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Becoming a member

Join our members to receive these great benefits!

membership

  • Virtual Meetings - no charge
  • Post professional profile on website
  • Access to bookkeeper job listings
  • Networking with other members
  • Access to recorded presentations and resource documents
  • CPE Credits - for virtual meetings (upon request)
  • Mentoring Opportunities

Non-membership

  • Virtual Meetings - $20
  • View professional member profiles
  • Post a bookkeeper-wanted job listing

BENEFITS

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Virtual Meetings

Virtual meetings are held on the third Friday of each month from 12:00–1:00 PM, with no meeting scheduled in December. Attendance is free for members, while guests are welcome to join for a $20 fee. Meeting announcements are shared monthly on the website and by email.

Job Posts

All job postings received by the network are shared with members, and any member may apply directly to the employer. To uphold the network’s professionalism, members should be prepared to provide supporting materials upon request, such as a professional website, certifications, references, or a résumé.

Networking/Member Forum

Networking – Both in-person and virtual meetings provide opportunities for collaboration, fresh perspectives, and new ideas. Whether connecting with like-minded professionals or learning from them, these interactions offer a welcome reprieve and can be surprisingly rejuvenating.

Member Forum – Members also have access to a professional forum where they can post questions, share insights, and connect with others in the network on topics relevant to their business.

Resources/Mentoring

Resources – Recordings of all virtual meetings, along with any supporting materials shared by presenters, are available on the members-only resource page.

Mentoring – Many long-time members are open to guiding or even hiring newcomers to the field. Mentorship is encouraged both for those willing to share their experience and for those seeking support as they grow in their careers.

Annual Dues

Annual dues are $125, and membership begins on the date you join. Membership is individual and applies to one person only; it does not extend to employees, family members, co-workers, organizations, or businesses. Non-members and guests are always welcome at meetings.

Application and Payment

To become a member please click the Become A Member link. After completing the application and paying dues, you will gain permission to post your own professional listing on this website, access resource material and other benefits listed.

Upcoming events

    • 19 Sep 2025
    • 12:00 PM - 1:00 PM
    • Zoom
    Register

    5 Key Ways That Non-Profit Bookkeeping Is Different

    with Megan Tarnow

    When: Friday, September 19th

    Time: 12pm

    Where: Zoom




    Beyond Basic Bookkeeping: Working with Nonprofits

    Nonprofits may keep books, but they operate under a unique set of rules. This session takes a practical, big-picture look at what sets them apart—from having no owners to following GAAP, accrual accounting, and functional expense reporting. We’ll explore common revenue models, why “profit” isn’t a dirty word, and the key considerations that distinguish nonprofits from other small businesses. You’ll also walk away with strategies for finding and connecting with nonprofit clients who need your expertise. Whether you’re exploring the sector or considering expanding your practice, this session will help you see beyond the basics.

    Megan Tarnow
     is a nationally recognized expert in nonprofit accounting and QuickBooks, known for turning complex financial concepts into clear, actionable strategies. As the founder of The Mobius Group — a nonprofit-focused bookkeeping practice she led for 21 years before selling in 2021 — she helped mission-driven organizations create accurate, audit-ready financials that truly supported their work. Now at DaisyBee Consulting, she empowers accountants and bookkeepers to better serve their nonprofit clients. A frequent speaker at industry conferences, Megan is a Certified Nonprofit Accounting Professional, a Top Niche ProAdvisor award recipient, and the leader of a vibrant online community of over 13,000 nonprofit finance professionals. With a background that blends hands-on accounting, systems design, and a healthy dose of humor, she’s on a mission to make nonprofit finances accurate, actionable — and a lot less scary.

    • 17 Oct 2025
    • 10:00 AM - 11:30 AM
    • Vivalon: 999 3rd Street, San Rafael, CA 94901 (2nd Floor)
    Register

    Professional Development: Smarter Solutions for Tough Problems

    with Russ Powell

    When: Friday, October 17th

    Time: 10  - 11:30 am

    Where: Vivalon (2nd Floor)

    999 3rd Street

    San Rafael, CA 94901



    From Band-Aids to Breakthroughs: A Simpler, Smarter Way to Solve Tough Problems  

    Bookkeepers often feel pressure to jump straight into action—whether tackling challenges in their own business or helping a client navigate theirs. But lasting solutions require a different approach. This session introduces a powerful, repeatable framework for tackling tough challenges—one that emphasizes clarity, collaboration, and results that endure.  Instead of relying on intuition or patchwork fixes, you’ll learn a structured way to slow down, examine what’s really happening, and bring multiple perspectives into the conversation. This approach not only leads to practical solutions people can implement and sustain, it also helps you avoid blind spots, reduce wasted effort, and build stronger trust—both within your team and with your clients. You’ll leave with a dependable method to approach complexity, cut through confusion, and lead with confidence. 

    In preparation for this session, please come ready to share (in a small group):

    • A difficult conversation you are preparing to have 
    - or -
    • A recent challenging conversation that did not go as well as you had hoped or became emotionally charged


    Russ Powell - Leadership Development Consultant

    Russ Powell is a Leadership Development Consultant, who equips leaders with practical tools to communicate clearly, solve problems collaboratively, and make confident decisions that stick. Over 150 tech startups and other businesses—including Fortune 100 companies in 15 countries—have trained their leaders in Russ’ foundational workshop Leadership and the Middle Path. The program has proven so impactful that some investors have required startup teams to complete it as a condition for funding.

    Through workshops and coaching, Russ has helped organizations save time, boost productivity, and strengthen team dynamics. His work is especially valuable for technical experts moving into management and for founder-led businesses ready to scale with clarity and trust.

Past events

15 Aug 2025 AI for Bookkeepers: From Curiosity to Capability
18 Jul 2025 Settle: Integrated Finance and Inventory Platform
20 Jun 2025 A2X: Ecommerce Platform
16 May 2025 Join us for an IN-PERSON Event with the Brilliant Leslie Shiner!
18 Apr 2025 Roundtable - Ask. Share. Grow.
21 Mar 2025 CorpNet Partner Program
17 Jan 2025 Connect & Collaborate!
15 Nov 2024 John Morre - Ask a CPA!
18 Oct 2024 Anchor - Client Onboarding and Invoicing Services
20 Sep 2024 Canva - with Ken Dickinson
16 Aug 2024 Leslie Shiner - Creating an Executive Dashboard
19 Jul 2024 ADP - Payroll Services and Partnership
21 Jun 2024 The 3 Top Mistakes Professionals Make on LinkedIn
17 May 2024 Round Table - Engagement Letters
19 Apr 2024 Ramp App
15 Mar 2024 Social Security - Obscure Rules That You Should Know
16 Feb 2024 Keeper App - A Workflow Solution
19 Jan 2024 Sharing Ideas About Workflow - A Roundtable Discussion
17 Nov 2023 How To Leverage AI Tools To Streamline Your Work
20 Oct 2023 1099K Rule Review for 2023
15 Sep 2023 UNCAT - the App
18 Aug 2023 Tech 4 Accountants - Andrew Lassise
30 Jul 2023 CANCELED MBN In-Person Social
21 Jul 2023 Excel For Bookkeepers - with Ken Dickinson
16 Jun 2023 Geni Whitehouse
19 May 2023 Marin Bookkeepers Annual Round Table
21 Apr 2023 Leslie Shiner
17 Mar 2023 Mailchimp
17 Feb 2023 Onboarding and Terminating Employees
20 Jan 2023 Divvy, Expense Management and Business Budgeting
18 Nov 2022 Assessing and Pricing New Clients
21 Oct 2022 Inflation Reduction Act and More
16 Sep 2022 Sales and Use Tax, A Visit from the CDTFA
19 Aug 2022 Google Workspace presented by Ken Dickinson
15 Jul 2022 Leslie Shiner
17 Jun 2022 Rountable
20 May 2022 David Glantz
15 Apr 2022 Geni Whitehouse “Lessons from Covid”
18 Mar 2022 Client Onboarding
18 Feb 2022 Lets Learn about Xero with Kelly Hierlmeier (click here to register)
21 Jan 2022 John Morre
1 Dec 2021 No meeting in December
19 Nov 2021 Ergonomics In The Workplace with Heather Santos
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