Training

Bring your staff up to speed quickly with online or in-person instructor-led training. You can find courses that cover all your accounting needs, from the basics to deep-dives into advanced topics.

Training

Bring your staff up to speed quickly with online or in-person instructor-led training. You can find courses that cover all your accounting needs, from the basics to deep-dives into advanced topics.

Online Training – Webinars

$295 per person / per class

(group rates available)

Expert-led classes cover a variety of need-to-know topics. Each class is four hours and divided into two sections. A complete class consists of both Section A and Section B. See current classes below.

Custom Online and On-Site Training

Please call (877) 696-0900 option 3 for pricing.

 

Get more personalized training tailored to your needs and your Chart of Accounts with the topics you choose. We offer both hourly web-based trainings or a per diem consultant to come directly to your site.

Fund EZ Webinar Classes

Date Time Class Class Description
Monday, October 19th 11:00 EST to 1:00 EST 101 Section A
  • Navigating the System
  • Understanding the Chart of Accounts
  • Transaction and Report Basics
Monday, October 19th 2:00 EST to 4:00 EST 101 Section B
  • Transaction Shortcuts
  • Adding Generic Data
  • Using the OCR Feature
Tuesday, October 20th 11:00 EST to 1:00 EST 201 Section A
  • All About Check Writing
  • A/P vs. G/L Check Writing
  • Recording and Reconciling Credit Card Entries
Tuesday, October 20th 2:00 EST to 4:00 EST 201 Section B
  • Client Billing
  • Purchase Orders
  • Using Budgets
Wednesday, October 21th 11:00 EST to 1:00 EST 301 Section A
  • Basic Reporting Features
  • Exporting Reports
  • Filter, Sequences, and Row Groupings
Wednesday, October 21th 2:00 EST to 4:00 EST 301 Section B
  • All About Custom Reporting
  • Content, Filter, and Option Tabs
  • Report Queues

“I have been using Fund EZ since about 2002 when I was hired as Controller for a non-profit. The system was already in place and I found the use of it to be very simple and direct. It gave me everything I needed and it wasn’t hard to get the end result. I moved on to a private, for profit business with multiple legal entities which had to be broken down into select cost centers, and again, I found Fund EZ to be the perfect solution. I set up a third business that deals in real estate and this works perfectly as well.”

John Lewin

“I have been using Fund EZ since about 2002 when I was hired as Controller for a non-profit. The system was already in place and I found the use of it to be very simple and direct. It gave me everything I needed and it wasn’t hard to get the end result. I moved on to a private, for profit business with multiple legal entities which had to be broken down into select cost centers, and again, I found Fund EZ to be the perfect solution. I set up a third business that deals in real estate and this works perfectly as well.”

John Lewin

There’s More to See

Fund EZ has been built around the needs of nonprofit accounting teams for decades. What’s listed here is only part of what the system can do.

Tell us how your nonprofit works, and we’ll show you how Fund EZ can help.

Schedule A Demo

Questions? Use our form below to get answers fast!