Complete these steps to get the most out of Taproot Plus

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Express your interest and select the time you would like to schedule a conference call with the nonprofit.

PREPARE

Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.

START

You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
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Crescent City Cafe
New Orleans, Louisiana
Accounting & Finance

Posted
Member since 2021-01-25

This session is currently inactive, and cannot accept applications at this time.

Tips for getting the most out of your session

Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.
Make a list of questions you have to clarify your understanding of their challenge.
Have the mindset of keeping the call focused on an issue that can be addressed in a 1-hour consultation, and steer the nonprofit to tangible next steps.

Session Overview

We are a small nonprofit using excel for financials. We recently purchased Intuit Quickbooks online on advice that it would be easy to make it work for our needs. While working the transfer, we now feel it would be more beneficial to purchase the Intuit Quickbooks license catering to nonprofits. We would like advice on whether we should use the online version or purchase the nonprofit version.

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Nonprofit Overview

We are inspired to serve with dignity those who are poor and marginalized while providing opportunities for individuals to aid our community, build relationships, and connect with one another through sharing a meal.

Skills

Cpa
Accounting
Quickbooks
Financial analysis
Cost analysis