“I have confidence that all of my bills are being paid.”
You’re On Your Way!
Qbix Nonprofit Accounting Solutions
Here’s a quick overview of our initial three meetings/calls:
The Introductory Call
We shared a little about Qbix Accounting Solutions and gave you a high-level overview of how we’ll handle your nonprofit accounting.
The Discovery Call
Next, we performed a Discovery Call/Needs Assessment. We also dove a little deeper into your current nonprofit accounting processes.
The Proposal Call
Finally, we prepared a proposal of Qbix’s nonprofit accounting solutions. We customized it especially for your organization.
If you haven't already completed the above:
Moving Forward with Qbix’s Accounting Solutions.
Once you make the decision to move forward,
we break down the onboarding nonprofit accounting process into 3 steps:
Step 1 – Organization
During this step, we’ll clean up any existing nonprofit bookkeeping issues that may need attention. Your records may be in tip-top shape, but we generally find that a little bit of cleanup and organization of your files is needed prior to the onboarding process.
Step 2 – Preparation
During this process, we will be preparing your existing system for the implementation of the items that were agreed upon in the Statement of Work.
This part of the process can happen as quickly as a few days or it could take several weeks, depending on the complexity of your organization and financials.
Step 3 – Implementation
At this point, we will begin the full implementation of all duties listed in the Statement of Work. More importantly, we will also train employees on any new nonprofit accounting processes that may be implemented which may include bill payment, expense reporting, etc.
Ongoing Nonprofit Accounting Solutions and Services
Over the first several months, we will be coaching you and your staff. And when new nonprofit accounting processes arise, you’ll be in the know. Training is much more effective when it involves an actual scenario that pertains to your specific organization.
Let Us Prepare Your Form 990
Save time, money and stress. Let us prepare your Form 990. Schedule a consultation today.