YOU CAN STILL JOIN before midnight ET on Mon 4/4/22 with a $75 late fee.
Course opens March 29th!
A step-by-step course to guide you through setting up QuickBooks for your nonprofit organization.
(No accounting skills needed!)
You’re a nonprofit leader with a big vision for your organization. You’ve thrown yourself into your work and you can see how you are making a difference.
But now you are running into one *little* problem -- QuickBooks.
Who knew nonprofit bookkeeping would be so hard?
You know that to get the big grants and grow your organization, you must get QuickBooks under control!
You’ve tried everything you can think of to solve your organization’s QuickBooks problems.
- You’ve spent gobs of time on the Internet researching nonprofit accounting only to find articles that are mind numbing to read and don’t address your situation.
- You tried to fix your reports by adding the accounts to the chart of accounts. As a result, your chart of accounts and reports have grown ridiculously long.
- You’ve been through a series of volunteer and paid bookkeepers, only to find none of them are able to produce the reports you need, either.
- You tried to outsource the accounting only to find you are paying a lot of money for reports that arrive late and that still don’t give you the information you need.
What if I told you that you could...
- Easily set up your QuickBooks company file using our proven template?
- Do-it-yourself, even if you are not an accountant?
- Cut down on your bookkeeping expenses?
- Successfully use QuickBooks to run your organization?
Yes you can!
How do we know you can master QuickBooks?
Hi, we're Carrie and Carol. We have worked with hundreds of nonprofit organizations to help them successfully implement and use QuickBooks. We’ve also taught QuickBooks, both one-on-one to our clients and in the classroom.
We’ve experienced what works – and what doesn’t work – when it comes to using QuickBooks in a nonprofit organization.
We developed a QuickBooks template for nonprofits that we call QuickBooks® to Go! This template includes a QuickBooks company file and bookkeeping procedures that walk you through how to enter transactions. Now you can customize the template instead of trying to create a QuickBooks company file and documentation from scratch.
We walk you step-by-step through the things you need to know to successfully use QuickBooks.
Just imagine what it would feel like to...
- Know you can run the QuickBooks reports you need any time
- Use QuickBooks to pay vendors and employees without writing checks
- Have confidence that your books are accurate
- Use QuickBooks to grow your organization instead of worrying about it all the time
Other QuickBooks programs provide information. We deliver information tailored to using QuickBooks in a nonprofit environment. Even better, we show you exactly how to implement QuickBooks in your organization.
I so appreciate all the help and guidance you have provided! You have really helped us develop a great understanding of our accounting process. I am able to sleep at night knowing that we have financials that help us see where we are and that was not even close to being possible before.
~ Michelle Soto, BETA Center
Here's what you will learn:
✅ Week 1 – Nonprofit Activities (Functional Areas)
Get clarity around what your organization does and how that aligns with what the IRS allows as tax exempt activities. Discover taxable activities of nonprofits. See examples of reports on individual programs and supporting activities crucial to nonprofit accounting.
✅ Week 2 – Accounting Framework
Start building your QuickBooks company file using QuickBooks® To Go!. Learn about who makes the rules for nonprofit accounting and where you can find them. Understand the annual accounting cycle that every organization must manage.
✅ Week 3 – Nonprofit Income
Consider the many income streams that nonprofits must manage. Each type of income can be like managing a separate business. Learn about donation income, in-kind gifts, special events, program service fees, and other types of income. Watch a demonstration of how to enter income into QuickBooks.
✅ Week 4 – Nonprofit Expenses
Learn about nonprofit expenses. Nonprofit expenses are largely like the expenses of for-profit companies with a few notable exceptions. Understand the difference between employees vs. independent contractors. Learn about other types of expenses such as charitable assistance and depreciation and see how to enter these expenses into QuickBooks.
✅ Week 5 – Balance Sheet
Learn about the main types of accounts on the balance sheet. The balance sheet is critical to understanding your organization's financial strength and keeping your monthly bookkeeping on track.
✅ Week 6 – Financial Reports
Watch a demonstration of how to run financial reports in QuickBooks using our QuickBooks® To Go! framework. Create beautiful reports for your board and for management use.
✅ Week 7 – Nonprofit Financial Management
Set up a recurring monthly system to keep your new QuickBooks system on track. Learn how to use bank feeds, which are super efficient for getting your transactions into QuickBooks.
✅ Week 8 – Restricted Grants
Learn how to setup and track basic restricted grants. Discover how to use QuickBooks to keep track of restricted gifts and grants instead of using Excel.
Beyond this course, more detailed information on tracking restricted gifts and grants can be found in the bonus self-study course that comes with Nonprofit Accounting & QuickBooks® called Accounting for Restricted Gifts & Grants in QuickBooks Online.
No matter your level of experience or size of your organization, Nonprofit Accounting & QuickBooks® will help you fill in the missing puzzle pieces so you can successfully use QuickBooks for your organization.
At the end of our 8-week program together you'll walk away with...
- The foundation knowledge you need to make sense of nonprofit accounting
- A QuickBooks company file that reflects your organization
- The skills to read basic financial reports
- The ability to account for basic grants using QuickBooks (instead of Excel)
- The knowledge to use QuickBooks effectively to conduct your organization’s financial transactions
- A process for maintaining your new QuickBooks bookkeeping system
Here's what you get when you join:
- Immediate access to the Nonprofit Accounting & QuickBooks® course
- Access to 8 weekly live coaching sessions lead by Carol & Carrie, CPAs with a proven track record helping nonprofit organizations succeed with QuickBooks
- QuickBooks® To Go!, our QuickBooks company file template for nonprofit organizations.
- Plus bonuses!
Bonuses ✨
We have three bonuses for you!
Bonus #1: Access to the community and free resources within Smart Nonprofit Money (VALUE $150)
Smart Nonprofit Money (SNM) is the private network where we host this course. Right now the only way to gain access to SNM is through this course. Within the SNM network, you can build relationships with other nonprofit leaders and find people who are working problems similar to your own. Plus we share free articles and templates that we think you'll find useful!
Bonus #2: Nonprofit Accounting Policies & Procedures template (VALUE $50)
Finally put your organization’s accounting policies and procedures into place using our template for small to mid-size nonprofit organizations. Have you ever tried to read any of the “free” templates? Ours has fewer words and more impact.
Bonus #3: Access to our self-study course, Accounting for Restricted Gifts & Grants in QuickBooks Online ® (VALUE $150)
We go into more depth on accounting for different kinds of restricted grants. Much of the content also pertains to QuickBooks Desktop, so Desktop users will also find it valuable.
Investment
Registration for Nonprofit Accounting & QuickBooks® is $649. Compare this price to the value you receive.
- Approximately eight hours of time with Carol or Carrie, included in the course weekly online sessions, would cost $1,200.
- The QuickBooks® To Go! tool included with the course sells separately for $449.
- The value of the bonuses described above totals $350.
All together you have $1,999 in value for only $649!
Late registrations add $75.
Don’t delay. Make this year the year you solve your nonprofit accounting puzzle and set the stage for growth and success.
Here's what happens when you sign up:
1. You will receive an enthusiastic email from us welcoming you to the course!
2. You get immediate access to the Smart Nonprofit money community, the course, and the overview section. The first course module will be released on March 29th and new modules will be released weekly after that.
3. The first online coaching session is Tuesday April 5th at 2pm ET and will continue weekly at this time through May 24th (8 sessions total). Coaching sessions will be recorded except for portions as requested to protect the confidentiality of participants.
Yes I Want To Understand Nonprofit Accounting & QuickBooks!
Nonprofit Accounting & QuickBooks® saved me so much research time and trial and error. As someone who had tried to use QuickBooks before with no guidance, this course organized everything I was looking for in one place.
Carol and Carrie are so knowledgeable about nonprofit accounting and using QuickBooks and it shows. Their expertise and welcoming environment helped me feel comfortable using QuickBooks with my small but growing nonprofit. Carol and Carrie are able to explain their processes easily and their course provides you with a great framework for doing nonprofit accounting on your own.
~ Vikki Gutman, Founder, Chicas Rockeras SELA
FAQs
Q - Is Nonprofit Accounting & QuickBooks® applicable for QuickBooks Desktop and Online software?
A - Yes. The underlying concepts are the same and in most cases the implementation in the software is similar, even though the two softwares are very different.
Q - I’m a total newbie when it comes to accounting. Is this training program for me?
A - You will probably need to work a little harder, but we think there’s no better place to start learning than here. You will have supportive people cheering you on who have been struggling with the same issues. Besides, even folks experienced with accounting often have trouble with the unique complexities of nonprofit accounting.
Q - Will I be qualified to do nonprofit bookkeeping after taking this course?
A - We provide a solid foundation in nonprofit accounting basics and show you ways to make QuickBooks work for unique nonprofit accounting needs. That being said, we cannot possibly go over everything you may need to know as a nonprofit bookkeeper. Also the nature and complexity of accounting from one organization to the next varies considerably. Our aim is to give you fundamental knowledge that provides an excellent base for continued learning.
Q - Is there a guarantee?
A - We never want you to be unhappy with a course! You have 30 days from the date the course begins to request a full refund.
Q – Will I have access to the course materials after it is completed?
A – Yes! The course is housed within our private online community Smart Nonprofit Money. You will have access to all course materials including video replays, tools and reading assignments for the life of Smart Nonprofit Money. Though we don’t have plans to go anywhere, we want to guarantee access for at least one year from the last day of the course.
Recap of What You Get
Register now to get everything in Nonprofit Accounting & QuickBooks® plus valuable bonuses:
- Ongoing access to the course and all future updates
- Training designed and lead by CPAs with a proven track record helping nonprofit leaders succeed with QuickBooks
- Eight weeks of approximately 1 to 1.5 hour online coaching sessions to help you apply nonprofit accounting concepts and QuickBooks to your organization
- Targeted reading assignments to help you prepare for each week’s topic
- Assignments to guide you through creating your QuickBooks accounting system
- QuickBooks® To Go!, a tool to help you create a strong QuickBooks accounting system (Includes a QuickBooks company file template designed for nonprofit organizations and bookkeeping documentation)
- Additional tools and templates to help you with key areas of nonprofit accounting
- Bonus #1: Access to Smart Nonprofit Money, an online community of nonprofit leaders plus free resources (VALUE $150)
- Bonus #2: Nonprofit Accounting Policies & Procedures template (VALUE $50)
- Bonus #3: Access to our self-study course, Accounting for Restricted Gifts & Grants in QuickBooks Online ® (VALUE $150)
Join us in the next online course which runs Tuesday, March 29, 2022 - Tuesday, May 24, 2022. All online coaching sessions meet weekly at 2pm ET starting Tuesday, April 5th. Solve your nonprofit accounting puzzle in a fun and engaging format!
Carol and Carrie have been absolutely transformational for our non-profit organization. It’s difficult to find strategic resources that can make a positive impact in short period of time, but that’s just what happened. We’ve captured all the moving financial pieces within our organization and now we’re truly able to use the QB platform as a financial tool moving forward.
~ Richie Gray, E.D., Florida Rush Soccer
