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 comprehensive collection of 23 Standard Operating Procedures provides your nonprofit with battle-tested workflows for every aspect of accounting and finance operations. Each SOP includes detailed procedures, responsible parties, and documented risks and controls.

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

Weekly Accounts Payable (AP) Processing

Procedures for weekly accounts payable processing, including receiving, coding, reviewing, and paying vendor invoices.

#AP#Invoices#Payments#Approvals
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."

Need help implementing these SOPs?

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