Nonprofit and Government Financial Operations Improvement Specialists

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Case studiesCASE STUDIES

AccuFund provides financial management solutions to many types of nonprofit, government and municipal organizations. These case studies highlight the wide range of organizations we work with and the organizational efficiency and successes they've experienced with AccuFund.



 


ACCOUNTING CASE STUDIES


The Cumbres & Toltec Scenic Railroad - FCTSRR was looking to automate and centralize their accounting and fundraising functions. In addition to needing to fulfill their allocation needs, they wanted a system that was user friendly and would help streamline their reporting capabilities. FCTSRR also wanted to be able to track and record split gifts. The result? “In the 16 years I’ve been here, it was the easiest audit we've ever gone through and I attribute that to AccuFund.” Read the full Accounting and Fundraising Integration Case Study.

Jewish Foundation - Richmond Jewish Foundation (RJF) is a primary, trusted and expert resource for planned giving and endowments, providing services to the community and its donors, making grants and undertaking community leadership and partnership activities to address a wide variety of needs in its service area. With AccuFund, RJF streamlined accounting and fundraising functions to improve all aspects of their foundation. Read the entire Richmond Jewish Foundation Case Study.

Music Center Foundation - The Music Center Foundation of Los Angeles manages over 2,000 named funds in eight endowments for the resident companies at The Music Center.  The AccuFund Endowment Accounting solution gives them the tools to easily distribute income and expenses, calculate the spending policy, and provide the required reporting to their resident companies, the named fund providers and prepare required reports for audit and FASB presentation. Read the Foundation/Endowment Accounting Case Study.

Mental Health Services Agency - The Texoma Community Center provides a wide range of mental health and developmental services for adults, adolescents and children.  They sought more automation with their processes, plus flexibility and integration with other systems. With AccuFund Accounting Suite, and key modules, customized reporting, system efficiencies and time savings are realized.  Read the mental health services agency case study.

Park and Recreation District - The Rancho Simi Recreation and Park District is a local government agency in Oak Park and Simi Valley; nestled in a valley 40 miles northwest of Los Angeles, California. They needed to reduce manual work: reporting was done outside the system, fixed assets were tracked outside the system, and requisitions and purchase orders were handled manually. To streamline their processes and provide reliable reporting they converted to the AccuFund Accounting Suite. Read the entire Park and Recreation District Case Study.

Charter School - As the Foxborough Regional Charter School expanded, they needed a fund accounting system that would meet their internal and external reporting needs.  They also needed a software tool for managing purchasing. Their selection of the AccuFund Accounting Suite saves them valuable time and improves processes. Read the entire Charter School Case Study.

Representative Payee - With AccuFund, B&B Payee Services tripled the number of individuals they were able to service. Read the Representative Payee Case Study. To learn more about AccuFund Representative Payee, click here.

United Way - The United Way of Greater St. Louis has helped 1 in 3 people in their service area.  When they required a new accounting solution, they selected AccuFund to provide a cost-effective solution that would integrate with their campaign software.  AccuFund has provided a solution that meets their requirements and has improved their reporting capabilities for their management staff.  Read the full United Way Case Study.

Theater Company - Long Wharf Theatre in New Haven, Connecticut needed to track the detailed revenue and expenses for each production, as well as grants and other restricted revenues.  AccuFund's weekly reporting capabilities gave them a complete financial solution for their requirements. Read the Theatre Company Case Study.

Community Action Agency - Community action agencies (CAPs) run a variety of programs, each with its own funding year and reporting requirements. AccuFund's cross year reporting capabilities, third party billing in Accounts Receivable and extensive labor distribution capabilities in payroll make it the best fund accounting solution available for CAPs. Read the complete Community Action Agency Case Study.

Volunteer Fire Department - In the case of Easton, MD the AccuFund Accounting Suite's ease-of-use for the volunteer treasurer, the software's low-cost and ability to track costs by truck gave them the perfect solution. Read the Fire Department Case Study.


 


GOVERNMENT CASE STUDIES


Park and Recreation District - The Rancho Simi Recreation and Park District is a local government agency in Oak Park and Simi Valley; nestled in a valley 40 miles northwest of Los Angeles, California. They needed to reduce manual work: reporting was done outside the system, fixed assets were tracked outside the system, and requisitions and purchase orders were handled manually. To streamline their processes and provide reliable reporting they converted to the AccuFund Accounting Suite. Read the entire Park and Recreation District Case Study.

Native American Tribal Government - The Shoshone Pauite Tribe of Duck Valley utilizes AccuFund for all of its accounting needs including payroll, purchasing and utility billing. The tribe has improved its reporting capabilities and efficiency in the accounting department since implementing AccuFund. Read the Native American Tribal Government Case Study.

Volunteer Fire Department
- In the case of Easton, MD the AccuFund Accounting Suite's ease-of-use for the volunteer treasurer, the software's low-cost and ability to track costs by truck gave them the perfect solution. Read the Fire Department Case Study.

Regional Fire Department - The Central Lyon County Fire Protection District (CLCFD) in Nevada is a full service fire district with 7 stations, 65 personnel, and 47 pieces of equipment serving a population of approximately 25,000 across 600 plus square miles in Nevada’s Lyon County.  With AccuFund, in addition to reducing errors, the CLCFD saved numerous hours as a result of eliminating time cards and automating payroll.  Read the Regional Fire Department Case Study.

Municipality - City of Lebanon, Kentucky. The City of Lebanon, Kentucky was looking for a flexible accounting system to manage the collection of local fees and taxes, payroll for city employees, and the city’s annual budget and expenditures.  With AccuFund, the City of Lebanon saves 15-20% of their time; gaining a tremendous advantage in terms of time savings, ease of use, and increased control and flexibility. Read the Lebanon, Kentucky Case Study.


 


FUNDRAISING CASE STUDIES

United Neighborhood Centers of Northeastern Pennsylvania - UNC wanted to improve their reporting capabilities among their vast programs/events as well as eliminate donation double-entry. They were able to benefit from a customized Salesforce solution that was compatible with AccuFund Accounting Suite to effectively manage their daily fundraising, accounting and reporting needs. “AccuFund CRM customized Salesforce to meet our needs. Now, whenever I enter donations into Salesforce, it appears in the AccuFund Accounting Suite so the financial department can see activity immediately.” Read the United Neighborhood Centers of Northeastern Pennsylvania Case Study.

The Cumbres & Toltec Scenic Railroad
-  FCTSRR was looking to automate and centralize their accounting and fundraising functions. In addition to needing to fulfill their allocation needs, they wanted a system that was user friendly and would help streamline their reporting capabilities. FCTSRR also wanted to be able to track and record split gifts. The result? “In the 16 years I’ve been here, it was the easiest audit we've ever gone through and I attribute that to AccuFund.” Read the full Accounting and Fundraising Integration Case Study.

Jewish Foundation - Richmond Jewish Foundation (RJF) is a primary, trusted and expert resource for planned giving and endowments, providing services to the community and its donors, making grants and undertaking community leadership and partnership activities to address a wide variety of needs in its service area. With AccuFund, RJF streamlined accounting and fundraising functions to improve all aspects of their foundation. Read the entire Richmond Jewish Foundation Case Study.

BeadforLife is a Colorado non-profit organization whose members are hard-working and intelligent women from Uganda and other countries, who make beautiful beads from colorful recycled paper and turn them into necklaces, bracelets and earrings. These products are sold through Bead Parties. With AccuFund CRM, BeadforLife was able to customize Salesforce.com to automate processes for the Bead Parties, streamlining their processes while doubling revenues. Read the entire AccuFund CRM for Salesforce Case Study.

Foster Care Music Program - Kids in a New Groove, provides Texas youth in the Austin, Dallas/Fort Worth, and Houston areas who are in foster care with free weekly private music instruction. They needed to re-think the way their data was organized to help them improve user efficiency and database effectiveness. Additionally, they needed to educate themselves on ways Salesforce could help them manage and grow their organization. Working with AccuFund, they were able to understand their data and understand how their data needs to be entered to produce the reports they needed to continue moving Kids in a New Groove forward. Read the entire Salesforce Success with AccuFund CRM Case Study.


 


INTEGRATED ACCOUNTING AND FUNDRAISING CASE STUDIES 

United Neighborhood Centers of Northeastern Pennsylvania - UNC wanted to improve their reporting capabilities among their vast programs/events as well as eliminate donation double-entry. They were able to benefit from a customized Salesforce solution that was compatible with AccuFund Accounting Suite to effectively manage their daily fundraising, accounting and reporting needs. “AccuFund CRM customized Salesforce to meet our needs. Now, whenever I enter donations into Salesforce, it appears in the AccuFund Accounting Suite so the financial department can see activity immediately.” Read the United Neighborhood Centers of Northeastern Pennsylvania Case Study.

The Cumbres & Toltec Scenic Railroad
-  FCTSRR was looking to automate and centralize their accounting and fundraising functions. In addition to needing to fulfill their allocation needs, they wanted a system that was user friendly and would help streamline their reporting capabilities. FCTSRR also wanted to be able to track and record split gifts. The result? “In the 16 years I’ve been here, it was the easiest audit we've ever gone through and I attribute that to AccuFund.” Read the full Accounting and Fundraising Integration Case Study.

Jewish Foundation - Richmond Jewish Foundation (RJF) is a primary, trusted and expert resource for planned giving and endowments, providing services to the community and its donors, making grants and undertaking community leadership and partnership activities to address a wide variety of needs in its service area. With AccuFund, RJF streamlined accounting and fundraising functions to improve all aspects of their foundation. Read the entire Richmond Jewish Foundation Case Study.