Customized education and training for nonprofit organizations that cover board members, staff, accounting software for budgeting funds, and more.


Sometimes, when people join a board or select members to be on a board of directors, the selected person might not realize they have tangible responsibilities. Being on a fiduciary board is more than supervising an organization; there are decisions that need to be made to further the cause of the organization.

Our team can train board members on their roles and responsibilities to support your nonprofit organization. This service is designed to help alleviate stress from others such as the Executive Director because, rather than the ED having to tell the board what job they are and aren’t expected to be doing, our experts come in and educate your board members on what their responsibilities are so everyone understands their role.


Each training can be customized to your organization's needs and priorities, so please reach out to us for more information!


We offer training for some of the most popular and accessible software such as Quickbooks.


Book one of our CPAs to speak at your next event! We do webinars, in-person events, and Zoom presentations.


Let us keep your accounts updated to industry standards and alleviate one more task from your workload.

Along with training board members, we can train staff on various matters including relevant software and accounting information. This means that if your bookkeeper needs additional training, we can help. This also means that if new laws are being passed that affect the organization directly or indirectly, we’ll be able to keep you up-to-date. We understand you’re busy, and our primary concern is to alleviate your workload by handling the matters that we know we can handle.

Contact us today to discuss your specific education needs

Get in-touch with the Smith Marion & Co. team today to schedule your free consultation.