Software Solutions & Training Archive
3 Common Issues for Community Foundations and How to Address Them
How can community foundations best address the hurdles of donor engagement and retention, evolving community landscapes, and sophisticated investment management? Read More
3 Solutions to Improve the Effectiveness of Your Accounting/ERP System
Without a change management mindset, even a new accounting/ERP system won’t solve the underlying people and process problems. Read More
Top Four Finance and Development Collaboration Opportunities
The numbers provided by the finance and development departments at not-for-profits often do not match 100 percent – and they… Read More
Common Concerns and Solutions for Grantmaking Foundations
Foundations have experienced exponential growth in their philanthropy efforts and grant sophistication over the last 10 years. And… Read More
How to Tell if Your Wholesale Distribution Company Has Outgrown QuickBooks
QuickBooks is an effective accounting system for many companies. But our clients consistently ask us, “When do I need a new accoun… Read More
Beyond Tax Compliance and Consulting: How a CPA Firm Can Help Your Private Foundation
Many private foundations are already familiar with the tax assistance CPA firms can offer them. But the range of services availabl… Read More
Has My Wholesale Distribution Company Outgrown QuickBooks?
QuickBooks is an effective accounting system for many companies. But our clients consistently ask us, “When do I need a new accoun… Read More
COVID-19 Challenges and Solutions for Community Foundations
Community foundations are inherently complex due to the various types of funds they receive with different arrangements based on d… Read More
