The Herzog Foundation has invited me to give two virtual training sessions on Financial Management for Homeschool Organizations
These virtual training sessions are free. The Foundation’s goal is to provide training to homeschool group leaders free of charge, you just have to commit the time. 
Monday March 24, 2025 at 8 pm ET/7 pm CT, 6 pm MT and 5 pm PT for Part 1
Monday March 31, 2025 at 8 pm ET/7 pm CT, 6 pm MT, 5 pm PT for Part 2
The events will be live. They will not be recorded. You will be sent a copy of the slides. There is also a chat feature so you can ask questions.
The topics I will cover:
Part 1 on Monday March 24, 2025 at 8 pm ET/7 pm CT for two hours
Funding Sources
- Types of homeschool group
- Setting tuition and discounts
- Donations
- Fundraisers
- Grants
Budgeting
- Chart of Accounts
- Creating a budget
Financial Reports for Homeschool Groups
- Profit and Loss better called Statement of Activities
- Balance Sheet better called Statement of Financial Position
- Helping your board understand a financial report
Part 2: on Monday March 31, 2025 8 pm ET/7 pm CT for two hours
Financial Practices
- Record keeping
- Reimbursements and Accountable plans
- Collecting early deposits for next year
- Paying workers as employees or independent contractors
- Thanking volunteers
Preventing fraud
IRS and State taxes
- Tax Exempt Status
- Maintaining tax exempt status
- Annual reports to your state
DETAILS and REGISTRATION LINK
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Carol Topp, CPA
HomeschoolCPA.com
Helping Homeschool Leaders