Yes! Send me the QuickBooks Monthly Checklist and Presentation Slides!

Are you confident your QuickBooks reports are actually accurate?

Or do you sometimes wonder if the numbers you’re reviewing each month are truly correct?

Most nonprofit leaders rely on QuickBooks to make important decisions, but very few have a simple way to verify whether the bookkeeping behind those reports is complete, accurate, and up to date. And small mistakes—miscoded revenue, missing reconciliations, outdated A/P or A/R—can quietly grow into major issues for grant reporting, cash flow, and audits.

That’s why I created the QuickBooks Online Monthly Checklist for Non-Finance Leaders.

This easy, plain-English checklist walks you step-by-step through exactly what to review each month so you can:

  • Confirm reconciliations are complete

     

  • Spot red flags in seconds

     

  • Understand your P&L and Balance Sheet

     

  • Assess your financial health quickly

     

  • Ask the right questions of your bookkeeper

     

You do not need to be a “finance person” to use this. You just need a clear roadmap.

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Meet our founder

Hi, I'm Stephanie

I’m a visionary Chief Financial Officer for nonprofits. I love sharing with nonprofit leaders how to better understand, use, and communicate your financials to your donors and other stakeholders because I know that when organizations are transparent about their numbers, they raise more money.

Drop your email below to get the QuickBooks Monthly Checklist instantly—and start feeling truly confident in the numbers you’re using to lead your organization.

Hi, I'm Stephanie

I’m a visionary Chief Financial Officer for nonprofits. I love sharing with nonprofit leaders how to better understand, use, and communicate your financials to your donors and other stakeholders because I know that when organizations are transparent about their numbers, they raise more money.

Drop your email below to get the QuickBooks Monthly Checklist instantly—and start feeling truly confident in the numbers you’re using to lead your organization.

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Need more help with your nonprofit numbers? Check out:Master Your Nonprofit Numbers – An online course in financial management for nonprofit leaders.

Every single week, leaders tell me, “ I don’t know what I don’t know,” and, “I don’t know how my organization is doing because I don’t understand my numbers,” and, “I literally lay awake at night worrying about cash flow.” Sound familiar?

Check out our online course to learn the critical elements of financial management: budgeting, cash flow forecasting, audit, compliance, financial reporting, strategic planning, and more. 

The course is for CEOs, Executive Directors, Program leaders, and Development staff (in other words, non-finance people), so rest assured this program is for YOU. (No technical accounting lingo included!) 

Wondering if this course is for you?

This course is for you if:

  • You lay awake at night worried about cash flow
  • You don’t know if/when/how to file your 990
  • Your organization doesn’t have a budget or financial dashboard
  • You don’t have a roadmap for achieving your goals this year

This course is not for you if:

  • You’re an experienced CFO who can prepare 990s in your sleep
  • You have an effective forecasting mechanism and confidently project a year out
  • You nail your audit every year with nary a management letter comment in sight

This course was designed specifically for you so you can better understand, use, and communicate your financials to grow your organization and your impact.

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Download our free QBO Monthly Checklist today!

Drop your name and email below and I’ll send you the QuickBooks Monthly Checklist and presentation slides. We love sharing tons of free resources with our community and won’t send you any spam, ever! Unsubscribe at any time.