Help for Nonprofits

From starting up to making sure your nonprofit succeeds, J. Conklin Consulting has the experience and knowledge to get you on the right path. Having assisted numerous nonprofits, J. Conklin Consulting knows what is necessary to help your organization. We love helping others and know that you do as well. Here are just some of the many ways our services and QuickBooks can help your nonprofit organization:

  • Donor Tracking
  • Expense Reporting
  • Program Income
  • Control Restricted Funds
  • Fundraising Expenses
  • Fundraising Success
  • Grant Preperation
  • Capital Campaigns
  • Stakeholder Reporting
  • Annual Reports
  • Information Management
  • Donor List Building
Help for Nonprofits

Grant Preparedness

Be prepared for any questions that may arise regarding grant funding. Setup properly, QuickBooks can provide detailed financial reports that can be combined with other essential information to define specific examples of how being awarded grant funding can help further the mission of your organization. Feel confident that your financial information and examples are compiled correctly and efficiently.

Restricted Funds

Has a donor ever made a contribution to your organization with specific instructions on what they want their funding spent on? QuickBooks can be configured to keep your restricted funding separated and allow you to track detailed transactions on where and when the money was spent.

Capital Campaigns

Capital Campaigns typically last 2-5 years. QuickBooks can be setup to track pledges, automatically generate pledge reminders, and track donor payments over the entire campaign.

Pledge Drives / Annual Appeals

Not only can QuickBooks keep track of your donations in dollars, but also who made the donation. As your donor list continues to grow each year, you can easily export the list into Microsoft Excel which can be used for mail mergers and email marketing campaigns.

Event / Fundraiser Tracking

Successful fundraisers for most organizations are critical to providing the funding needed to operate the organization. Events can be a way to communicate the organizations mission, vision, and what benefit you provide to stakeholders. In any case, operating the fundraiser or event, within a budget and keeping detailed information of income and expenses can let you know how successful your fundraising efforts were.

Donor Information Management

With thousands of nonprofit organizations all competing for donors to contribute to their organization, knowing the who, what, when, where, and how about your donors is imperative to your marketing strategy. We can provide you with the essential information to keep your current donors and find new ones.

Stakeholder Reporting / Annual Reporting

QuickBooks provides easy to read financial reports that can be used to showcase financial information to donors, board members, grantors, clients, members, and more. This is a great way for you to show all the parties involved that your organization takes fiscal responsibility seriously.

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Setup Your Nonprofit for Success with QuickBooks!