Beyond QuickBooks

· February 7, 2025

NFC Partnered Learning Series presents:

Beyond QuickBooks:

What to Do When QuickBooks Is Not Enough

Exclusive 3-Day Virtual Course

Is QuickBooks No Longer Meeting Your Nonprofit’s Needs?

As your nonprofit grows, so do its financial complexities. If you’re finding that QuickBooks isn’t keeping up with your organization’s evolving needs, this exclusive three-session course is designed to help you explore the next steps in optimizing and upgrading your financial systems.

Who Should Attend?

This course is ideal for nonprofit CFOs, finance directors, accountants, and operations managers who are looking to optimize their financial systems and prepare for future growth.

Dates:
   March 25: 2:00 – 3:00 pm EDT
   March 26: 2:00 – 4:00 pm EDT
   March 27: 2:00 – 4:00 pm EDT

Cost:
Early-Bird Price: $199 (through March 3rd)
Regular Price: $249 (beginning March 4th)

What You’ll Learn Over Three Sessions

Day 1 – Optimizing QuickBooks for Maximum Impact
Dive into advanced QuickBooks functionalities, including charts of accounts, tracking restricted funds, and managing budgets. Learn how to refine your current setup to handle the unique complexities of nonprofit accounting.

Day 2 – Enhancing QuickBooks with Compatible Tools
Discover a variety of tools designed to extend and customize QuickBooks. This session will cover improvements in cash flow projections, reporting, bank reconciliations, expense tracking, and more—helping you unlock new efficiencies and insights for your organization.

Day 3 – Exploring Alternatives Beyond QuickBooks
When it’s time to move on from QuickBooks, what are your options? In this session, you’ll explore powerful alternatives like NetSuite, Sage Intacct, and Intuit’s Enterprise Suite, giving you a clear road map for the next phase of your financial system.

Seats are limited, don’t miss this opportunity to gain expert insights and actionable strategies to take your nonprofit’s financial management to the next level.

Why Attend This Course?

This hands-on, practical course will equip nonprofit finance professionals with the knowledge and tools they need to:

  • Maximize efficiencies in financial management
  • Extend automation to streamline workflows
  • Evaluate new financial systems that align with organizational growth

Led by Jing Cheng, Managing Director at BDO, a recognized expert in nonprofit financial systems, this course will provide invaluable guidance on:

  • Recognizing the limitations of QuickBooks and when it’s time to upgrade
  • Exploring alternative financial management systems tailored for nonprofits
  • Understanding key features to look for in a new accounting system
  • Implementing best practices for system transitions and integrations
  • Leveraging automation and reporting tools to enhance financial oversight

Questions? Contact us at anelson@nonprofitfinancials.org

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