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Resource library

Practical help for the work on your desk.

Guides and checklists for managing grants, preparing purchasing records, and keeping your team organized.

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11 resources

Grant Management
8 min read

Proposed Uniform Guidance Changes: 2026 Overview

OMB proposed 412 pages of changes to 2 CFR 200 on May 29, 2026. Plain-language guide to every proposed change, what's not changing, key dates, and what to monitor before FY 2027.

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Audit Readiness
22 min read

Auditor Selection for 2 CFR Part 200 Single Audit

Complete compliance checklist for selecting auditors, meeting auditee responsibilities, and ensuring procurement compliance. Updated for the new $1M threshold.

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Audit Readiness
25 min read

Corrective Action Plan Guide for Single Audits

Learn how to develop effective Corrective Action Plans for audit findings, including material weaknesses, significant deficiencies, and questioned costs.

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Audit Readiness
10 min read

Single Audit Preparation Checklist

Step-by-step checklist for organizations approaching the $1M federal funding threshold.

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Audit Readiness
11 min read

Internal Controls Checklist for Federal Grants

Comprehensive 2 CFR 200.303 checklist covering control environment, risk assessment, procurement controls, and segregation of duties.

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Financial Management
16 min read

Budget Management for Multi-Grant Organizations

The complete guide to fund accounting, cost allocation, and financial management for organizations juggling federal, state, and foundation funding.

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Procurement
16 min read

Vendor Verification & SAM.gov Compliance

Step-by-step guide to debarment checks, SAM.gov searches, and documentation procedures for Single Audit compliance.

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Grant Management
10 min read

The Grant Reporting Labyrinth

Key Pain Points & Paid Solutions for Post-Award Grant Management. Understand the compliance monster.

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Case Study
8 min read

Fire Districts Find Compliance Clarity

Case study: How four fire departments use standardized procurement workflows to maintain FEMA AFG compliance and pass Single Audits.

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Financial Management
8 min read

Chart of Accounts for Grant-Funded Organizations

Ready-to-use templates with 80+ accounts mapped to 2 CFR 200. Includes three-segment numbering convention, QuickBooks setup guide, and indirect cost pool structure.

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UK Charity Compliance
14 min read

CC8 for UK Charities: The Practical Implementation Guide

Plain-English companion to the Charity Commission's CC8 guidance on internal financial controls. All seven core areas, the four controls every charity gets wrong, and a free 30-question self-assessment.

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Purchase orders, procurement checklists, audit documentation, and budget tracking in one downloadable bundle.

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