2017 05-03 intacct cloud erp for nonprofits
TRANSCRIPT
STRENGTHENING NONPROFIT
ACCOUNTABILITY THROUGH
AUDIT-READY FINANCIALS
FEATURING
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
MAY 3, 2017
Page 1
WHAT’S ON TAP
INTRODUCTIONS & AGENDA
KEY ISSUES FACING NONPROFITS
INTRODUCTION TO INTACCT
DEMONSTRATION OF INTACCT
QUESTIONS & ANSWERS
Page 2
MUTUAL INTRODUCTIONS
WHO’S IN THE ROOM?
Your name and organization
Size of organization
Current accounting system
Challenges & concerns with current system(s)
What would your ideal accounting system look like
RAFFA
Seth Zarny – Partner
Buu-Linh Tran – Manager
Jeremy Taro – Account Executive
Page 3
DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to
Change Your Software!
Page 4
LARGEST ACCOUNTINGS SYSTEMS PROVIDER
• We support over 1,500+ Nonprofit and Professional
Services organizations nationally.
• 300+ specialists on staff at all levels
• Support over 260 Financial System Clients
• Certified System Consultants, Certified Project Management
Professionals, Business Process Consultants
33+ YEARS SERVING DC, MD & VA
17 PARTNERS, INCLUDING 10 WOMEN PARTNERS
WOMEN-OWNED FIRM
MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
PRIME GLOBAL ALLIANCE MEMBER
RAFFA OVERVIEW
Raffa is nationally recognized with access to all the
resources of the largest international firms. Our mission is
be a catalyst for positive, systemic change in our
communities.
WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services & CIO Advisory
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
NATIONALLY RECOGNIZED:
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller
Page 5
INTRODUCTION TO INTACCT
BEST IN CLASS FINANCIAL MANAGEMENT SYSTEM
True Software-As-A-Service (SAAS)
Local Partners
Annual Subscription Costs
Preferred provider of the AICPA
STRONG FINANCIAL & ACCOUNTING FUNCTIONALITY
Outgrowing QuickBooks
Interested in Cloud Financials
Nonprofit Focus
Project Oriented Firms & Professional Services Firms
Business Process Automation
JE, AP, AR, Purchasing, Grants, Bank Rec
Time & Expense
Billing & Revenue Recognition
VERY SATISFIED CLIENT BASE (OVER 11,000 CLIENTS)
WORLD-CLASS DATA CENTER OPERATIONS
99.992% availability for 2016
Industry leading SLA’s
SSAE 16 Audited & PCI DSS Compliant
Successful DCAA Audits
Multi-Company
Multi-Entity
Multi-Currency
Consolidated Financials
Real Time Financial Visibility
Prebuilt Financial Reports
Dashboards
Page 6
INTACCT PARTNER ECOSYSTEM
120+ partners 75% of customers integrate with 2+ partners
Integration & Web Services Flexible Reporting Unlimited Dimensions Workflow
Automation Intuitive & Easy to Use Large Ecosystem of 3rd Party Software Partners
Page 7
SAMPLE INTACCT CLIENTS
95% Customer Satisfaction
FOUNDATION
Real
Value 11,000+ Growth Companies
Growing with
Intacct
Page 8
INTACCT DIMENSIONS
DIMENSIONS
Customer
Vendor
Employee
Entity Department Project
Class
Item
Who?
Where?
What?
Collect key data for analysis
Page 9
INTACCT SOLUTION PRESENTATION
Page 10
QUESTIONS & ANSWERS
Seth Zarny – Partner
301.279.6500
Buu-Linh Tran – Senior Manager
301.279.6511
Jeremy Taro – Account Executive
301.279.6504
Helping Great Organizations Thrive