Forum Replies Created

  • mariaspayne

    Member
    May 17, 2024 at 9:15 am in reply to: Recommendations for nonprofit social enterprise accounting services

    Hi Addison,

    Such relevant question! I have been an “interim” treasurer for our small nonprofit for five years. We didn’t set QB accounts properly initially, and then issues arose. I am based in California and have used jrbookkeepingservices.com, funded by Juliana Ramirez (President & CEO) 805-755-6721, to get our books straightened up. Good luck!

    •

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    Home - JR Bookkeeping | Accounting, Bookkeeping & Payroll Services in Ventura & Santa Barbara Counties

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  • mariaspayne

    Member
    January 11, 2024 at 11:55 am in reply to: Checklist / costs for closing down?

    Hi Gewn,

    Thanks for raising this question and to all that provided some guidance. I am also in the process of closing a small nonprofit in California that we founded six years ago. I haven’t really thought about dissolution expenses per se as I assume that it was just me (as interim treasure) volunteering my time to complete all the paperwork.

    Our mission is still relevant and we got local traction. However, we are all volunteers, and sadly our time has been limited. The board is “on board” (no pun intended), and we have just a few minor assets to transfer. Cash and our curriculum should be straightforward. But we also owned a trademark on our name .. does anyone know how that transfer takes place?

    Thank you all!

    Maria

  • mariaspayne

    Member
    January 11, 2024 at 11:56 am in reply to: Checklist / costs for closing down?

    Thanks for sharing this Amanda!

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