Complete these steps to get the most out of Taproot Plus


Express your interest and select the time you would like to schedule a conference call with the nonprofit.


Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.


You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
Santa Fe, New Mexico
Accounting & Finance

Member since 2023-11-03

Session Overview

We need advice on how to QuickBooks. We are a small (2-person) fiscally-sponsored project based in northern New Mexico. We are hoping to eventually transition to 501c3 status, but before we do, we want to ensure that we are ready to handle the finances independently. I (Noah) have been doing all of the financial tracking in a makeshift Google Docs spreadsheet (I'm not a trained accountant) but have heard QuickBooks is better and that we should find someone to help us learn how to use it (specificities of what to track and how, and what needs to be submitted as far as taxes).

The desired outcome of the meeting: Noah has a beginner's understanding of how to track finances using QuickBooks.


Nonprofit Overview is a coalition that promotes healthy relationships between humans and the environment by supporting and facilitating unifying actions, education, and conservation around northern New Mexico.