Financial Empowerment: Course 3, Nonprofit Accounting Tips & Tricks using QuickBooks Online (Partner)
Online via Zoom
Event Details
Description
Are you new to QuickBooks Online, or still learning how to navigate it? How do you make the most out of the software to support your unique needs? Dive deep into the world of QuickBooks Online with a "Back to Basics" focus. Familiarize yourself with the platform’s navigation, customization, and nonprofit-specific configurations.
This is Course 3 of the Financial Empowerment Series. This training will be recorded and provided to registrants after the sessions are completed.
Learning Objectives:
- QuickBooks Basics Overview
- Bank Transactions Bank
- Reconciliations
- Accounts Payable and Receivables
- Payroll Options
- Best Practices for Reporting & System Utilization
- Chart of Accounts
- Reporting
- Budgeting
When: August 20, 2024, 10:00 AM - 12:00 PM
Who Should Attend? Executive Directors, Board Treasurers, Accounting Staff, Operations Staff, Development Staff, and anyone interested in learning more about QuickBooks Online for your nonprofit.
Cost:
Members: $65 Not-Yet-Members: $130
NAM Members: use code LearnNAM for member pricing
About the Speaker(s):
Kristel Price, Senior Managing Consultant
Kristel is a Senior Managing Consultant with FORVIS in Salt Lake City. She has 20+ years of outsourced accounting services helping small and large businesses to develop, oversee, and manage their accounting. She enjoys learning about each business while teaching business owners and their teams to organize, understand, and learn accounting procedures and processes while providing the best services possible. She is a Certified QBO ProAdvisor with Advanced and Payroll certifications.
Evan Sheehan, Senior Consultant II / Nonprofit Advisory Services
Evan is a member of FORVIS’ Nonprofit Advisory Services team. For over 7 years, Evan has provided a range of accounting services working both within and on behalf of nonprofit and public sector organizations. He passionately serves each client in response to individual and dynamic accountancy needs or the goals of the organization.
His accumulated experiences and expertise exist within outsourced accounting and oversight roles, audit and budget preparation, system utilization and implementation, operational and compliance assessment, policy and procedure development, grants management, and complex external reporting. He maintains an opportunistic eye for identifying areas for improvement, introducing best practices, and developing the technical skills of organizational staff.