Top Tips for NPOs


Generic Manuals and Accounting Software

Newsletters and Presentations

Top 10 tips for NPO Start Ups

Top tips for preparing proposal budgets

Top 10 tips for keeping comprehensive financial records for NPO’s?

King IV principles and examples of leading practices for non-profit organisations


Generic Policies & Procedures Manuals 

A successful non profit organisation needs to be governed by clear policies and procedures. These need to be written down in a reference guide or manual, and every employee must understand and adhere to them. A manual helps your organisation to:

  • Formally record the policies you adopt as an organisation.
  • Provide a clear and comprehensive guide to those policies, together with the procedures your organisation has approved to implement those policies.
  • Create a clear, protective environment for staff and other stakeholders.
  • Build the confidence of funders and other stakeholders in the management of the organisation.

Based on our 20 years of experience working with non profits, CMDS has compiled two generic manuals, which we provide in electronic format:

Generic Finance Policies and Procedures Manual

The CMDS Finance Manual includes generic policies and procedures, and standard forms, based on good practice that identify policies, responsibility and procedures.  The generic manual can be adapted in-house or with the support of CMDS who can also workshop the policies and procedures with staff.

Generic Human Resource (Employment) Policies and Procedures Manual

The CMDS Employment Manual provides generic policies and procedures that take account of the legislative background, together with some statement forms.  The generic manual can be adapted in-house or with the support of CMDS.


All our manuals come in electronic format so that you can adapt them to suit the needs of your non profit organisation.  Standard forms are included and individual sections can be purchased.

Click here if you would like to place an order or require further information.

Accounting Software

Sage Pastel is our recommended accounting and payroll software solution for non profit organisations, with products to suit most requirements.  CMDS is a registered reseller of Sage Pastel products and we provide set-up, support and training in the various packages.

Pastel Partner for NPOs

Pastel Partner

Pastel Express

Pastel Evolution

Sage One

Pastel Payroll

Click us to contact us for further information

Newsletters and Presentations

CMDS celebrating

How time flies – celebrating 50 years! It was 30 years ago that Cathy Masters, after completing articles and qualifying as a Chartered Accountant (“CA”), left the corporate world and began working exclusively in and for the non-profit sector in South Continue reading →

“Changing” the legal structure of your NPO

It has surprised us how often staff, or governing body, members of non-profit organisations (“NPO’s”) have not been able to tell us which legal structure their organisation is established as – “we are an NPO” they insist! The Nonprofit Organisations Continue reading →

Can we trust the bank?

Can we trust the bank? Imagine the shock of finding that two additional and unknown names have been added to the signatories on the organisation’s bank account!  Recently, one of our clients discovered, through the annual audit checks, that this Continue reading →

Protecting the rights of care workers

Protecting the rights of care workers As we commemorate World AIDS Day, we stand together with the 78 million people who have become infected with HIV and remember the 35 million who have died from AIDS-related illnesses since the first Continue reading →

Financial risks for NPOs

Financial risks for NPOs Every organisation faces uncertainty around future events that could threaten its ability to accomplish its mission and vision. Every organisation must also innovate and be creative to succeed; without taking risks, an organisation will wither and Continue reading →

Taking a bite out of the year-end bonus

Taking a bite out of the year-end bonus Tax on annual bonuses remains a great source of misunderstanding. We have had a number of unhappy/upset payroll clients approaching us recently because they feel too much tax has been deducted from Continue reading →

Top tips for preparing proposal budgets

Top tips for preparing proposal budgets Ensure that the full, realistic costs of the project are included in the budget, including the staff and support (overhead) costs Projects are generally carried out within the context of an established organisation, with all its Continue reading →
1 2