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Bookkeeping and Financial Report Basics

Nonprofit leaders who understand the basics of bookkeeping and financial reports can better manage their organization’s financial health.

That’s why our founder Sean Hale is thrilled to teach these two in-person classes through the City of Austin and Distance Learning Media.

Plus they’re free!

Both are designed for current and aspiring leaders …. not so they can become the bookkeeper or CFO, but so that they can provide the appropriate leadership and support in these areas.

Nonprofit Fundamentals:  Intro to Bookkeeping.

Join us for an informative in-person session or select a Virtual-Zoom ticket for Intro to Bookkeeping for Nonprofits. Successful nonprofit leaders understand bookkeeping basics. Even if they never enter a single transaction in their system, they have a bigger impact because they understand what good bookkeeping looks like and why it matters, the difference between a CPA and a bookkeeper, and key concepts like fund accounting, accrual accounting, and functional expenses. When you understand the basics, you can lead with greater confidence, earn more credibility with donors, and get stronger trust from your board.

Nonprofit Fundamentals:  Understanding Nonprofit Financial Reports.

This class will equip you with the skills to confidently read and interpret a nonprofit organization's financial statements and reports. You'll learn about key financial reports that every nonprofit should be using and gain insights into best practices for fund allocation and how this knowledge can help you better showcase the impact of your programs. Key outcomes include reading and interpreting key financial statements, using simple metrics to gauge your organization's health, and making informed decisions to support your mission and communicate effectively with stakeholders. This course is perfect for those new to nonprofit finance or seeking to enhance their knowledge, offering the essential tools to optimize your financial management and elevate your nonprofit's success.

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September 30

Mastering Nonprofit Finances with Confidence

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October 23

Unlocking Your Leadership Team's Potential