CAS for Nonprofits: Tech Stack Insights and Lessons Learned

Описание: Thinking about launching or scaling your Client Accounting Services (CAS) practice for nonprofit organizations? You need a rock-solid tech stack and a proven process.

Join CAS expert, Jenny, as she shares invaluable insights and lessons learned from years of building and running a successful outsourced accounting department for nonprofits. This deep dive covers everything from choosing the right general ledger to creating a simple, scalable, and secure technology foundation.

What You Will Learn:

The Non-Profit CAS Model: Get clarity on the full-service, outsourced accounting approach and how to communicate its value to nonprofit clients.

Critical Tech Stack Components: See examples of "good, better, and best" tech stack options, and the importance of having the right tools for compliance, internal controls, and segregation of duties.

Deep Dive into Key Software: Jenny shares her experience and best practices for popular apps in the nonprofit space, including:

General Ledger: The power and flexibility of QuickBooks Online (QBO).

Accounts Payable: Integrating solutions like Bill (formerly Bill.com) for AP automation.

Expense Management: Comparing tools like Ramp and Float.

Reporting: Utilizing Qvinci for robust financial reporting beyond the general ledger.

Payroll: Integrating with platforms like Gusto and ADP.

Real-World Lessons: Learn about the common challenges of data migration and cleanup, and how to successfully standardize your workflow using checklists and clear documentation.

Connect with Jenny: https://avodahcpa.com

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