Provided by Client (PBC) Template for your Nonprofit Organization

PBC List screenshot

Free Download: Provided by Client (PBC) List Template

The provided by client list for a nonprofit audit can serve as the foundation that organizations can use to ensure that their financial practices are transparent, accurate, and compliant. By using this template, your nonprofit organization can organize and track the various documents and information that are required for an audit, as well as identify any areas that may need additional attention or improvement.

It generally requests:

  • Financial statements, including balance sheets, income statements, and statements of cash flows
  • Bank records, including bank statements, checks, and deposit slips
  • Receipts for expenses and donations
  • Contracts, including those related to grants, loans, and vendor agreements
  • Minutes from board meetings
  • Policies and procedures related to financial management and reporting
  • Tax returns and other tax-related documents

In addition to organizing the necessary documentation, the template may also include guidelines for how to present this information in a clear and consistent manner, as well as tips and best practices for maintaining accurate and up-to-date records. By using this template, nonprofit organizations can streamline their audit process and feel confident that they are prepared to provide the necessary documentation and information to the auditor.

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For bookkeeping and accounting support beyond these templates, get in touch with the Jitasa team.

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Additional Resources

However, nonprofit audits aren’t the only way to improve your finances. The more you learn about them, the better you can strategize and enhance your operations. So, continue your research! We recommend continuing your reading with the following resources:

Nonprofit Audits: A Complete Guide to Financial Auditing

Nonprofit audits may seem scary, but they can actually be quite helpful! You’ll be able to identify opportunities to improve your organization’s internal controls, financial practices, and more.

Financial Auditing

Nonprofit Budgeting: Understanding the Basics [+Template]

Nonprofit budgeting is a difficult aspect of your organization’s financial plan. However, with the proper background knowledge and tips for success, you’ll create a concrete annual budget each time.

Nonprofit Budgeting

Form 990 Filing: Your Essential Guide to Nonprofit Taxes

Tax season can be confusing even if you’re not conducting an audit. Learn about nonprofit Form 990s, why they’re necessary, and how to file one in this guide to nonprofit taxes.

Form 990 Filing