Episode
Decoding Nonprofit Finances: Hiring a Bookkeeper, Collaborating and Key Metrics with Kelsey Gleason
- Podcast
- The NonProfit Nook
- Published
- Jun 23, 2026
- Duration seconds
- 2107
- Processing state
not_requested
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Summary
Navigating Bookkeeping for Nonprofits: Tips, Tools, and Best Practices In this episode of The NonProfit Nook, host Wendy Kidd is joined by Kelsey Gleason, co-owner of Educated Bookkeeping, to explore the distinct challenges and strategies of bookkeeping for nonprofits versus for-profit businesses. They discuss the importance of understanding financial reports, customizing chart of accounts, and the significance of training and quality control for volunteer bookkeepers. They also cover practical tips on selecting a professional bookkeeper, using QuickBooks features like classes and projects, and highlight a crucial financial metric every nonprofit board should monitor. The episode aims to provide real tools and strategies to help nonprofit leaders and boards manage their finances more effectively. Links: https://www.educatedbookkeeping.com https://www.instagram.com/educatedbookkeeping/ https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook https://thenonprofitnook.com/ https://www.youtube.com/@BossLevelEngaged https://www.instagram.com/thenonprofitnook/ 00:00 Introduction to Nonprofit Bookkeeping 01:28 Meet Kelsey Gleason: From Teacher to Bookkeeper 02:05 Challenges of Nonprofit Bookkeeping 05:03 Advice for Small Nonprofits Without a Bookkeeper 05:49 Training and Software Recommendations 10:27 Hiring a Professional Bookkeeper 18:59 Understanding Financial Reports 22:08 QuickBooks Tips and Tricks 26:33 Final Thoughts and Key Takeaways 30:37 Conclusion and Farewell Mentioned in this episode: Enji