Sessions

Step 1: Claim

Read the topic for the session this organization has requested. If you're able and available to consult, claim this session to schedule the call.

Step 2: Prep

Check out the tips and resources provided to make the most of your one-hour session with the organization.

Step 3: Consult

Help the organization brainstorm, troubleshoot, and diagnose challenges in your 1-hour consulting session with them.

Nonprofit Overview

The GFO exists to promote genealogy and to provide genealogical education, to preserve and provide genealogical and historical resources, and to compile and publish within the genealogical community.

Session Overview

We would like to consult an accounting for advice on filling out the LONG form 990 IRS return. This is our first year to hit threshold that requires the long form. Many questions on this form address the organization, not financials. Does answering "No" act as a red flag? PS: Please call my cell, not the office. Best # is 503-784-3571.

More...
cpa
Cost analysis
Accounting
Financial analysis
Quickbooks
Genealogical Forum of Oregon Inc.
Accounting & Finance
Portland, Oregon

Member since 2019-08-13

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.