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This workshop is about the basics of setting up and using your accounting system, which can be an Excel system or an accounting software. We look at: what is a chart of accounts? What is the meaning of it? What are important concepts in bookkeeping? What information does your accounting system need – and what should it verify? What information do you need to get out of your accounting system – and how to make that possible? Having a good system will help generate better project reports and better annual accounts reports. But it will also help you improve progress monitoring in your activities.
Workshop members receive a worksheet with key information from the workshop and an annotated sample of a Chart of Accounts. You'll also have access to a members only private community for all your questions and answers!
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Get the BUNDLE for ALL 6 workshops at $40!
I strongly recommend getting the bundle of all 6 finance and admin foundations workshops.
(Please note that the bundle is priced at $49. When buying the single workshop, a $9 reduction is already applied to the total price of the bundle).
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''After these workshops, I am done with my initial steps that included manual formulation, Financial processes and systems. All done!''
''A future donor did an assessment on financials (accountability). This has given me insights in what to put in place to enable my organization to excel. Exactly the things addressed in these workshops. Suzanne, through what she is doing, has moved our organization many steps forward.''
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''Suzanne has a knack for making such dull subjects like administration and finance not only bearable but actually quite fascinating.''
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''Always very down the earth and pragmatic for small organizations.''
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Nonprofits hire me to help setting up their finance systems properly. In my workshops I share key lessons that I learned in more than 30 years of work in this field.
I am looking forward to helping you set up your accounting systems professionally and with ease, too!
Suzanne Bakker
Changing Tides
- Is this workshop for me?This workshop is for you if you want to make sure you are keeping proper track of expenses and income. And if you are interested to understand the basics of accounting so that your organization can set this up more professionally.
- What will I learn in this workshop?In this workshop we will look at the basics of setting up and using your accounting system, whether that is an in-house excel system or an external system. We will look at: what is a chart of accounts? What is the meaning of that? What are important concepts in bookkeeping? What information does your accounting system need – and what should it verify? What information do you need to get out of your accounting system – and how to make that possible? Having a solid system will help generate better project reports and better annual accounts reports. But it will also help you improve monitoring of progress in your activities.
- What will I get with this workshop?Workshop members will receive a worksheet with key information from the workshop and an annotated sample of a Chart of Accounts.
- What if I am not happy with the workshop?Your success is my priority. I have set up a members community where you can share questions and dilemmas. I am active part of that community and answer any questions as I can.
If you are nevertheless not satisfied, please email me at support@changingtides.eu so we can see how we can best help you.
As this is an online product with immediate access to downloadable resources, we do not have a refund policy for this workshop.