Bill
Forum Replies Created
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Laura
Also can you tell us what accounting system and what payroll system you are using?
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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,
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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.
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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.
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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.