For nonprofit organizations ready to customize their QuickBooks Online for easy maintenance and accurate reports.
Does your nonprofit organization use QuickBooks Online?
Would you like to be able to generate Monthly reports for the Finance Committee and Board of Directors with a couple of clicks?
Would you like your QuickBooks Financial Reports ready for Auditors and Accountants at the end of the fiscal year?
If you answered "Yes" to any of the above, I'm here to help.
Without understanding how to correctly set up QuickBooks, a person can easily end up with inaccurate reporting, the inability to reconcile accounts, and, frankly, a mess that has you pulling out your hair trying to untangle it all. If this sounds familiar, you're in the right place.
I get it. That's how my journey began as a managing director of a heart-centric nonprofit that I still believe in today. Part of my job entailed detangling the mess of several volunteers who did not realize that their approach to using QuickBooks had created the current mess of the books. (This included 1032 accounts in the chart of accounts! Yikes!) The auditor had to spend a tremendous amount of time recreating our financials on spreadsheets every year. Obviously, none of was this intentional.
Nonprofits are made up of mission-centered, well-intentioned volunteers who raise their hands to take a turn serving as the "treasurer." Although it's easy to know how much cash is in the bank account, if your QuickBooks transactions are not set up correctly, it's difficult to reconcile accounts or generate accurate reports, and, thus, you never truly know the financial health of your organization and it's difficult to create a budget. At the end of the fiscal year, the organization pays unnecessarily high bills for accountants and auditors to straighten out the bookkeeping in order to complete the annual filing or audit report.
I wrote "unnecessarily" because it doesn't have to be this way. Anyone who can use a computer and understands basic math, can learn how to set up and easily maintain QuickBooks and generate reports that a board of directors, accountant, and auditor needs.
I'm here to help.
I'm not an accountant. I'm someone who has been in your shoes, did the work to learn QuickBooks and basic bookkeeping so that I could eliminate the headaches and serve my organization by providing "clean" books, accurate reports that made sense, and implemented automation where possible to update and maintain our organization's bookkeeping in less than 10 minutes a day. I can help you do the same.
If you would like to set up your QuickBooks to maintain with ease and generate accurate reports that you, your board, your accountant, and the auditor can trust, click below to schedule a call, and let's get started!
As a certified QuickBooks Pro Advisor, I take the time to understand your organization, the current state of your QuickBooks, and identify customization and transaction tasks that will generate the reports you and your organization needs and a QuickBooks that is easy for you to maintain.
"Sharon has a gift for seeing the big picture and breaking it down into small, easy-to-follow detailed steps. She has a wealth of knowledge and excellent communication skills. She introduced several new systems to me and her patience and confidence in my abilities was never ending! After spending nearly a year benefitting from her consultation, I feel empowered and better able to make big business decisions."
"When our company was faced with the challenges of the global pandemic, we realized we needed to quickly adapt the way we had run our business for the last 22 years. Not only did we need to move our services completely online, but we needed to reduce costs and streamline our delivery with the temporary reduction in cash flows. Sharon helped us navigate what seemed like an impossible task and delivered well above and beyond what I would have even thought possible! In addition to implementing an effective CRM, she also put new financial tracking systems in place, helped us establish our sales funnel, improved internal communication and product management, created a video training series for staff and customers, and most importantly, automated key processes allowing us to be more efficient, effective, and maximize our resources. In short, we not only survived, we came out the other side bigger and better thanks to Sharon Burch!"
"Sharon was invaluable in my search to find the right landing spot as I pivoted from real estate brokering to becoming a business mentor, in my retirement. It was Sharon’s creative brainstorming that caught my imagination in how I could apply 50+ years in business to help younger entrepreneurs in their business endeavors. Sharon has masterful computer skills. We worked hand in glove to rewrite my BIO, create a Web page on LinkedIn and set-up a formal calendar to make and receive appointments. Sharon was part strategist, part thought provoker, part cheerleader and implementer, continuing to voice encouragement and to tweak my messaging for maximum effectiveness. Suffice to say, if you are looking for a true professional, who has the dedication and sense of commitment, who will take a mere concept and bring it to reality, you need not look any further than Sharon."