Growing Nonprofit Implements Sage Intacct to Scale Operations
Growing rapidly and close to meeting their ambitious $10M capital campaign goal, Out Teach’s leadership team realized they needed additional resources to support the current and future needs of the organization.
It’s a Journey: Not-for-Profit Finance and Accounting Software Selection
By Jim Norton, CPA, Principal, Accounting Technology Services This article was published in the Fall 2022 issue of Connecticut CPA. If your organization is still generating manual reports, printing paper checks, and/or collecting antiquated expense reports, it’s time to revisit your finance and accounting software. Not-for-profits and associations are experiencing the same pain points as…
5 Best Practices for Multi-Entity Nonprofit Financial Management
Is your accounting team burdened by existing financial management processes? Learn how the right technology and implementation partner can make your accounting operations simple and efficient.
How a Growing Nonprofit Streamlined Grants Management
With unprecedented growth during the COVID-19 pandemic of extraordinary operational challenges, the Latino Economic Development Center (LEDC) needed to increase efficiency and improve access to data across the organization.
How a Small Energy Association Used Technology to Support Rapid Expansion
In just three years, the Clean Energy Buyers Association (CEBA) and its affiliate the Clean Energy Buyers Institute (CEBI) had grown from six employees to nearly 60. With growth, CEBA was managing over $10 million in annual revenue and representing over 300 members.
Enterprise-Quality Financial Planning and Analysis with Excel
By CTCPA Advisory Council Chair Jim Norton, CPA, GRF CPAs & Advisors This article was printed in the Summer 2022 issue of Connecticut CPA Magazine Go to most midsize or above business software pages right now and keep track of how many times they talk about “outgrowing Excel” and the urgent need to replace Excel….
Sage Intacct Financial Planning & Analysis
By Luis Rivera Financial Planning & Analysis (FP&A) plays a vital part in an organization’s ability to create accurate budgets and forecast trends. Companies remain consistently valuable and profitable with meticulous attention to financial planning and cash flow management. Many companies recognize the need FP&A, but have not been able to fully integrate this function…
5 Checklist Items for a More Effective Month End Process
By: Luis Rivera The end of the fiscal year is the most important closing period for most companies. To make this process smooth and efficient, organizations should have a well-planned month-end closing process in place. If done correctly, these closings can help your organization stay in good financial standing, as they allow you to track…
3 Tips To Improve Your Audit
By Luis Rivera, Client Success Advocate, Accounting Technology Services With the ever-changing digitization of the world bleeding into companies opting for work at home opportunities over the traditional in-office 9-5; it is no surprise that this has led to audits going paperless. Below are three tips to help improve your audits. 1. Utilize Dashboards Dashboards…
Moving Accounts Payable and Vendor Management Functions from Paper Trails to Information Superhighway
Another year has come to a close, and a new one starts. Trends and countless surveys are showing that forcing a return to 100% in-office work will not bode well for organizations. “The great resignation” is happening in part because talented team members know that they can find employee-first organizations who understand there’s no reason…