How a Non-Profit Organization Gained Access to Information & Payroll on Their Terms

Sometimes, outsourcing a job is scary for many reasons.  Here are some of the ones we hear regularly:
  1. Is it affordable?
  2. Do we have the time to review our business with someone else?
  3. How effective will it be?
CHALLENGE
Our non-profit client was dealing with a pretty big problem.  They wanted to use every dollar to support their cause but were at a point where they did not have access to their information and payroll was not processed regularly.  A friend was helping but the accounting books were only on his computer and when he was busy, the organization’s needs took a back seat.
When our client reached out to us, their question was-do you think you can help us?  Challenge accepted!
SOLUTION
Our first order of business was to convert the non-profit organization to QuickBooks Online accounting software.  This allowed us to grant the principals access, so they could review donor information and financial reports at their convenience.
We then launched QuickBooks Online Payroll with a bi-weekly payroll schedule to help regulate this problem area.  We created an easy-to-use timecard where the team was able to record their time and allocate it by fund. We also started created an email reminder campaign that launched three days prior to the payroll submission deadline to ensure there were no processing or direct deposit delays.
RESULTS
Both principals enjoyed reviewing the financial reports and updating information from the convenience of their homes, their hotels or the airports.  Regardless, the convenience, affordability and flexibility of QuickBooks Online has enabled them to better collaborate and create budgets to better oversee the organization.
Payroll has never been missed and, as our client mentioned, “our husbands are happy payroll and reimbursements are now consistent”.
We didn’t set out to impress the husband’s, but it was a nice bonus!
If you’d like some help accessing your information, contact us.