Accountant Guide to Managing Nonprofit and Church Clients in Aplos


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.

Learning Objectives:

  • 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

Our webinars follow the state board requirements for continuing education credit for NASBA, but we are not an official CPE sponsor for the NASBA. Please check with your State Board* which has final authority on the approval of courses for CPE credit. Credits may not be available in those states requiring pre-submission of the course by the sponsor. Other jurisdictions allow for an individual to submit applications.

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.

Standards for CPE Program Presentation

Instructional delivery methods: Live online webcast
Field of Study Category: Computer Software & Applications
CPE Credit: 1 credit
Prerequisites: Basic understanding of fund accounting and financial reports
Program level: Intermediate
Advance preparation: None required
Complaint resolution policy: Feedback can be submitted to marketing@aplos.com
Content Updated: 1/15/18

* Not eligible for CPE credit in the following states which require NASBA approved sponsors: Alaska, Arkansas, DC, Florida, Hawaii, Illinois, Kansas, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia

Alex is the Product Manager for Aplos; he works with the development team to make changes and enhancements to the software, and trains employees on any new additions. A patient teacher, Alex loves to break down IT and financial concepts to make them easy to understand and to apply to real life situations. In his lessons on Aplos Academy, he also draws on his degree in Business Administration and Management and experience serving at his own church.

2 thoughts on “Accountant Guide to Managing Nonprofit and Church Clients in Aplos

  1. I am unable to attend the webinair, have another churchmeeting that night. How can I receive a recording of the session?

    1. Hi Nancy! A recording of the morning’s webinar should be posted either the next morning or the following morning. We email all of the attendees to let them know when the recording is online, so even if you can’t make the webinar, register for it and then we’ll send you that link. Thanks for the interest and for reaching out!

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