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Reply To: The Painful Path of QB Desktop to QBO

Hi Mary Ellen I feel your pain as well! While QBO certainly solved connectivity issues for so many organizations that went remote in 2020 a…

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The Painful Path of QB Desktop to QBO

I’m interested in thoughts for anyone with a professional finance/accounting staff who has made the painful transition from QB Desktop to QBO (currently being “forced”…

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Reply To: Does anyone self-insure for Unemployment Tax

Hi Holly, we have also been using UST for many years and it’s worked well for us. The only drawback is if you get hit…

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Reply To: Does anyone self-insure for Unemployment Tax

Hi Holly: We have used an organization called Unemployment Services Trust, www.chooseust.org for several years and are quite happy with it. Once our reserves were…

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Reply To: Checklist / costs for closing down?

Thanks for sharing this Amanda!

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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…

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Reply To: Checklist / costs for closing down?

Hi Gwen…you’re right, there doesn’t appear to be anything I can easily get my hands on either. I have been through a closure in years…

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Reply To: Nonprofit dissolution — required records to archive?

Hi Michael and Mark…I have been through this – twice! – and we followed the same retention periods that were in place when the organization…

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Reply To: Checklist / costs for closing down?

@Gwen Propel developed a guide here is a link to the web page https://propelnonprofits.org/resources/strategic-sunsetting/

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Reply To: Does anyone self-insure for Unemployment Tax

Hi Holly…you ask a good question and just happen to be stumbling upon a fellow North Carolinian! I have generally seen more organizations opt to…

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