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  • Bill

    Member
    August 5, 2024 at 1:35 pm in reply to: Programmatic Budget

    Laura

    Also can you tell us what accounting system and what payroll system you are using?

  • Bill

    Member
    May 30, 2024 at 1:29 pm in reply to: Managing Operating Funds

    My recommendation is always to have as much cash deployed at local institutions as possible. Utilizing sweep accounts, CD’s, and local saving accounts should generate 4.5% or so,

  • Bill

    Member
    March 5, 2024 at 3:43 pm in reply to: CRMs and Donor Platforms – What are your experiences?

    I have used Neon. It sucked.

    Donor Perfect is a good system. I would also say that if you can find a system that has an integration with your accounting system it will ensure that your number come closer to matching and make the reconciliation much better.

  • Bill

    Member
    March 5, 2024 at 3:40 pm in reply to: How to recruit board members with finance experience?

    My advise is ask. So send something out through your email list. Basically post a position. I agree that Nonprofit CFO’s would be ideal also make sure that you have a clear job description for the position. That will help anyone who is interested. Other options are potentially city staff, young professional groups, and chambers.

  • Bill

    Member
    January 18, 2024 at 1:45 pm in reply to: The Painful Path of QB Desktop to QBO

    Having been in all sizes of orgs and gone through the transitions here are some recommendations.

    Payroll: don’t use QB for Payroll. Look at other payroll/HRIS systems out there. I really liked Paylocity but there are others.

    In the NPO space there are other options including Aplos that I really liked.

    If you end up having multiple people in the accounting function look at other ERP’s like Netsuite or Intact.

    If you use QB I highly encourage the use of other systems. Inventory can be managed in a good POS. Donor data in a good donor management system. Payroll is a good HRIS.

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