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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

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Information: The Better Half of IT

sgEngage

As a Database Administrator, my world revolves around helping users make sense of the information they receive, from voice-of-the-customer anecdotes and impressions to polished Key Performance Indicator (KPI) graphs, charts, and dashboards. Data gives us context. How do I care for my data? That’s okay!

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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

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Crafting a Winning Fundraising Plan for Your Next Charity Event

Greater Giving

Charting the Course: Tactics and Strategies Tactics Identify engaging fundraising tactics aligned with your mission and goals. Remember, a successful fundraising plan is a dynamic document. Monitor progress, track key metrics, and be prepared to adapt your strategies as needed.

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

sgEngage

If you have a goal to bring in an additional $20,000 in unrestricted funding this year, create a chart on your dashboard that shows your progress, so you see it every time you open your fund accounting system. Document any processes you don’t already have highlighted. Is your chart of accounts unmanageable?

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Get Your Small Business on the Map: 5 Digital Marketing Tips

Nonprofits Source

Remember to choose the communication channels your audience is already familiar with, and chart a customer journey that moves each prospect carefully down the sales funnel. Collect digital marketing KPIs Key performance indicators (KPIs) are metrics used to measure your digital marketing success.

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

Make sure your internal control documentation includes the naming conventions, so your audit team doesn’t have to slow down the process by asking what specific entries are. Are there reports you can schedule that would save you time by communicating key metrics to stakeholders before they ask for that information?