THURSDAY, OCTOBER 24 / 10:30AM – 11:20AM / ROOM – ARCHER EAST
SPEAKER: Dena Martin, Smooth Sailing Business Solutions LLC
SESSION TITLE: Nonprofit Financials: Building Blocks for Better Transparency
SESSION DESCRIPTION:
In “Nonprofit Financials: Building Blocks for Better Transparency,” join Dena Martin, an Advanced Certified QuickBooks ProAdvisor with extensive experience in nonprofit accounting, as she shares practical strategies for streamlining financial reporting. Explore the differing needs of financial statement audiences, from boards to budgeting committees, and learn how to tailor your reports accordingly. Discover the crucial role of a well-structured chart of accounts in meeting IRS Form 990 requirements while maintaining clarity and simplicity. Gain insights into maximizing your accounting software, including QuickBooks, through features like Class and Tag tracking for more granular detail. By the end of this session, attendees will:
Learning Objectives:
- Understand the differing needs of financial statement audiences and how to tailor reports for clarity and relevance.
- Implement best practices for structuring a chart of accounts to meet IRS Form 990 requirements while keeping financial reporting simple and smart.
Utilize advanced features in accounting software, such as QuickBooks Class and Tag tracking, to enhance transparency and accuracy in nonprofit financial reporting
Field of Study: Accounting
Program Level: Overview / 1 CPE credit / technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
Dena Martin, the visionary behind Smooth Sailing Business Solutions, embarked on her entrepreneurial journey in 2005 with a clear mission: to empower fellow business owners to focus on realizing their dreams by alleviating the burdens of administrative tasks. With a dedication to streamlining processes and a natural aptitude for numbers, Dena’s company offers comprehensive accounting services tailored to the needs of both established businesses and startups.
As an Advanced Certified QuickBooks ProAdvisor, Dena excels in consulting and training, guiding small business owners and their teams to harness the full potential of this indispensable software. Her expertise spans from employee time-tracking to invoicing, and payroll management to financial analysis, equipping clients with the tools and knowledge necessary to thrive in their ventures.
Drawing upon almost two decades of experience in the accounting industry, Dena specializes in bookkeeping, payroll services, and empowering entrepreneurs to navigate the intricacies of their finances with confidence. Notably, her portfolio extends to include a diverse array of nonprofit clients, reflecting her commitment to serving organizations driven by a higher purpose. Through her meticulous attention to detail and strategic insights, Dena has helped numerous nonprofits optimize their financial operations, ensuring maximum impact for their respective missions.
Beyond her professional pursuits, Dena finds joy in the simple pleasures of life, whether it’s spending time with loved ones, indulging in the culinary delights of the Blue Ridge area, or showering affection on her furry friends. With her boundless energy and unwavering commitment to helping others succeed, Dena Martin continues to chart a course for smoother seas in the world of business and nonprofits alike.
Email: Dena@smoothsailing4biz.com
LinkedIn: https://www.linkedin.com/in/smoothsailing/
Website https://smoothsailingbusinesssolutions.com/about