?? New Year, New Features: Check Out MonkeyPod's Latest Updates! ?? We’re kicking off 2025 with some exciting improvements in MonkeyPod, all designed to make managing your nonprofit even easier. ?? Here’s what you’ll find in this month’s Roadmap Review: ? Stripe Integration Enhancements: Track sales effortlessly, fix missing transactions, and enjoy smoother bookkeeping. ? Search by Postal Code: Segment and analyze your supporters more easily than ever. ? Year-End Giving Summary Report: Simplify tax season for you AND your donors with this ready-to-go summary. ?? Whether you’re wrapping up year-end tasks, preparing for tax season, or just looking to optimize your workflows, this month’s updates are here to help. ?? Read the full blog post to learn more: https://lnkd.in/gs5q2dZ7 #NonprofitManagement #TechForGood
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At BudgetEase Bookkeeping we love helping clients save money, but sometimes good intentions lead to unexpected challenges. We recently helped a nonprofit switch to a TechSoup QuickBooks plan—but missed a crucial step, causing hours of corrections! Lesson learned: Verify before letting clients dive in. It was a tough process, but we're grateful for the experience and the lesson. #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034lhbD0
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Case Study: ???? ?????? ?????????????????? ????????????????—Has This Happened To You? ?? We tried to save a nonprofit client money by switching their QuickBooks plan. But a simple mistake nearly cost us HOURS of work. Here's what went wrong, what we learned, and how you can avoid the same mistake! ?? ?? Key Lesson: Always verify the QuickBooks file before making any changes. A small slip-up can lead to big problems. Check out our full story! ?? #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034lc4F0
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At BudgetEase Bookkeeping we love helping clients save money, but sometimes good intentions lead to unexpected challenges. We recently helped a nonprofit switch to a TechSoup QuickBooks plan—but missed a crucial step, causing hours of corrections! Lesson learned: Verify before letting clients dive in. It was a tough process, but we're grateful for the experience and the lesson. #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034kZ8X0
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At BudgetEase Bookkeeping we love helping clients save money, but sometimes good intentions lead to unexpected challenges. We recently helped a nonprofit switch to a TechSoup QuickBooks plan—but missed a crucial step, causing hours of corrections! Lesson learned: Verify before letting clients dive in. It was a tough process, but we're grateful for the experience and the lesson. #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034ljZV0
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Case Study: ???? ?????? ?????????????????? ????????????????—Has This Happened To You? ?? We tried to save a nonprofit client money by switching their QuickBooks plan. But a simple mistake nearly cost us HOURS of work. Here's what went wrong, what we learned, and how you can avoid the same mistake! ?? ?? Key Lesson: Always verify the QuickBooks file before making any changes. A small slip-up can lead to big problems. Check out our full story! ?? #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034ln1q0
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Case Study: ???? ?????? ?????????????????? ????????????????—Has This Happened To You? ?? We tried to save a nonprofit client money by switching their QuickBooks plan. But a simple mistake nearly cost us HOURS of work. Here's what went wrong, what we learned, and how you can avoid the same mistake! ?? ?? Key Lesson: Always verify the QuickBooks file before making any changes. A small slip-up can lead to big problems. Check out our full story! ?? #OutsourceBookkeepingServices #VirtualBookkeeper #QuickbooksSetupServices #BookkeepingCatchUpServices https://hubs.ly/Q034ljhL0
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Our client (7-figure nonprofit) didn’t want software. She wanted a solution. The difference? See this nonprofit director was stuck with a big-name bookkeeping service that promised automation and ease. What they got instead: - Terrible customer service. - Chatbots instead of real people. - No flexibility to tailor the bookkeeping to her nonprofit’s unique needs. When she asked for adjustments, the answer was always the same: “That’s not something we do.” Fed up, she came to us. Here’s what changed: - Personalized, nonprofit-specific bookkeeping. - Quick responses and direct access to real humans. - Collaborative insights to help her make better decisions. She didn’t need generic software; she needed a team that could actually support her mission. The lesson? Tools are great, but service wins every time. PS ready to make a financial change? Shoot me a DM.
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What frustrates you most about using Quickbooks in your nonprofit?? ? ?? Tracking restricted funds?? ?? Grant allocations?? ?? Preparing for audit?? ? The cost of upgrading your software tool might be worth… ? 1?? Less work at month end and year end 2?? Better accuracy and less opportunities to miss something 3?? More efficient use of staff time ? Today, I’m answering a common question, “How do we know when it’s time to move on from Quickbooks?” #501c3nonprofit #Quickbooks #YourNPCFO https://lnkd.in/gD47qwxn
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Ever feel like your data systems are slowing you down? When I was the Executive Director of a nonprofit, I remember how frustrating it was to wait all day just to pull a simple financial report or a fundraising list. We were stuck using desktop versions of DonorPerfect and QuickBooks, and every time I needed something, it involved back-and-forths and delays—sometimes for days. Then we made the switch to cloud-based systems like Little Green Light and Quickbooks Online, and everything changed. Suddenly, I had real-time access to data from anywhere, decisions were faster, and we weren’t bogged down by outdated systems. I know many nonprofits are still stuck with disconnected, siloed tools. The question is, how much time and opportunity is being lost? What systems are you using, and how have they impacted your operations?
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Nonprofits work hard to create meaningful change in their communities ?? To do this work effectively, they need organized data, streamlined workflows, and affordable tools. Check out the blog below, to see how you can shift your focus from tedious data management to what truly matters: serving people and making an impact. ??: https://ow.ly/WgGJ50ULqGp #nonprofit #accounting #accountingsoftware #makeanimpact #Salesforce #Salesforcenative
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