QB Talks March: "Pro Tips" for Nonprofit Niche Practices

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Speaker: Gregg Bossen, CPA

Host: William "Murph" Murphy

March 18, 2026 at 2:00 PM EDT

If you specialize, or are looking to specialize, in Non-Profit Entities for your Advisory Practice, this webinar will provide you with information you need on how to best serve those entities. Gregg Bossen, CPA will share valuable Tips to not only benefit your clients but benefit your own niche practice by increasing your value as a trusted advisor.

Learning Objectives:

Upon completion of this one-hour webinar, participants should be able to:

• Know the 3 most common data points that nonprofits need to track and why
• Design a basic nonprofit data file in QBO to track those 3 data points
• Understand and anticipate the biggest pain points in dealing with nonprofit clients
• Quickly determine the IRS filing requirements for a given nonprofit client
• Easily get a nonprofit client out of penalties for late filings

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CPE Credits: 1

Subject Area: Specialized Knowledge

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free