Are Your Nonprofit Books Set Up the Right Way?
Most bookkeepers were never taught that nonprofit bookkeeping and tax reporting are fundamentally different from standard business accounting.
Nonprofit bookkeeping isn’t the same as small-business bookkeeping — and treating it like it is creates reporting problems, compliance risks, and grant issues.
That’s exactly why I created this course.
INTRODUCING...
The Nonprofit Bookkeeper™
Course
Price: $297.00
Inside this course, you’ll learn how to:
✔ Structure a nonprofit Chart of Accounts
✔ Track restricted vs unrestricted funds properly
✔ Record grants and donations correctly
✔ Manage board reporting & Form 990 readiness
✔ Reconcile accounts accurately
✔ Create clean, compliant financial statements
Whether you're a bookkeeper or nonprofit leader, this course gives you the systems to protect the mission through accurate financial management.
Course Outline:
-
MODULE 1 — Understanding Nonprofit Accounting
3 lessons- 1.1 What Makes Nonprofits Different?
- 1.2 Key Nonprofit Terms
- 1.3 Overview of Nonprofit Financial Statements
-
MODULE 2 — Setting Up the Chart of Accounts
3 lessons- 2.1 Structuring Revenue Accounts
- 2.2 Designing Expense Categories
- 2.3 Using Classes or Locations in QuickBooks Online
-
MODULE 3 — Managing Donations & Grants
4 lessons- 3.1 Recording Unrestricted Donations
- 3.2 Recording Restricted Donations Properly
- 3.3 Grant Tracking Systems
- 3.4 In-Kind Contributions
-
MODULE 4 — Payroll & Functional Expense Allocation
4 lessons- 4.1 Payroll in Nonprofits
- 4.2 Allocating Salaries Across Programs
- 4.3 Allocating Shared Costs
- 4.4 Board Compensation & Compliance
-
MODULE 5 — Month-End & Internal Controls
4 lessons- 5.1 Monthly Reconciliation Process
- 5.2 Separation of Duties
- 5.3 Internal Controls for Small Nonprofits
- 5.4 Board Financial Reports
-
MODULE 6 — Financial Reporting for Boards & Donors
4 lessons- 6.1 Statement of Financial Position
- 6.2 Statement of Activities by Program
- 6.3 Budget vs Actual Reporting
- 6.4 Grant-Specific Reporting
-
MODULE 7 — Form 990 & Compliance Readiness
4 lessons- 7.1 What the 990 Looks For
- 7.2 Functional Expense Reporting
- 7.3 Documentation & Audit Trail
- 7.4 Common Nonprofit Bookkeeping Mistakes
-
MODULE 8 — Cleanup & Catch-Up for Nonprofits
4 lessons- 8.1 Fixing Misclassified Revenue
- 8.2 Correcting Restricted Fund Errors
- 8.3 Cleaning Up Net Asset Accounts
- 8.4 Repairing Grant Tracking Issues
-
MODULE 9 — Ongoing Maintenance & Best Practices
4 lessons- 9.1 Monthly Workflow Checklist
- 9.2 Annual Board Review Preparation
- 9.3 Budgeting for Nonprofits
- 9.4 Preventing Future Compliance Issues
LEVEL UP YOUR NONPROFIT BOOKKEEPING TODAY!
Turn clean books into compliant, board-ready, and 990-ready financials.
Get StartedI'M BETH.
Education:
- Undergraduate Degree in Communications and Business from Susquehanna University
- Masters of Accounting Degree from Nova Southeastern University
For more info, please visit www.heygoodbookinllc.com
I’ve been an accountant since 2007, specializing in small business and corporate accounting. In 2011, I shifted into tax, where I gained a deeper understanding of how bookkeeping directly impacts the tax return.
When your books are clean, organized, and structured correctly, everything else falls into place — from tax preparation to financial decision-making.
I created these products to simplify the bookkeeping process, create consistency, and help you maintain accurate, tax-ready financials year-round.
When tax season comes, there’s no stress — just clean books, clear reports, and a smooth handoff to your CPA.
"I recently had the pleasure of working with Beth. My experience was nothing short of outstanding."
Irene Kiselev
"Beth is a wealth of knowledge when it comes to bookkeeping and taxes. HIGHLY recommend!"