Nonprofits are unique. They are doing some of the most important work there is but many do not get the recognition, support, or resources they need and deserve.
I also know that we are #bettertogether, so my partnerships with several national nonprofit service providers, councils, and groups allow for some amazing opportunities for me to continue strengthening my expertise but even more importantly, to provide some amazing resources to clients.
Nonprofits also have very unique transaction and reporting requirements most other organizations don’t have to worry about; financial statements for the audit and 990 returns, comparison reports for the Board, year-end giving statements (to name a few)… and most will have to accomplish this with fewer qualified, knowledgeable professionals available than ever.
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As the Executive Director of two nonprofits and serving with multiple nonprofit boards myself, I know this – which is why I decided to focus my efforts as a professional service provider on nonprofits and worked hard to become what some consider to be an expert in the industry and their one-stop shop.
What can I do for your Nonprofit?
Build It: Formations, Filing, Changes
Are you thinking of forming a new nonprofit organization? Maybe you need to make changes to an existing one or dissolve one that is no longer serving.
​Even inactive organizations still have filing and reporting requirements, as long as they are still officially in existence – stay compliant and avoid problems and penalties!
Get the Permits: Obtaining Exemptions (501c3)
You have formed a nonprofit with your home state – now what? Should you obtain federal 501c3 (tax exempt) status independently OR as part of a group? How will you obtain state exemption afterward? There is a time deadline for application of exemption after formation is complete – don’t wait too long! Verify you are legally allowed to operate as a 501c3.
​I can assist with the application of both federal and state-level exemptions.
Proper Structure: QB File SetUp
You’ve heard you should use QuickBooks®. I agree!
Did you know there are several different versions? Which one is right for you? Will it be set up correctly for your nonprofit? Will your team be able to use it effortlessly? Will the reports it generates make sense? Where can you get it at a discount?
Spoiler Alert: I have the answers to all of these!
Training & Ongoing Tech Support
A team of U.S.-based Advanced Certified QuickBooks® ProAdvisors who are also nonprofit-specific accounting experts are available 24-7 with a Tech Support subscription. You can also schedule one-on-one assistance on an as-needed basis for specific needs. You decide which level of support makes the most sense for you!
Conversions, Migrations & Upgrades
Don’t risk losing data!
Is it FINALLY time to migrate from QuickBooks® Desktop to Online?
Maybe you have an outdated version of QB Desktop (more than 3 years) and need to be “leapfrogged” or “stairstepped” through an upgrade (because too many years in one leap risks data loss and system instability).
Are you in a retail subscription and are ready to move to a discounted subscription offered specifically to 501c3s through TechSoup.org
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Migrations by me are done quickly, safely, and correctly.
Clients who have already received "Migration COMPLETE" notices can schedule your 30 minutes of follow-up or training HERE:
Quick Look
It is almost time to present reports to the Board, or apply for a grant – are your financial reports in good shape? Maybe you need the peace of mind that comes with a professional inspection and recommendations.
I provide suggestions on things that need correction, then we decide together how I can best support you further!
Quick Fix
Is the ‘Undeposited Funds’ account out of control? How about old bills or vendor credits that need to be fixed or uncleared transactions on your bank reconciliation? Maybe some imports made a huge mess of your Chart of Accounts or the Other Names list.
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All of these affect your financial reports and will not fix themselves – but are small cleanup jobs for a knowledgeable ProAdvisor with the right tools!
Full Flip: Total Renovation & Restructure
Don’t lose years of history and usable data that can be salvaged by a renovation!
Did you inherit a mess – maybe one that includes a Chart of Accounts that is too long, too complicated, and does not give you easy-to-understand information? Have you learned better ways to utilize your QuickBooks® (maybe with Classes or Jobs) but have years of data using the old method? Do you dread board meetings because you know the reports are confusing and take too long to prepare? Do you feel that total demolition and starting fresh is your only option? You don’t have to start over – I can 'flip' it with a restructure!
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