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Featured Guide
The Martus Budgeting Playbook
A smoother budget season starts before anyone enters a number. Get Martus' practical, step-by-step guide to aligning leadership, engaging contributors, and keeping your budget useful long after its annual approval.
- 9Budgeting Phases
- 6Email Templates
- 2Meeting Guides
- 21Page PDF
The Guide Library
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Practical, downloadable guides for finance and accounting teams, from budgeting and year-end close to building an AI-ready team.
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Building an AI-Ready Finance Team: A Twenty-Day Plan
The signs your team is ready, plus a 20-day roadmap to build an AI-ready finance team, no big rollout required.
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Nonprofit Year‑End Checklist
25 tasks across 4 areas, from donor acknowledgements and 1099s to Form 990, to close your year with confidence.
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The Nonprofit Guide to Collaborative Budgeting
The benefits of collaborative budgeting, an implementation checklist, reforecasting tips, and how to align your budget with your mission.
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The Connected Finance Playbook for CFOs
How finance leaders connect their tech stack, departments, and donor reporting to build a stronger, more resilient finance function.
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Excel Alternatives for Budgeting: The Complete Guide
The hidden costs of spreadsheet budgeting, and how to evaluate software alternatives that help your team budget faster.
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From Surviving to Thriving: Transforming Nonprofit Finance Strategy
Digital transformation, data-driven decisions, collaborative budgeting, and building financial resilience for nonprofit finance leaders.
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Making Conferences Count: A Field Guide
Get real ROI from conferences with pre-event planning, networking strategies, and a plan for turning insights into action.
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