How to Create a Master Operating Budget
In case you're wondering where to even start...
Join now to participate in our Budgeting Pop Up Community Challenge in September!
This is a self-study course with occasional Pop Up Communities where we offer live and asynchronous support. The course covers:
- Approaches to developing a master operating budget
- Planning your budget calendar (template provided)
- Developing budget assumptions (template provided)
- Creating a cash flow budget
- Using Excel (template provided) to create a budget by functional area PLUS a cash flow budget
- Importing your budget into QuickBooks Online
- Sample budget-to-actual reports
- Variance analysis and budget adjustments
- Creating your organization's budget manual (template provided)
"If you are struggling with budgeting for multiple programs and multiple funding sources, please take this course."
"I wish I had taken the Nonprofit Budgeting Workshop sooner."
Hi, we're Carrie and Carol. We are both CPAs and MBAs.
Over the years, we have helped hundreds of nonprofit organizations win the battle with QuickBooks. Our services include QuickBooks design and cleanup, training, bookkeeping oversight, audit readiness and Form 990 preparation.
We are always amazed at how the need to continue learning never stops. We hope you will join us on your learning journey!
Don't miss this chance to learn! This course includes video of both Carol and Carrie sharing their knowledge about nonprofit budgeting. You get access to the course for at least one year. You can also participate at no additional charge in any Pop Up Communities that Carol and Carrie hold to offer live support.