TEL (206) 525-5170
1701 NE 104th Street
Seattle, WA  98125-7646











nonprofit financial specialists  
serving the Puget Sound  
community since 2000  
Seminars
We offer low-cost seminars periodically on topics of interest to individuals involved with nonprofit finance including accounting personnel, executive directors, and board members.  We can also design a seminar specific to your organization's needs.  And, beginning in Fall 2017, we are pleased to announce our new webinar training series.  If you would like to receive notifications of upcoming seminars, or would like us to present a seminar on a finance-related topic to your organization, please Contact Us.
In-person Seminars
Thank you to all who attended our in-person seminar on the the New Revenue Recognition Standards and how they apply to nonprofit organizations!  If you were unable to attend, we are also offering a webinar covering the same material on Thursday, November 8, 2018 from 10 am - noon (sign up HERE).
Webinar Learning Series
We are pleased to present our 2018/2019 Nonprofit Learning Series!  Sessions are taught by J&A staff, last 2 hours (from 10 am - 12 noon Pacific Time), and qualify for continuing professional education.  The cost is $25 for each session.  Click HERE for the 2018/2019 Learning Series Flyer.  To be notified of upcoming webinars, please Contact Us.
The series includes:
New Revenue Recognition Standards - Thursday, November 8, 2018 (sign up HERE)
Board Member Basics - Tuesday, December 4, 2018 (sign up HERE)
Managing Restricted Net Assets - Thursday, March 14, 2019 (sign up HERE)
Nonprofit Expenses - Thursday, June 6, 2019 (sign up HERE)
View all the sessions HERE.
Webinar Recorded Sessions
Unable to attend a webinar training session?  You can still listen to a recording of the session and receive the course materials.  Each session is available for purchase for $25.  NOTE: CPE is NOT available for the recorded session.
Recorded sessions currently available:
Nonprofit Finance Essentials: Finance 101 -  purchase HERE 
Internal Controls for Small Nonprofits -  purchase HERE
Preparing for the Audit - purchase HERE
Nonprofit Reporting Standards - purchase HERE
Budgeting - purchase HERE
Building Better Reports for Users - purchase HERE
Financial Leadership - purchase HERE
Understanding the IRS Form 990 - purchase HERE
Feedback from our 990 Seminar
 
“I have a better understanding of what the 990 reports and why I need to gather the required info.  I would recommend this particular seminar to any bookkeeper who must do the prep work for the 990's.  I am just no longer overwhelmed by the whole process or the form thanks to your seminar. ”  Cass O'Callaghan, Bookkeeper

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Header photo by Jennifer Haddon

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