Model Accounting and Financial Policies and Procedures (FinPro)

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Please note: FinPro can only be accessed by becoming a member of the My Wipfli Nonprofit and Government Membership Service.

Wipfli's Model Accounting and Financial Policies and Procedures (FinPro) keeps your organization in compliance with the most up-to-date best practices created specifically for grant-funded programs. Save time. Save money with FinPro.

The latest version of FinPro incorporates 2 CFR Part 200 Uniform Guidance ("OMB Super Circular") into the sample policies and procedures and addresses changes in these areas and more:

  • Advances in technology
  • Major updates to IRS Form 990
  • New auditing Risk Based Standards
  • Issuance of Department of Health and Human Services Grants Policy Statement

FinPro for grant-funded programs is your key to staying in compliance with OMB circulars and other Federal financial regulations. This easy-to-use tool allows you to effectively evaluate your current policies and procedures and gives you an inside look at the best practices of other grant-funded organizations. Protect your organization against unnecessary financial and IT risk with important new content such as:

  • Best practices
  • Internal control grids and new flowcharts
  • Fundraising, gift acceptance, and other contributions
  • Technology section
  • Cell phone policies

You won't find accounting and financial policies and procedures for grant-funded programs like this anywhere else. FinPro is packed with information, including copies of the administrative and audit regulations, cost principles, the Common Rule, an internal control checklist, and example flowcharts to get you started. And because FinPro is in Word format, it's easy to tailor the policies and procedures for your organization.

Special FinPro features just for Head Start agencies.

New requirements since the passage of the Head Start for School Readiness Act of 2007 regarding reporting, internal procedures, and many other areas.

  • Special editors notes throughout the manual. Find best practice tips and additional information about requirements specifically for Head Start agencies.

Tap into our expertise to update your manual for you.
Let Wipfli help you get it right. Technology, roles and responsibilities, and procedures change quickly. That's why your procedures manual should be reviewed annually, and in some cases, more often. Save precious time and make sure your manual is complete and accurate. Our nonprofit experts can get your manual up to date quickly.

FinPro for Nonprofit Organizations
A version of Wipfli's Model Accounting and Financial Policies and Procedures is now available for traditional nonprofits! FinPro for Nonprofit Organizations is the same easy-to-use tool, offering the most up-to-date best practices and sample policies - but without the federal grant requirements and references. Request a free demo of FinPro for Nonprofit Organizations today!
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"I just gave your model policies a quick glance...and wow! I was dreading the thought of the revision process, but now I'm excited. Thank you for all your hard work."

- Finance Director

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