“Advocate Accounting has been such a godsend! They really understand the unique challenges and opportunities of a small, growing non-profit and have helped us build out our fiscal infrastructure and increase internal efficiency. Advocate Accounting has been an integral part of ensuring we have systems in place to continue to grow, exceeds expectations so that our staff can focus on the actual on the ground work, and are overall just a pleasure to work with. We’re grateful we get to work with Advocate Accounting, and have wholly recommended their services to other organizations and leaders we partner with.”
—Lisa Chen, Executive Director, FEEST
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.