Financial Management

Financial Information for Nonprofit Boards Finding Balance – Too Much – Too Little

By:  A. Michael Gellman, CPA, CGMA, Shareholder, Nonprofit Consulting Services Group, Rubino & Company, Chartered CPA’s and Consultants

Providing financial information and reports to your nonprofit organization’s board of directors is a well known and expected best practice.  How this is done varies widely and is often poorly performed with little thought to the platform used and the ultimate absorbability factor of the information provided.
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Non-Profit Financial Statements: Basic Questions to Ask on the Road to Financial Understanding

By:  A. Michael Gellman, CPA, CGMA, Shareholder, Nonprofit Consulting Services Group, Rubino & Company, Chartered CPA’s and Consultants
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Basic Budgeting for Nonprofits

If the recent economic downturns have taught us anything, it’s that nonprofit organizations must be prudent with their financial resources.  Preparing annual budgets is crucial for maximizing an organization’s assets and keeping the organization financially prepared for economic uncertainties.  Come and learn some basic budgeting strategies to help improve your organization’s financial strength.

Register Now!

On Task Accounting, LLC

13800 Coppermine Rd.
Herndon
VA
20171
Phone: 
703-725-9876
Fax: 
678-401-0388
Contact Name: 
Tonya Lopez
Number of Nonprofit Clients: 
5
Special Discount for Center Members: 
Yes
Description of Member Discount: 

We are offering a 20% discount on services for the first two months of an annual contract.

Your Services: 

We offer assistance with filing and setup for nonprofits by preparing initial start-up documentation. We can do all of the following: design, install, and maintain your accounting system; file and apply for federal employee identification number and payroll setup with federal and state agencies; prepare and setup budget in accounting system; review and compile your financial statements; provide trainiing for your board on nonprofit financial statement usage and effective budgeting practices; provide training for your accounting personnel; payroll services and tax preparation; prepare and file to 990 and 990x tax forms. Advisement and grant-writing services are also offered. 

Is your company minority owned? : 
Yes
Is your company women owned?: 
Yes

Basic Budgeting for Nonprofits

Date: 
September 23, 2014 - 10:00am - 12:00pm
Location: 
THEARC 1901 Mississippi Ave, SE Washington, DC 20020

Faculty: Scott DenlingerCBIZ MHM, LLC
Course Objective: Learn how to fully integrate non-financial managers into your organization’s budget process
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FrontStream, Inc.

2201 Wisconsin Avenue, NW
Washington
DC
20007
Phone: 
800.687.8505
Contact Name: 
Joseph LoPresti
Number of Nonprofit Clients: 
18000
Description of Member Discount: 

Center for Nonprofit Advancement members receive a discount from the normal nonprofit rate both on the peer-to-peer fundraising platform and the customized Donate Now option. Discounts range from 40% up to 60% for each service, respectively.

Normal pricing for nonprofits by product:
Peer to peer fundraising platform - $500 and 7.5% per transaction
Customized donate now - $40 a month and 4.25% per transaction

Center for Nonprofit Advancement Member pricing:
Peer to peer fundraising platform - $300 and 7.5% per transaction
Customized donate now - $15 a month and 4.25% per transaction 

Your Services: 

FrontStream is a multi-national provider of integrated back-end merchant solutions and robust front-end payment and donation management products.

The company has well-established client relationships in virtually all business sectors and a strong partnership presence in the B2B and nonprofit sectors. Offerings include turnkey payment processing, fundraising, employee engagement and CRM solutions that enable clients to increase revenues through mobile, in-person and online acceptance of ACH eChecks and credit/debit cards.

Covering the Financial Bases: Understanding Financial Statements

Date: 
September 29, 2014 - 1:30pm - 3:30pm
Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Faculty: Mike GellmanRubino & Company Chartered CPA's and Consultants
Course Objective: Gain templates which will improve your financial accountability Read more »

How to Read the IRS Form 990

September 11, 2014 - 9:30am - 11:30am

Guest Presenters: Patricia A. O’Malley, CPA Rubino & Company, Chartered
Course Objective: To enable the users of the IRS Form 990 to more fully understand the information contained in the form. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Contracts: What Nonprofits Need to Know

July 29, 2014 - 9:30am - 11:30am

Guest Presenters: Benjamin Takis, Tax-Exempt Solutions, PLLC and Heather Batzel, Batzel Law LLC
Course Objective: Get an overview of the basics of contract drafting and management
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Preparing the Form 990

April 16, 2014 - 9:30am - 11:30am

Faculty: Patty A. O’Malley, CPA, Rubino & McGeehin

Course Objective: Gain guidance to answer the tough questions on the Form 990

This hands-on tutorial helps you efficiently gather the necessary information for the Form 990. If you are preparing the return for your organization, the session provides guidance on answering many of the return’s questions. In addition, learn important tips for preparing your form for audit. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006
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