Category

Nonprofit

Sep 07
0

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:

EOCF 6

 

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.

Sep 02
0

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.

 

Jul 14
0

Going Paperless – An Article on Electronic Records Management

By | Nonprofit | No Comments

Jacobson Jarvis imageIf you have questions or uncertainties about moving toward a paperless office, you’ll want to read the this article co-authored by Vicki Welter, CPA and Carol Hojaboom, CPA, MNPL at the Jacobson Jarvis & Company website.

Less Paper, More Efficiencies, and No Findings, Part 1, answers the questions:

  • What are electronic records and what drives the need?
  • Why is it a cost-efficient option?
  • How common are electronic records?
  • Are there rules and regulations we should be aware of?

Click here to access Less Paper, More Efficiencies, and No Findings, Part 1.

Mar 26
0

The Fraud Triangle and How to Protect Your Nonprofit

By | Nonprofit | No Comments

fraud word abstractAccounting Today published an excellent article written by Charlie Jones called “Why Nonprofits Are More Susceptible to Fraud.”

It’s an excellent primer with information that every nonprofit should arm itself with in order to protect the organization from fraud that could damage public trust and compromise your mission

In the article, Jones explains three elements of The Fraud Triangle:
1. Outside Pressures (things like high bills and addictions)
2. Opportunity
3. Rationalization

The articles also includes a checklist of financial controls to help you protect against fraud including:

  • Encourage direct deposit for employees.
  • Review payroll reports throughout the year and on a scheduled basis.
  • Reconcile bank statements promptly.
  • Require original receipts for reimbursements and have them canceled to prevent reuse by someone independent of cash disbursements.
  • Segregate accounting from cash receipt reporting.
  • Ensure that the monthly close occurs at the end of each month on a timely basis.

Click here for the complete list and full article.