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QuickBooks for Nonprofits - Session II of II
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QuickBooks for Nonprofits - Session II of II

Join us for a two-part workshop on using QuickBooks accounting software in a not-for-profit environment.

 Export to Your Calendar 6/23/2017
When: Thursday and Friday, June 22 and 23, 2017
8:30 a.m. to 12:30 p.m.
Where: Map this event »
Rollins College, Cornell Social Sciences Lab 133, Main Campus
SunTrust Parking Garage
East Lyman Avenue
Winter Park, Florida  32789
United States

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Sponsored by WithumSmith+Brown, PC

 Join us for a two-part workshop on using QuickBooks accounting software in a not-for-profit environment. You’ll learn how to account for restricted grants, fundraising events, in-kind donations, functional expenses and more. Other topics include bank reconciliations and setting up a budget. This is a hands-on course with plenty of tips and tricks for using QuickBooks to produce the reports you need!

While this course is geared for beginners, it is recommended that you have a basic understanding of QuickBooks and nonprofit accounting knowledge prior to registering.

Learning Objectives:

Day 1:

1. Review of nonprofit accounting and how it’s used in reports and the 990
2. Learn how to set up a QuickBooks company file and the chart of accounts
3. Learn how to record unrestricted and restricted sources of income.

Day 2:

1. Learn how to track expenses against a grant
2. Learn how to set up a budget
3. Learn how to record revenues and expenses of fundraising events

Tuition: $210 for members, $400 for nonmembers Instructional Manual provided


Instructors:


Carol Wilson, MBA, CPA, Care Accounting Services
Carol Wilson is a CPA who has worked in the nonprofit sector for over ten years. She completed her Master of Business Administration degree from the Roy E. Crummer Graduate School of Business at Rollins College in April 2008. Over the pastsix years, she has taught workshops on nonprofit accounting and budgeting for the Philanthropy & Nonprofit Leadership Center at Rollins College. Carol served as Accounting Manager in the Finance Department at Rollins College from 2000 – 2008. In that role she enjoyed teaching members of the campus community about budget management. Prior to Rollins, Carol assisted with the start up and was executive director of Florida Bicycle Association, a not-for-profit organization. Currently Carol is a partner with Care Accounting Services where she helps small businesses and nonprofit organizations set up and use accounting systems. She is also a QuickBooks Advanced Certified ProAdvisor.

Carrie Schulz, MBA, CPA, Care Accounting Services

Carrie Schulz has worked in several aspects of Information Technology since 1995. She has also functioned as a bookkeeper and or accountantin a multitude of businesses which range from Real Estate Development to Hospitality to Health Services. She takes a special interest in Nonprofit organization accounting and technology processes. In 2006, Carrie earned an MBA with honors and in 2014 she earned her CPA. She most recently held a position of Director of Financial Information Systems and Strategic Initiatives at Rollins College. This experience allows the ability to offer a wide range of services to clients. Carrie is a partner with Care Accounting Services where she helps small businesses and nonprofit organizations set up and use their accounting systems. She is also a Quickbooks Certified ProAdvisor.


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