Bookkeeping and Accounting Automation
Online and on-demand lessons and tools
Just $29 + HST
Summary
Training Objectives & Format
Build confidence, gain skills and knowledge, and access tools:
Training Objectives
- Learn about automating bookkeeping and accounting functions
- Learn about understanding bookkeeping pain points and bottlenecks and how they can be addressed through automation;
- Understand the benefits to automating manual, transactional processing work
- Get inspired by hearing from nonprofit leaders on the wide range of ways and benefits of automation
- See lesson and webinar details below and the takeaway tool.
Format
- 1 video lessons
- 6 bonus webinars
- Under 4 hours viewing time (all 7 videos)
- 1 takeaway Guide "Accounting Automation: Why, Who, What, When, and How" includes sample template exercises / worksheets
- Online self-paced videos
- You can take the course anytime and anywhere – all you need is an internet connection
Why take this course?
- Maybe you were placed in a leadership role or a finance position without training in finance and don't know what can be automated
- Maybe you don't know what the benefits of automating bookkeeping and accounting functions are, and how the time-savings can be used to strengthen finance leadership.
- Maybe you would like to see a sample process on how to go about sourcing and selecting automations
- Maybe you don't know who should be involved in the process to assess which automations should be considered
- Maybe you're super busy and just need someone to inspire you, to provide you with tips and a sample process to make this process easier for you
- Maybe you heard how Betty makes finance easy to learn and understand. 🙂
Who is this program for?
- Nonprofit Executive Directors/CEOs, COO/ Operations
- Nonprofit Finance Staff including CFOs, Directors, Managers
- Leaders representing small to large nonprofit and charitable organizations
- Ready to Expand their knowledge: Staff leaders that are ready to explore automating bookkeeping and accounting functions
- Confident and Satisfied: Nonprofit leaders that want to feel more confident in how to go about automating bookkeeping and accounting functions
All the content and none of the stress
In the this program and you’ll gain confidence, skills, resources and knowledge in nonprofit finance.
ENROLL NOW
In The Next 2 Months, You Could…
- Finally feel more confident going about automating accounting functions
- Receive quality training from instructors and nonprofit leaders
- Access to a takeaway tool to help you hit the ground running!
Training
Automating Bookkeeping and Accounting
You Are Ready ?
This is an online and on-demand training program designed to provide Canadian nonprofit leaders with increased skills and confidence in reading and understanding nonprofit financial statements. This program includes:
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On-demand self-paced lesson and webinars
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1 video lesson
-
6 webinars
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1 takeaway guide
What's the Curriculum?
Curriculum
Lesson
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Booking and Accounting Automation
Bonuses
- Setting Your Team Up for Success Managing the Change of Digital Transformation in Bookkeeping and Financial Management (25 Minutes)
- Tips and Traps to Avoid When Banking Online (53 minutes)
- What Did We Spend How QuickBooks Online Can Help Track and Report on Grants and Other Funding
- ABCs of Robotic Process Automation (RPA) - Automate Data Management and Create Customizable Real-Time Reporting for Free (41 minutes)
- What is Enterprise Resource Planning and How Can it Help a Nonprofit Organization (33 Minutes)
- Technology Deficit is Problematic for Your Organization's Sustainability (41 Minutes)
Resources – Tools – Excel Templates
- Guide - Accounting Automation: Why, Who, What, When, How
This Training Program Is For You If...
- This program is only available for staff members of Canadian non-competing nonprofit organizations.
- You are ready to learn about automating accounting and bookkeeping functions
- You want to learn how to go about sourcing and selecting accounting automations and who should be part of the process and why.
- You are not sure of the benefits of automating accounting.
- You want to be inspired by learning about various ways nonprofits are automating bookkeeping and accounting.
- You want to feel more confident about going about automating accounting and bookkeeping functions.
Executive Director, Evangel Hall Mission - ehm
Ainsley Chapman
The course was one of the single highest value training I've received in my leadership career. It shifted how I think about financial planning, and also provided ample tools I could use to apply this thinking. It allowed me to think across departments, and build capacity of departmental leaders/managers. It enabled me to plan 3-5 years ahead, not just annually. It increased my confidence and ability to meet with the finance committee of the board, and work as a team.
"The Finance Masterclass should be mandatory for all Executive Directors, CEOs and Finance Directors. I wish I had taken it 20 years ago!"
- Janet McCrimmon
CEO, Strides Toronto
" I am so pleased to begin the implementation of all that I have learned.
I highly recommend this program for all ED's and Finance Officers in the non-profit sector. It's life changing!"
- Roslynn Baird
Executive Director, Indigenous Diabetes Health Circle
"You will not find a more relevant finance training for nonprofits!
Betty is so knowledgeable and the tools and resources are invaluable."
- Gemma Dunn
Executive Director, ECVO
Bookkeeping and Accounting Automation (with Guide!)
Lesson: Automating Accounting and Bookkeeping Tool: Accounting Automation: The Why, Who, What, When, Where and How Guide Bonus Webinars: Setting Your Team Up for Success Managing the Change of Digital Transformation in Bookkeeping and Financial Management (25 Minutes) Tips and Traps to Avoid When Banking Online (53 minutes) What Did We Spend How QuickBooks Online Can Help Track and Report on Grants and Other Funding ABCs of Robotic Process Automation (RPA) - Automate Data Management and Create Customizable Real-Time Reporting for Free (41 minutes) What is Enterprise Resource Planning and How Can it Help a Nonprofit Organization (33 Minutes) Technology Deficit is Problematic for Your Organization's Sustainability (41 Minutes)
$29.00 CAD
Register Now
Ready to strengthen your knowledge, skills and boost your confidence in nonprofit finance?
- On-demand self-paced lessons
- 7 online lessons/webinars - approximately four hours of training
- 1 takeaway tools - how to guide
Additional Training and Resources
Online Training:
Finance Masterclass for Nonprofit Leaders
This 5-star rated certificate-based program includes on-demand lessons, 23 tools including 10 additional bonus tools.
Just the Tools:
Finance Masterclass Tools Only -
Receive just the tools from the Finance Masterclass for Nonprofit Leaders
- 21 takeaway tools and resources in total.
Just the Tools:
Executive Director Finance Leadership Tools
Receive 20 premium non-profit finance takeaway tools and resources specifically designed for Nonprofit Executive Directors.
No lessons, just the tools!
Just the Tools:
Finance-Related Job Descriptions and Job Function Assessment Tools
Why draft job descriptions and assess job functions from scratch when you can receive ready-made tools that you can quickly customize?