Nonprofit QuickBooks Setup & Consulting

QuickBooks is an ideal accounting software for nonprofits.

  • You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your nonprofit.
  • You can easily generate the reports with the information you need, so you always know where your nonprofit stands.
  • You save money because QuickBooks is so affordable. You can use it to run a $20,000 or a $25 million nonprofit for a few hundred dollars.
  • You save typing time and errors by sharing data between QuickBooks and over 100 applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
  • You can set up your general ledger to track expenditures by grant and/or program to help ensure grant compliance.

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your nonprofit? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and installation in a timely manner. In addition, your accounting employees can receive training on the accounting software to enhance their performance.

How much does it cost? We first want to find out a little more about your nonprofit and your accounting records before we quote you an exact price. Rest assured that we work with many small nonprofits and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time – time taken away from managing your nonprofit. Here’s a short list of the services we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Install software, design and set up chart of accounts.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting dates into QuickBooks.
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

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  • Ellen Fontana CPA LLC is a BBB Accredited Certified Public Accountant in Clearwater, FL
© Ellen Fontana CPA LLC 2019, 2451 North McMullen Booth Road, #309, Clearwater, FL 33759
T: (727) 431-0354 F: (727) 499-9569 E: ellen@ellenfontanacpa.com

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