Take control of your nonprofit finances

Our expert-led trainings help you master accounting, financial compliance, and board responsibilities so you can operate with confidence and transparency

Courses

Master Financial Management with Confidence

Accounting & Bookkeeping (10-week course)

Managing your organization finances doesn’t have to be a struggle .Whether you’re handling accounts directly or supporting your team, this 10-week course will give you the knowledge and tools to manage bookkeeping with clarity and confidence.

Designed for small businesses and nonprofits, this structured, hands-on course covers essential QuickBooks Online principles, helping you keep finances organized and make informed decisions.

What You’ll Learn (Week by Week)

📆Dates: Tuesdays, January 13th-March 17th | 11 AM - 12 PM EST
📍Live on Zoom
👩‍🏫Facilitator: Amity Ollis, CPA & Captain of Lifeboat Accounting PLLC

✅Week 1: Introduction to Bookkeeping
✅Week 2: Chart of Accounts
✅Week 3: Introduction to Accounting and Recording Transactions
✅Week 4: Accounts Receivable and Accounts Payable
✅Week 5: Bank Reconciliations
✅Week 6: Payroll and Paying Contractors
✅Week 7: Financial Statements
✅Week 8: Budgeting and Forecasting
✅Week 9: Taxes and Entity types
✅Week 10: Wrap-up

💡Bonus Session

Nonprofit Accounting Deep-Dive: A special 4-hour session covering:

Grant Accounting: Properly track and manage grant funds
Deferred Revenue: Understand when to recognize revenue
Functional Expenses: Allocate costs correctly
Nonprofit-Specific Strategies: Compliance and best practices

Wednesday March 11th 1:00PM-5:00 PM. $100
To register: Surgeon@lifeboataccounting.com

Seminars

Host a Training for your board, staff, or organization. Available upon request

So You’re on the Board of a Nonprofit… Now what? (1 hour)

A must-attend introduction for board members covering:

- Non-profit Lifecycle: How it impacts board responsibilities
- Key Challenges & Opportunities: What every non-profit should know
- Roles & Best Practices: Board responsibilities simplified
- Q&A Session: Ask your toughest questions!

Compliance Check: Must-Have Policies & Best Practices for NFPs (1.5 hours)

- Audit Your Policies: Identify gaps in your organization's procedures
- Best Practices: Learn essential policies every nonprofit should have
- Resources & Templates: Get tools to implement better governance

Charitable Solicitations, Donor Acknowledgements & Fundraising Pitfalls (1 hour)

- Donation Compliance: IRS rules for fundraising & in-kind gifts
- Acknowledgement Best Practices: Ensure legal donor recognition
- Fundraising Red Flags: Avoid common mistakes in nonprofit development
- Finance Committee & Board Best Practices (1 hour)
- Onboarding & Training: Equip new board and finance committee members
- Effective Communication: Improve leadership and financial oversight
- Checklist for Success: Stay compliant and efficient

How to Read IRS Form 990 (1 hour)

- Beyond Tax Filling: Form 990 as a compliance and donor tool
- Key Sections Explained: What funders and stakeholders look for
- Practical Insights: Improve your organization’s public financial image

Introduction to Unrelated Business Income Tax [UBIT] (1 hour)

- Revenue Diversification: When nonprofit activities become taxable
- IRS Compliance Rules: Avoid risks in alternative funding strategies
- Smart Financial Planning: Grow revenue while staying tax-exempt

Accounting for Nonprofits (8 hours)

A step-by-step guide to nonprofit financial management

Designed for nonprofit bookkeepers, board members, and management, this course consists of 8 one-hour sessions covering:

- How to Read Financial Statements: Understand Nonprofit-Specific Accounting
- QuickBooks Online for Nonprofits: Essential functions and reporting
- Recording Donations Correctly: Gift acknowledgements and restrictions
- Grant & Designated Fund Tracking: Compliance with donor intent
- Essential Financial Policies: Governance and Internal Controls