How do I receive my purchase?
Instantly. Your download links arrive by email within 2 minutes of payment — and they never expire, so you can re-download anytime. The print workbook and book ship within 2 business days with tracking.
Can I edit the templates?
Yes — everything ships in editable formats (Word, Excel, or Canva as noted on each product page). Add your logo, your names, your numbers.
Will these work in my state?
The templates follow federal (IRS) expectations and common state patterns. State-specific items — like the Articles of Incorporation — include guidance notes on where states differ.
Is this legal or accounting advice?
No — these are professional-grade educational templates. For unusual situations, have your attorney or CPA review your final documents. Many customers bring these templates to that meeting and cut the bill dramatically.
What if I have a problem with my order?
Because digital products are delivered instantly, all sales are final. But if a file arrives damaged, a link doesn't work, or you purchased the wrong format, email me at rolanda@rsmcduffiecpa.com and I'll make it right.
Can my whole team use one purchase?
One purchase covers one organization — staff and board included. Consultants who want to use templates across client organizations: email me for a professional license.
Who creates these resources?
Every product is prepared by Rolanda S. McDuffie, CPA — nonprofit accountant, CFO, and author of Creating a Successful Nonprofit by Knowing the Numbers. These are the same documents my private clients use.
Do bundles really save money?
Yes — every bundle price is simply less than the sum of its parts, and the "value" shown is the real total of the individual prices. No inflated compare-at numbers.
Do you offer hands-on help?
Yes. If you'd rather have it done with you — or for you — visit rsmcduffiecpa.com to work with my firm directly.