CPAsPI - Publications & Resources

CPAsPI Publications

CPAsPI's publications explain financial reporting in plain language. Based on 25 years of volunteer service to community organizations, and written by certified public accountants. Publications are free!

The Audit Process (45 pages, revised in 1999)
(The Audit Process is a 98kb Adobe Acrobat PDF file. To open this document, you must have Adobe Acrobat Reader installed on your system. If your system needs Adobe Acrobat Reader, you can download it for FREE, here.)

A guide to managing your audit. An audit is a costly investment of time and money for nonprofit organizations. Our guide explains how to find the right auditor and evaluate proposals; how to organize financial information for the auditor; and the responsibilities of both the auditor and the organization. Appendices provide a glossary and drafts for the engagement letter and other audit documents. Preview the Table of Contents.

Tax and Reporting Guide for Illinois Not-for-Profit Charitable Organizations
(14 pages, revised in 2000) - (CPAsPI's Tax & Reporting Guide is a 52kb Adobe Acrobat PDF file. To open this document, you must have Adobe Acrobat Reader installed on your system. If your system needs Adobe Acrobat Reader, you can download it for FREE, here.)

Your reference for essential tax and financial reports. Our reporting guide is our most requested publication because it concisely describes all the reports charities must file from the point of incorporation through annual reports needed to maintain charitable status. It includes a brief outline of payroll tax filings, and a directory of regulatory agencies.

Simple Cash Management for NPO's

CPAs for the Public Interest (CPAsPI), in collaboration with ShoreBank and the Nonprofit Financial Center, has released a resource booklet, "Make Every Dollar Count - Simple Cash Management for Nonprofit Organizations." Written from the perspective of nonprofit organization, the booklet includes helpful tips and techniques for nonprofit budgeting, cash-flow management, handling deficits and surpluses, and working with your bank. This is a valuable, powerful and easy-to-use reference tool.

Involved in this CPAsPI project are volunteers and members of the Illinois CPA Society Nonprofit committee, including Marvin Cutler, CPA, Dottie Johnson, CPA, Lowell Raven, CPA and Dhiren Shah, CPA.