We love sharing information. We know that our skills and experience help organizations optimize existing systems, handle growth, and navigate new complexities.
Because every person has a different relationship to systems of finance, we want to hear about the kinds of services that make sense for you. Examples of our most often used consulting services are:
Accounting System Design—An organized accounting system enables you to monitor cash flow and budget goals, allocate expenses across programs or entities, report activity to grant funders, prepare for your audit, file your taxes, and provide valuable information for strategic planning.
Internal Control Development—Internal controls can be difficult to set up in a small organization, but strong controls and policies can reduce the risk for error and fraud.
Policy and Procedure Development—Effective policies and procedures can increase your capacity, reduce confusion, and help facilitate smooth employee transitions.
Employee Handbooks—We provide handbook reviews and drafting, helping you to develop sound policies that are in line with your values.
Fiscal Sponsorships—We can work with you and your legal team to establish agreements, structures, and procedures relating to fiscal sponsorship agreements and cost sharing.
Payroll—We can help you navigate 3rd party payroll providers, including choosing a provider and software setup. We additionally consult on how to deal with payroll tax notices, garnishments, severance pay, out of state employees, and other common payroll complications.
Public Disclosure Commission Compliance—PDC reporting and compliance is important to get right. We can help you navigate the complexities of these rules and develop systems to support you with your filings.
Growth and Administrative Capacity Management—Don’t underestimate the need to grow your administrative and finance capacity needs as the organization grows. We can advise on hiring strategies and support your hiring process.
Whatever you need—Just ask us and maybe we can help!
Thank you to our current and former team members and colleagues for helping us develop this content.
QuickBooks Online Basic Training (for Nonprofits) - Part 1
$
100
This training is designed for the accidental operations manager, board treasurer, executive director, or anyone else who needs to understand how QuickBooks works so you can accurately and confidently record and track your organization's financial information. It covers the basics of bookkeeping, QuickBooks vocabulary, data entry for income and expenses, and basic troubleshooting. To help you understand the why behind it all, this course also includes and introduction to basic accounting concepts. Although this training assumes no prior QuickBooks knowledge, there's still plenty to learn for those who need a refresher, need nonprofit specific training, or who are coming to QuickBooks Online from Desktop.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
QuickBooks Online Basic Training (for Nonprofits) - Part 2
$
100
Building on Part 1, this training will show you how to verify your data entry and create useful reports for both staff and board that will help you make decisions. This training covers QuickBooks' banking integration, reconciling accounts, generating and manipulating reports. You'll also learn how to handle non-cash activity and understand the difference between cash and accrual accounting.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
QuickBooks Online Intermediate Training (for Nonprofits) - Part 1
$
100
So you feel comfortable with QuickBooks data entry, but you still have a feeling there's a lot QuickBooks can do that you're not taking advantage of? Our two-part series of intermediate trainings are for you. In Part 1 we cover ensuring your QuickBooks is set up in the best way to capture different kinds of information: functional expenses (program vs. admin and fundraising), grants, and multiple entities like fiscal sponsorships or related organizations. You'll learn why this tracking is necessary, how to gather the information you need to do it, and how the information is used. budgeting -- for your whole organization, specific programs, and even grants.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
QuickBooks Online Intermediate Training (for Nonprofits) - Part 2
$
100
Building on Part 1, in this training we'll take your fully tricked out QuickBooks and put it through the paces, covering how to track grant expenditures or invoice against reimbursable grants, how to allocate expenses across multiple programs, and how to manage multiple entities such as related 501(c)(3)/(c)(4) orgs. This course also includes general background and training on fiscal sponsorships such as what to consider, how to set them up, and the differences between fiscal sponsorship models.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
How to Review a 990 for Staff & Board
$
100
This training reveals the mystery contained in the many pages of Form 990 and its associated schedules. You will learn from the perspectives of both a CPA 990 preparer and experienced nonprofit director. Nonprofit staff will learn how to review a drafted 990 and work with the external tax preparer on any needed adjustments. Board members will learn how to review a finalized 990, and which parts of the form are of greatest concern. This training is also useful to anyone who wants to better understand some of the "why" behind many nonprofit accounting structures, practices, and terminology.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
1099-MISC & 1099-NEC Training
$
75
Every January your organization is responsible for providing 1099 forms to certain independent contractors who you paid more than $600. In this training we'll go over the ins and outs of which contractors this applies to, and how to build your systems so that it's not a crunch to prepare.
Purchasing this training grants you access to our portal, where you can view the video and
presentation slides at your convenience.
Coming this summer, check back often!!
We offer trainings as 1:1 sessions, customized private trainings for you and your team, or sponsored customized trainings for your community members. Contact us for more information.
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