Education and certification

Foundational education in accounting, finance, and economics.

Certification in the core functionality of QuickBooks Online. This includes client onboarding, managing client work, banking, reporting and preparing client books for the end of a fiscal year.

This certificate program, co-developed with David Greco of Social Sector Partners, designed to teach the basics of nonprofit financial management. 

This course teaches how to effectively use QuickBooks Online for nonprofit organizations, covering essential functions such as class tracking, creating donation and pledge receipt forms, tracking restricted resources, and making month-end adjustments. It also demonstrates how to allocate expenses by program and administrative categories, record net assets released from restrictions, and generate, analyze, and export financial reports.