Accountant Guide to Managing Nonprofit and Church Clients in Aplos
A specialized financial platform for nonprofits and churches can be a dynamic tool for your clients, especially with the assistance of a trusted accountant to advise them. This webinar serves as an in-depth guide on how you can use Aplos to manage your clients, including set-up, customized reporting, and client management options. This session is ideal for professional accountants and bookkeepers who are considering managing clients in Aplos and have at least a basic understanding of fund accounting principles and bookkeeping tasks.
Alex Acree, Head of the Customer Services Department of Aplos Software, has worked with hundreds of nonprofits and churches in setting up their accounts and building the reports they require and will give a detailed lesson on how to accomplish this for your nonprofit and church clients.
- Overview Aplos as a specialized solution for nonprofits and clients and the management platform available for professional accountants and bookkeepers
- Review common chart of accounts structures for nonprofit and churches and understand customization options, as well as administration options for streamlined chart of accounts set-up and roll-up reporting
- Gain advanced knowledge to implement dimensional reporting using tags and create popular customizations for specialized nonprofit financial reporting, including generating a Form 990 report
- Understand how to improve practice efficiency, including time tracking, task tracking, currency conversion, importers, automated transactions, and allocations
Instructor: Alex Acree, Head of Customer Services of Aplos Software
CPE Credit Eligibility Statement
Standards for CPE Program Presentation
Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 2 credit
Program level: Basic
Advance preparation: None required
Program Content Updated: 1/15/18
Aplos Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.Â Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Requirements for CPE Credit
Continuing education credits for webinars delivered in real-time can only be awarded to participants who have registered for and are logged in to the webinar as themselves, participated during the webinar, and submitted the evaluation form upon webinar completion. In the event of a technical failure and these requirements are not met, CPE credit will not be able to be issued.
If registered attendees have complaints or concerns about the webinar or their CPE certificate, submit these inquiries to the Aplos education coordinator at firstname.lastname@example.org. Complains or concerns by registered attendees will be responded to within three business days.
In the event of any date or time scheduling changes or cancellations made to a webinar, an email will be sent to all registered attendees prior to the time of the webinar.
All group internet-based courses are offered at no charge and as such are not eligible for exchange for cash value or refund.