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

Standards for CPE Program Presentation

Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 2 credit
Prerequisites: None
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.  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.

Complaint Resolution
If registered attendees have complaints or concerns about the webinar or their CPE certificate, submit these inquiries to the Aplos education coordinator at marketing@aplos.com. Complains or concerns by registered attendees will be responded to within three business days.

Cancellations
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.

Refund Policy
All group internet-based courses are offered at no charge and as such are not eligible for exchange for cash value or refund.

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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