All Posts By

Dawn Westerberg

Grant Management Software Solutions – Topic of February Nonprofit Enrichment Series

By | Nonprofit Enrichment Series | No Comments

February’s Nonprofit Enrichment Series will focus on the topic of Grant Management Software and how it can help position your nonprofit organization to win more grant awards.

Please join us online February 12, 2015 at 9:00am Pacific for ‘Grant Management Software Solutions’.
Register here

Choosing the right software solution for your organization can directly increase future funding.

Grant ManagementGrant Management software can help your organization share funding goals and objectives, reporting deadlines, fundraising budgets and allowable costs and indirect rates. Track all contact information and key funding data to allow your organization to know what is due with current funding sources and where we stand with all funding that we have applied for.

This software works directly with MIP Fund Accounting or can work stand-alone with any accounting package. Abila Grant Management software enables you to increase grant funding by optimizing operations, allowing your agency to better utilize its resources. Join this webinar to learn more about Abila software and how Welter Consulting can guide you through the whole process.

Free for nonprofit organizations – you may register here.

You might also be interested reading:
Software Simplifies Grant Reporting
Ten Do’s and Don’ts of Grant Management
Grant Management: Where to Find Opportunities

Vicki Welter, CPA has helped nonprofit organizations in Washington, Oregon, California, Wyoming and throughout the Western United States select and implement Fund Accounting, Fundraising, Grant Management and other software solutions. Vicki is a member of the Washington Society of CPAs and the Washington State Nonprofit Association.

Best Practices for Year End 1099 Reporting

By | Nonprofit Enrichment Series | No Comments

Year End Best PracticesAs part of the Nonprofit Enrichment Series, “Best Practices for Year End 1099 Reporting’ will be presented by Vicki Welter, CPA on Tuesday, January 20, 2015 at 8:00 a.m.

Best Practices for Year End 1099 Reporting

January 20, 2015 8-9am
Click here to register

Keeping up with the changes in tax regulation from year to year can be challenging! This 60 minute webinar details the information necessary for accurate 1099 reporting including: IRS requirements and penalties; when to use the 1099-Misc. form; and changes and current processing rules. We will also demonstrate streamlining advantages and tips for processing 1099’s with common non-profit accounting software like MIP Fund Accounting.

Best Practices for Year End 1099 Reporting is part of Welter Consulting’s Nonprofit Enrichment Series.

Other Welter Consulting resources for nonprofits:

Year End Training for Abila MIP Fund Accounting

By | MIP Fund Accounting | No Comments

W-2s: Let’s get ready!

Close-up of objectsAllow us to show you how a little preparation up front will make all the difference in making this year-end easy on you for W-2’s. Learn how to independently reconcile the information in your payroll system to ensure it has the right taxable income reported on employees W-2’s. Learn how to use Aatrix to quickly file your free federal copy and the various options to print and distribute employee copies. Earn 1.5 hours CPE for this on-line class.

Dates/Times:
Friday, January 2, 2015 1:00 PM – 2:30 PM PST – Register here
Thursday, January 8, 2015 8:00 AM – 9:30 AM PST – Register here
Thursday, January 15, 2015 1:00 PM – 2:30 PM PST – Register here

1099s: Are you ready for year-end?

In this class we will discuss best practices for setting up new vendors and learn how to review and correct the set-up for existing vendors in MIP for year-end reporting. Learn about key reports in MIP to review and verify vendor 1099 amounts before you start year-end processing. We will then walk through the filing process with Aatrix to file your free electronic federal copy and walk through the various options to distribute vendor copies using Aatrix and the benefits of each option. This class will give you the tools you need to make 1099/1096 processing easy.

Dates/Times:
Friday, January 2, 2015 3:00 PM – 4:30 PM PST – Register here
January 8, 2015 10:00 AM – 11:30 AM PST – Register here
Thursday, January 15, 2015 3:00 PM – 4:30 PM PST – Register here