Resources
Guides
Practical guides to running verifiable books for the organizations that must prove their numbers. Start with the regulation reference for your organization type, then the vertical playbooks for reconciliation, disclosure, and staying filing-ready.
Playbooks by organization type.
By organization type
Vertical playbooks for campaigns, nonprofits, HOAs, unions, and trusts.
Filing regulations
The regulator-sourced reference layer of thresholds, deadlines, and citations.
Verification
How the public ledger works and how anyone can check your record.
Start with your organization type
Almost every question about running clean books resolves differently depending on what you are. A campaign reports on an election calendar to a state or federal commission. A nonprofit reports annually on a functional split. An HOA answers to the homeowners whose assessments fund the reserve. A union files LM reports. A trust answers to beneficiaries.
The vertical playbooks below start from that difference rather than averaging it away — what you file, when, what typically goes wrong, and what "provable" means for the people who will be reading your numbers.
Then check the rule against the regulator
The regulations reference is the sourced layer underneath the playbooks: thresholds, deadlines, and forms by organization type and jurisdiction, each carrying a citation and a link back to the authority that published it.
Use it the way it is built to be used — as a map to the primary source, not a replacement for it. Rules change, jurisdictions differ, and OpenBooks does not provide legal or tax advice. Confirm against the regulator before you file.