TRAINING
Financial Training & Mentorship for Nonprofits
Managing your nonprofit’s finances can feel overwhelming—but you don’t have to do it alone. Our training and mentorship services are designed to strengthen your team’s financial knowledge, helping you build confidence in your processes, reporting, and decision-making.
We know that every organization is different, which is why our training is customized to fit your unique needs and challenges. Whether you’re looking to improve financial oversight, streamline bookkeeping, or empower your board with a better understanding of nonprofit finances, we’re here to help.
With deep expertise in nonprofit accounting, we make complex financial concepts easy to understand for staff, management, and board members alike. From one-time training sessions to ongoing mentorship, we’ll work with you to create a plan that fits your organization’s goals.
How We Can Support Your Team
Financial Literacy Training – Help staff and board members understand key financial statements, budgeting, and reporting.
Accounting System Training – Learn how to optimize your financial software and improve internal processes.
Internal Controls & Compliance – Strengthen your policies and procedures to protect your organization.
Grant & Restricted Funds Management – Get practical strategies for tracking, reporting, and staying compliant.
Budgeting & Forecasting Workshops – Build skills in planning, reforecasting, and adapting to financial changes.
Whether you need a deep dive into a specific topic or ongoing guidance, we’re here to provide clear, practical, and engaging financial training tailored to your nonprofit. Let’s work together to build a stronger, more financially confident team!
UPCOMING TRAINING
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WHY CHOOSE TRICIA DELLES, CPA
Deep Industry Knowledge
For 20 years I've worked with nonprofit organizations in a wide range of roles - auditor, tax preparer, consultant, bookkeeper and finance director. In these different roles, I've helped organizations design their chart of accounts and other tracking functions, assisted in researching and implementing new processes, and set up best practices in financial oversight and review. I've prepared 990's for a wide variety of organization types and worked to resolve issues with the IRS. I've also helped organizations through periods of staff turnover and through the recovery of a negative audit experience.
Passion for Organizational Success
I have a passion for working with small to mid-sized organizations and have extensive experience creating systems that work with limited administrative staff and financial resources.
There are so many organizations doing amazing work! I enjoy being able to help organizations fill critical needs in our community and beyond!