• Providing a check list for use in assessing new accounting systems

  • Assistance understanding the capabilities of Financial Edge in detail​

  • Assistance understanding the modules available in Financial Edge and relevance to your operations

• Assistance setting up policies and procedures for daily operations

• Review and analyze spendable policy and payout rates

• Assessing endowment fees

• Assessing current processes and assistance transitioning those processes to new systems

• Providing a check list for setting up new accounting systems

• Assistance setting up customized reports

  • Budget reports​

  • Financial reporting

  • Donor reporting

  • Operational reporting

  • Management reports

  • Investment reporting

  • Custom Visual Chart Organizers (VCOs)

• Guidance for allocations​

  • Investments​

  • Fees

  • Spendable

• Observing current processes and recommending ways to make those processes more efficient

• Assessing internal controls and making recommendations for improvements

• Transitioning payment method from paper checks to electronic funds transfer

• Record Management and Cleanup

• Project Management - set up and maintenance

• Maximizing use of attributes in Financial Edge

• Pledge valuation

• Events - processing and recording

  • EventBrite​

  • BiddingforGood

• Real Estate - tracking and reporting​

• Debt - reporting

• Creation and operations of subsidiaries (LLCs)

• Creation and revisions of accounts payable policies.

• Creation of accounting forms and checklists

  • Deposit forms​

  • Check request forms

  • Transfer request forms

  • New Account/New Project set up

  • Cash Advance Forms

  • Accounts Payable Forms

    • Meals​

    • Mileage

    • Honorariums

• Credit card use - policies and management​​

• Budget Preparation

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Please contact us if you need assistance with any of the above or something that is not listed.