Monthly Archives

September 2014

See You at the WA Society of CPAs Not-For-Profit Conference!

By | Nonprofit | No Comments

Washington Society of CPAs Not-For-Profit ConferenceWe are very excited about the upcoming Washington Society of CPAs Not-For-Profit Conference coming up November 20 -21 at the Bell Harbor International Conference Center in Seattle.

We are a sponsor, we will be exhibiting, and Vicki Welter will be presenting! We hope to see you there.

Vicki will be co-presenting with Carolyn Hojaboom on electronic document management:

“Less Paper, More Efficiency and No Findings”

November 21, 2014
2:20 – 3:20
Carolyn Hojaboom, CPA, MNPL, Ash Consulting
Vicki Welter, CPA, Welter Consulting, LLC
Explore the benefits of electronic records and hear examples of how an electronic records system can positively affect your bottom line. Explore various software options, how to evaluate electronic document management needs at your organization, and implementation tips.

You can register for the conference at

The conference is designed to provide you with the latest information you need on regulations and best practices in the not-for-profit industry.

Please be sure to visit our booth, we’d love to say hello and discover what goals and challenges you have for your organization.

Educational Opportunities for Children and Families Has High Praise for Welter Consulting

By | Nonprofit, Testimonial | No Comments

EOCF logo

It is exciting, motivating, and humbling to work with nonprofits.  At Welter Consulting we are passionate about helping nonprofits so that they, in turn, can focus on helping their constituents and communities.

Recently, a social services organization was evaluating Abila software and Welter Consulting.  In researching their options, they contacted a Welter Consulting client, Educational Opportunities for Children and Families (EOCF).  There isn’t anything more affirming than the praise of a client and we are delighted and honored to receive this feedback.  Here is what EOCF’s Jesika Williams had to say about us:



My experience with Welter Consulting has been extremely positive.  Everyone in our agency loves working with Vicki and honestly, we could not fully utilize our software without her.  We’ve actually developed a connection with her and she understands not only our software, but also our business practices and organizational structure.  When she left her previous employer and went into business for herself, we did not hesitate to keep her on as our consultant – as we felt she is irreplaceable.

The interaction between Ms. Welter and our agency has always been professionals, courteous, and understanding.  She understands that not everyone learns the same way and she adjusts her teaching style to accommodate each individual’s need.  I quite often have questions that need an immediate response and she understands that and always returns my emails immediately.  She’s extremely knowledgeable about Abila and each module and there has never been something that she could not help with.

EOCF 5Response time is always quick.  If she is with a client and cannot answer my question immediately, then she will email or call to let me know when she will have an answer for me.  Even then, it never takes long, and she’s very easy to talk to.

Overall I would highly recommend Vicki Welter to assist you with your Abila software.  As a nonprofit with over 250 employees, we understand the need to have someone that can exceed our expectations at a reasonable price and Welter Consulting meets this criteria.

Part II – Less Paper, More Efficiency, and No Findings

By | Nonprofit | No Comments

Jacobson Jarvis imageThis is the second part of an article written by Carolyn Hojaboom, CPA, MNPL and Vicki Welter, CPA that was published by Jacobson Jarvis & Co PLLC.

In this article, Vicki Welter discusses:  How to determine whether your organization can benefit from electronic document management; justifying the benefit to key stakeholders; various solutions; and implementation tips.  This process ensures a solution that meets the long-term needs of your organization for all key stakeholders.  You can find both Part 1 and Part 2 by clicking here.