Live webinar

Your nonprofit follows the rules. But can you prove it?
🎓 1 hour of CPE credit available

September 22, 2026, 2 p.m. ET / 11 a.m. PT

Every dollar you spend has a rule attached to it. Here's how to show you followed it.

Knowing the rules is the easy part. Proving you followed them is where it gets hard.

Proof that you followed your own rules means showing who approved a cost and which fund it came out of. Reconstructing that eight months later, from memory and an inbox, is the part nobody budgets time for. There's still about a quarter of the fiscal year left, which is enough time to change how this works. That's what the session is for.

Who's teaching this?

Gregg Bossen has spent 25 years teaching nonprofits how to run their books in QuickBooks. More than 4,500 seminars, over 65,000 people trained, and he currently teaches for more than 30 state nonprofit associations. He's also a practicing CPA. His firm files around 175 nonprofit returns a year and performs around 40 nonprofit audits, so he's the one sending the document requests he'll be talking about.

QuickBooks Made Easy for Nonprofits
WHAT YOU'LL TAKE AWAY
What gets asked for, and how to have it ready.
✓ Which requests keep coming back for more, and what a complete answer looks like the first time
✓ Why proving an approval happened is harder than proving a payment did
✓ How to separate duties when there are only two of you
✓ Where the gaps sit that let a fake vendor scheme run for years inside a real organization
✓ How to tighten this year's records while there's still time to do it

Who should attend:

Nonprofit and charity finance teams, treasurers and board members, and the accountants and bookkeepers who support them.

Speakers

Matt Lowry circle
Matt Lowry
Chief Revenue Officer | ApprovalMax
Gregg Bossen
Gregg Bossen, CPA
Founder | QuickBooks® Made Easy™

Register and we will send you our checklist of what a nonprofit should have on file.

September 22, 2026 2 p.m. ET / 11 a.m. PT