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RICHES IN THE NICHES: WORKING WITH NON-PROFIT CLIENTS TO INCREASE EFFICIENCY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 14, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper, Non-Profits
Course Description

This session will cover an overview of the nonprofit niche and the related apps integral to QuickBooks Online in this area. This session will deep dive on three sub-niches of the nonprofit space: Churches, Charities, and Membership Associations.

Learning Objectives

  • Understand the issues faced by churches and how to properly record donations and track funds.

  • Understand the issues faced by 501-c-3 charities and how to record donations, thank you receipts and track restricted grants.

  • Understand the issue faced by 501-c-6 membership associations and the best way to handle member dues.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Leary, CPA

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Principal Technology Evangelist
[email protected]

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Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014 and in 2015 by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue. David is an innovative and influential force in the small business accounting world. 

With over 21 years of experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.