Using QuickBooks’ Income Tracker
Sometimes, especially first thing in the morning as you're planning your day, you just want to cut to the chase and get a quick overview of your company's finances. That's where QuickBooks' Income Tracker comes in. It not only provides that overview, but it also contains links to related screens where you can do the work that's needed there.
Tax Documents Retention Guidelines
What 2017 tax records can you toss once you’ve filed your return? The short answer is: none. You need to hold on to all of your 2017 tax records for now. But this is a great time to take a look at your records for previous years and determine what you can purge.
NFP Financial Statement Primer
Although nonprofit financial statements are structured similarly to for-profit financial statements, their unique names and formats can make them harder to understand. This high level overview provides a description of each statement along with key information to look for that is specific to nonprofits.
NFP Financial Reporting Changes
In August 2016, a new accounting standard was released which will change certain financial reporting aspects for nonprofits. This two-page handout summarizes the key impacts of the new standard and provides additional considerations to help you apply the changes to your organization.