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
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 email@example.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