QuickBooks Education Volunteer

Volunteer Opportunity

Why Volunteer

What You Bring

Time Commitment & Onboarding

Boundaries of the Role

Client Profile

Application Process

• About the role
• QuickBooks Education Volunteers help small business owners build confidence using QuickBooks and sound bookkeeping practices.
• Volunteers partner with WomenVenture’s Programs team to deliver accessible, practical education for growing small businesses ready to level up their accounting practices.
• This is a teaching and coaching role, not a professional services role. Volunteers do not provide accounting, tax, or legal services.
• Volunteers will be matched to projects based on interest, experience, and availability and work closely with the Programs team.
• Some activities may be volunteer-led while others support staff-led programming.

Available Volunteer Roles:

• Cohort-Based QuickBooks Trainer: Lead or co-facilitate WomenVenture’s monthly QuickBooks cohort training course using WomenVenture’s curriculum. Support participants through guided practice, discussion, and Q&A, and provide feedback on curriculum effectiveness.
• 1:1 Client Coach: Provide educational coaching to help clients use QuickBooks or other bookkeeping systems, improve accounting habits, review books, understand trends, and prepare for future planning using a “teach-with”, not “do-for” approach.
• Tools & Resource Developer: Support the creation or improvement of client tools and learning resources such as tutorials, guides, or templates.

Experience in bookkeeping, accounting, finance, or related fields

Expertise with QuickBooks

Ability to explain financial concepts clearly and patiently

Supportive, collaborative communication style

Experience working with small businesses

Time Commitment & Onboarding

A six-month commitment is required. Approximately 4–6 hours per month.

Orientation and onboarding are required before working with clients.

WomenVenture will offer ongoing support and check-ins.

Boundaries of the Role

Volunteers do not file taxes or prepare official financial statements, provide legal, tax, or compliance advice, or serve as a client’s accountant or bookkeeper of record.

All volunteer support is educational in nature.

Client Profile

WomenVenture is a Community Development Financial Institution (CDFI) serving women and gender-diverse entrepreneurs (18+) in Minnesota and Western Wisconsin who have been traditionally underserved by mainstream financial systems.

Many clients are low- to moderate-income, BIPOC and/or women entrepreneurs, early-stage or growing business owners, and not yet able to access traditional financing.

Clients are motivated to strengthen their financial systems to build sustainable businesses and become better positioned to access capital.

Completion of a confidentiality form and a background check is required.

Application Process

Interested applicants should submit their resume using the application link.