate Cards#AP Sync#Classification
    Month End

    Payroll Accrual & Journal Entries

    Month-end procedures for payroll journal entries, accruals, allocations, and special pay items.

    #Month End#Payroll#Accruals#Journal Entries#Allocations
    Month End

    Bank Reconciliations

    Monthly procedures for reconciling all bank accounts to the general ledger with documented reconciling items.

    #Month End#Bank Reconciliation#Cash Management#Controls
    Month End

    Prepaids & Amortization

    Procedures for identifying, recording, and amortizing prepaid expenses and insurance premiums.

    #Month End#Prepaids#Amortization#Accruals
    Month End

    Fixed Assets

    Procedures for identifying, recording, tracking, and depreciating fixed assets with register maintenance.

    #Month End#Fixed Assets#Depreciation#Capitalization
    Month End

    Lease Accounting

    Procedures for identifying leases, recording ROU assets and lease liabilities, and maintaining lease documentation.

    #Month End#Leases#ROU Assets#Liabilities
    Month End

    Revenue Accruals, Deferred Revenue & Unbilled Grants

    Month-end procedures for revenue adjustments including accruals, deferred revenue, unbilled grants, and pledge reclasses.

    #Month End#Revenue#Accruals#Grants#Pledges
    Month End

    Accounts Payable (AP) Aging Reconciliation

    Monthly procedures for reconciling AP aging between accounting software and AP platform.

    #Month End#AP#Reconciliation#Aging
    Month End

    Payment Platform Processing

    Monthly procedures for recording, reconciling, and classifying payment platform activity including gross revenue and fees.

    #Month End#Revenue#Payment Platforms#Donations
    Month End

    Net Assets & Other Required Schedules

    Month-end procedures for preparing net asset rollforwards and other recurring schedules for financial reporting and audit support.

    #Month End#Net Assets#Financial Reporting#Schedules
    Month End

    Monthly Financial Statement Preparation

    Month-end process for preparing, reviewing, and distributing monthly financial statements to leadership.

    #Month End#Financial Statements#Reporting#Budget
    Financial Reporting

    Tax Credit Program Reporting, Bookkeeping & Compliance

    Procedures for tax credit program accounting including weekly reporting, month-end entries, and compliance documentation.

    #Tax Credits#Compliance#Reporting#Weekly

    Your Expert

    Kevin Collingsworth

    Kevin Collingsworth

    Partner

    "I'm here to help you customize these controls for your organization's specific needs."

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