Software Buyers Toolkit by Axia Consultants RFI RFP Accounting

Enterprise Software Buyers Toolkit

Selecting the right Accounting, CRM, HR or Payroll Software can be a daunting and time-consuming task, so to help you we’ve put together the “Software Buyers Toolkit”.

Our “Software Buyers Toolkit” contains the following useful... (continued)

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Case Outlines by Axia Consultants RFI RFP Accounting Software

Outlines of previous client cases:

System selection

• short listing a new HR payroll system for a business services organisation
• short listing and selecting an... (continued)

TaggedAxia Consultants RFI RFP Accounting Software United KingdomUsaTokyoKoreaHong Kong

Axia Consultants RFI RFP Accounting Software - Case Outlines

Outlines of previous client cases:

System selection

• short listing a new HR payroll system for a business services organisation
• short listing and selecting an integrated job costing, payroll, accounting and management information... (continued)

TaggedAxia Consultants RFI RFP Accounting Software United KingdomUsaTokyoKoreaHong Kong

Axia Consultants - Impartial Software Shortlisting

Get a personalised short list of software systems and ...

Save time. Shortcut the slow, complex process of software selection and jump straight to a shortlist of the most suitable software for your organisation. Based on your key requirements, we identify the most suitable [software... (continued)

TaggedAxia Consultants RFI RFP Accounting Software United KingdomUsaTokyoKoreaHong Kong


Araize specializes in business and development software solutions for nonprofit organizations. Founded by CPAs with extensive experience in the nonprofit sector, their FastFund Online system is the only SaaS solution that seamlessly integrates nonprofit accounting, fund raising (CRM) and payroll in a single system. Araize has helped... (continued)


Interested inpayrollsoftwaredonor management softwarenonprofit softwareaccountingfund raisingsaas

Heartland Nonprofit Solutions

Heartland Nonprofit Solutions is part of Heartland Payment Systems, Inc., one of the largest payment processors in the US. Heartland delivers credit/debit/prepaid card processing online and in-person, as well as security technology through Heartland Secure™ and and its comprehensive Heartland breach warranty. Heartland also offers point of sale,... (continued)


Interested indonate nowoffice servicesdevelopmentonlinedonationsdonation formwebsitescampaigndonatefund development

Role & Diversity Awareness

Role awareness is a dynamic and practical way to develop greater awareness of diversity. We can use role awareness to better understand our own thinking and behavior and importantly, have insightful glimpses into the thinking, feeling and experiences of others who are apparently different from us.

TaggeddiversityProcess Workconflict resolutionrole theorybill sayDiversity Awareness

Diocese of San Diego Policies

Completed by: Nada Bakir, Michael Angelo Camacho and Henok Getaneh

As requested, we have evaluated the following existing documents, and have provided suggestions to make them more detailed and specific: conflict of interest, document retention and destruction, and
whistleblower policies. We have also created Emergency Loan and... (continued)


Webinar: Raise More Funds without Raising Payroll

This will be really cool! Turning unused event tickets into resources for good. Join us for free webinar on 11/20 : "Raise More $$ Without Raising Your Payroll" Guest Speaker Annette Koch of tix4cause Register here for free: ... (continued)


Fundraising Down the Drain: The Leaky Bucket Benchmarking Study of Effective Fundraising 2014, Report Highlights

We have been gathering hard data about the productivity of the fundraising team, since April 2011. This summary report provides highlights on study findings between launch and December 2013. Here's the verdict: fundraising productivity leaves a lot to be desired!

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Financial Governance Tips to Keep Trustees and CEOs out of Trouble

Wed, May 07, 2014 at 1pm EDT / 10am PDT

When P.T. Barnum said: “there’s no such thing as bad publicity,” he was talking about circuses, not nonprofits. Negative publicity can have a chilling effect on donations to a nonprofit! To keep your donations flowing, I'll tell you what to look for in finance to avoid trouble and bad publicity... (continued)

Taggedfinanceboard traininggovernanceboard of directorsexecutive directorcapacity buildingCEOcompliancewebinarNonprofit Webinars

Preventing and Investigating Fraud, Embezzlement, and Charitable Asset Diversion: What's a Nonprofit Board to Do?

Legal alert from Public Council that describes the risk management measures a nonprofit board should consider to prevent insider fraud, and the steps it should take if fraud nevertheless occurs. Specific references to California law.


David Wickert

David is a founder and the CEO of Chapel & York Limited in the USA and UK. He is also a trustee of the ASDA Foundation, part of the US Wal-Mart family, and a director of an international media company. David lives in London, England and specialises in international financing for non-profit and media projects from America and other international sources. David... (continued)

Interested innon-profitsphilanthropyfundraisingcharityNonprofit Webinarsnonprofitstart a nonprofit501(c)(3)managementCharity Management

Targeted Capacity Building: Tools and Strategies for Getting the Right Fit

Handouts and presentation by Cassandra O'Neill, Wholonomy Consulting, from the Alliance for Nonprofit Management's 2013 National Conference

TaggedWholonomyconsultingcapacity buildingalliance for nonprofit management

Collective Impact: Challenges and Solutions

Presentation and handouts by Jane Arsenault and Anne Yurasek of FIO Partners. From the 2013 Alliance for Nonprofit Management National Conference.

Taggedimpactmeasurementcapacity buildinggranteesnonprofit capacitytargeted capacityFIO Partners2013 conference

Keys to Financial Oversight (Board Transformation Toolkit)

This general overview of financial best practices is a resource for beginning board members. The content in the handouts can also serve as a model or guide for creating written policies and expectations. The Toolkit is designed to be used by board members, with board members. Read the Facilitator's Guide to... (continued)

Taggedfinancial oversight board development training fiduciary duties board of directorstoolkittoolsself-assessmentboard trainingfinancialoversightboard developmenttrainingfiduciary duties

Jitasa Nonprofit Bookkeeping & Accounting

Improve Your Books to Improve Our World

At Jitasa, we focus on your Bookkeeping and Accounting needs so you can make a difference.

The ability to properly report your nonprofit’s financials starts with setting up the correct procedures, and accounting structure. Success requires the discipline to accurately track and authenticate each and every financial... (continued)


Interested inaccountingaccountantbookkeepingBookkeeperfinancetaxestax990990EZreporting

Annette Cook

Background: Originally founded in 2003, Nonprofit Suite is owned by Ariana Spiegler and Annette Cook. Ariana is a Certified Management Accountant with a Certificate in Nonprofit Management; she earned her MBA at University of California at Davis. Annette received her MBA from Golden Gate University; she also earned as Masters of Divinity at Emory University in... (continued)

Interested inAccounting and/or Financial Management

Tim Clark

Background: Vertex Systems has provided nonprofit software support and solutions for 30 years, to over 400 organizations throughout the United States. We create information technology systems specifically for social services agencies that help those with disabilities. Services provided: Vertex creates software solutions for nonprofit agencies that serve those with... (continued)

Interested inBookkeeping & Payroll ServicesInternet Technology/Computer Hardware & Softwarenonprofit resources

Linda Nicholson

Background: Serenic Corporation is a Microsoft Industry Solutions Developer. Our mission is to provide highly functional software solutions for organizations in the Not-For-Profit, international NGO or Public Sectors. Serenic is a public company with offices in Edmonton, Alberta and Lakewood, Colorado and trades on the TSX Venture Exchange in Canada under the... (continued)

Interested inAdvanced AllocationsBudgeting/ForecastingCore FinancialsDeposits and LoansFixed AssetsinventoryprocurementSales OrdersProduct Lines:Awardvision

Joseph Scarano

Joseph Scarano has helped nonprofit organizations take control of their fiscal and development responsibilities as a CPA, consultant, Board Member and now as a provider of software designed for nonprofit financial management. Currently the CEO of Araize, the developer of FastFund Online, a cloud based solution that seamlessly integrates nonprofit fund accounting,... (continued)

Brian Kindorf

Background: Our team has more than 50 years of combined experience in public administration, non-profit accounting, program development, grant writing, and direct service. Services provided: Non Profit Capital Management's services allow non-profit organizations to focus less on administrative tasks and devote more time and resources to accomplishing their... (continued)

Interested inaccountingbookkeepingconsultantsGrants and Grantwriters Program Developmentstrategic planningmergersBusiness Plan Developmentgovernment relations

Robin Lubbers

Background: Robin Lubbers has over 25 years experience in bookkeeping. And is proficient in QuickBooks for small business and non-profit organizations. Services provided: Paper Trail Bookkeeping, Inc. is an accounting and business consulting service, including full charge bookkeeping and payroll. Our company is set up to help the small to mid-size, for profit or... (continued)

Interested inaccountingBookkeeping and Payroll Servicesconsultants

Phyllis Wheeler

Background: Services provided: W.E., Inc. offers services that range from simple bookkeeping, such as bank account reconciliations and payroll services to complete tax services includingALL federal and state returns nationwide. Whether rural or municipal, we have full capabilities to handle all your tax and accounting needs. WE also offer a FREE consulting... (continued)

Interested inAccountantsBookkeeping & Payroll ServicesChurch FundraisingconsultantsFundraising OpportunitiesHealth & Wellness

Peter Young Housing, Industry, and Treatment Schuyler Inn

The Altamont Program is one of five nonprofit entities under the umbrella organization Peter Young Housing, Industry, and Treatment (PYHIT). This specific program provides various services to populations in need including: vocational training, job placement services, emergency shelters, transitional living accommodations,... (continued)


Teamwise India

Teamwise is complete web based human resource management software provides all kind of HR information management solutions such as payroll management, recruitment management, leave & attendance, employee information.

Adrienne Rubin

Adrienne Rubin has over twenty-five years of experience in leadership development, strategic planning, management, marketing and analytics. As the Director of Nonprofit Solutions for Heartland, she is responsible for managing all aspects of Heartland's upgraded and expanded offerings for nonprofits and for engaging with strategic partners to enhance these... (continued)

Interested infundraisingnonprofit board developmentboardfund developmentdonatedonor management softwarevolunteer management

De-Mystifying Fundraising: Power Pack Plus Consulting

Purchase this version of De-Mystifying Fundraising and you'll receive three hours of private consulting with program author Ellen Bristol. Ellen is widely known as a thought leader in business analytics and performance management for the fundraising profession. De-Mystifying Fundraising is an ebook including a... (continued)


Taggedfundraisingsustainable fundraisingconsulting for fundraisingbristol strategy groupellen bristolde-mystifying fundraisingfundraising / fund development

De-Mystifying Fundraising: Power Pack

De-Mystifying Fundraising: Power Pack gives you all four components of the De-Mystifying Fundraising workbook, at a significant discount. You will receive the ebook De-Mystiyfing Fundraising: Seven Steps to Fundraising Success, the templates to work through exercises, plus live copies of our two popular calculators, the... (continued)


Taggedsustainable fundraisingde-mystifying fundraisingbristol strategy groupellen bristolfundraising / fund developmentfundraising

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