Cyndi Meuchel

Using Membership in Contacts
Membership allows you to manually keep track of a contact’s membership. It allows you unlimited membership levels and dues. From Contact Reports, you can then go to Membership Report which you can sort by tag and membership level. This will provide you with a Membership Report of who is unpaid, and if they have paid…

How to Settle HOA Disagreements
When you purchase a property that is managed by a Homeowners Association (HOA) or Property Owners Association (POA), you should make sure you understand the rules. Go through the Covenants, Conditions and Restrictions (CC&Rs). Whew, that’s a lot of acronyms! Maybe the CC&Rs don’t seem like a big deal at the time you purchase your…

Guidelines for importing your Contact list
Do you have a lit of contacts that you would like us to Import for you? Just follow these guidelines & use the attached template.

How to Track money allocated to individuals to spend (i.e Teacher Allocations)
Some groups allocate money to individuals to spend throughout the financial year and need to track who has spent what (i.e. Teacher Allocations/Grants). We’ll walk through how to do that in this article.

How to apply a Reimbursement toward an obligation
Watch Video If you owe someone a reimbursement and they want to use the money they are owed towards an obligation, create a transaction like this example: Back to the top

10 Banking Rules for Small Nonprofit Groups
Over our 17 years in business, we have learned a lot about best practices for nonprofit banking. When it comes to dealing with your money-whether cash or cash equivalents-having processes and guidelines in place can make all the difference in clean or messy books. Of course, these aren’t really official rules. We work with thousands of…

Generating Nonprofit Financial Statements for Your Small Group
So, you’ve been elected Treasurer for your PTA, Booster Club, Rotary or Sports League. Even if you aced accounting in college, this responsibility isn’t to be taken lightly. Providing a nonprofit financial statement is an absolute must. Here’s why. Your board members and/or key stakeholders need to know what has changed with the finances since…

Cash Flow Management for Clubs, Teams and Parent Groups
Simply put, cash flow management is tracking the money that comes in and out of your nonprofit. It’s one of the essential duties of a nonprofit treasure! If you don’t manage your cash flow, you are putting your nonprofit at risk of more than just cash shortages. Losing a donor or having to cancel a…