Beyond the Ledger is a financial management workshop for businesses and nonprofits that want to better understand the numbers behind sustainable growth. The session explores why strong financial management goes beyond keeping books organized and how different financial roles can support planning, compliance, cash flow, and strategy. Attendees will learn the difference between a bookkeeper and a CPA and why an organization may need both, along with practical habits for tracking daily receipts and expenses and maintaining clean financial records for tax season. The workshop also addresses ways 501(c)(3) organizations can generate revenue through digital downloads, merchandise, services, and other sales opportunities while understanding related sales tax considerations. Designed for organizations at different stages of growth, the session provides practical financial information that can help participants better organize their finances and prepare for future decisions.

Registration: RSVP encouraged
Cost: Free
Format: In person