Audit-Ready Before Filing Season: Form 990 Prep for Nonprofit Finance Teams

About this session

Miss three consecutive Form 990 filings and the IRS automatically pulls your tax-exempt status, no warning letter required. And unlike most tax filings, the 990 is public. Donors, grantmakers, and charity watchdogs read it, so a messy filing doesn’t just cost you time. It costs you credibility.

The good news: a clean filing is mostly decided months before anyone opens the form. This session, hosted by Ramp, walks through what that groundwork actually looks like, with John Pace, who leads outsourced accounting for nonprofit clients at GRF CPAs & Advisors. He’ll share a practical readiness checklist and a real look at what audit-ready spend records look like on a day-to-day basis, not just at year-end.

You’ll learn:

• What a readiness checklist looks like 60 days out from filing
• The documentation gaps that create the most year-end cleanup
• How to keep receipts, approvals, and expense coding audit-ready year round