Save $50 by bundling How to Read Financials and Organizational Budgeting.
In an industry that gatekeeps specialized knowledge, we believe in making that knowledge accessible and sharing the language that opens doors, grant coffers, and pathways to wealth for those who have been excluded. We offer training in a variety of topic areas and formats. No matter the audience, we are committed to helping you work better.
We are offering discounted solidarity pricing. Please contact us or fill out a solidarity application if you’re interested. If you are an ongoing monthly accounting client, please contact us to redeem three free trainings each year.
All trainings are also offered as one on one or private group sessions—contact us if you’re interested.
Save $50 by bundling How to Read Financials and Organizational Budgeting.
Save $50 by bundling any 4 trainings.
Save $50 by registering for our basic and intermediate nonprofit QBO training series (4 trainings).
Save up to $200 by purchasing a 2023 annual pass to take any and all trainings you’d like.
Our advanced trainings will dive deep into how to use QuickBooks to track restricted net assets, approximate fund accounting, and more. There will also be time for Q&A and troubleshooting, so bring your questions, hopes and dreams and we’ll work through it together!
This training will reveal all the mystery contained in the many pages of Form 990 and its associated schedules. Finance and admin 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.
In this training we’ll explain how to read financial statements — your profit and loss and balance sheet — including what numbers to pay attention to and how to spot trends over time.
Ahh, budgeting season. An exciting time, a trying time. In this training, we’ll look at budgeting holistically: how to set up a successful budgeting process, tools to use (including an Excel template!), how to enter that budget into QuickBooks, and how to pull useful budget to actuals reports throughout the year.
Our advanced trainings will dive deep into how to use QuickBooks to track restricted net assets, approximate fund accounting, and more. There will also be time for Q&A and troubleshooting, so bring your questions, hopes and dreams and we’ll work through it together!
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.
This training is designed for self-employed individuals who want to understand how QuickBooks works and how to use it to track your business profitability and streamline tax prep. We’ll cover basic data entry, what expenses are deductible, how to handle personal spending, automation tools and more!
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.