Forum Replies Created

Page 1 of 2
  • 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.

Page 1 of 2

Join a space designed to foster support, inclusivity, and respect for every voice.

Ask questions, share experiences, and connect with peers and experts who value your insights. Your contribution is invaluable - forum members bring a wealth of knowledge and experience, crucial for mutual growth and learning. We cherish your expertise and would love to have you enrich our forum! Let's build together, learn together, and support one another.