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Where to Start: Upgrading Your Nonprofit’s Finance & Admin Systems
Manage episode 496117177 series 3575258
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Outdated systems making things harder than they need to be? Sam and Daniel walk through the three areas every nonprofit should look at—tech, workflow, and team—to figure out what’s slowing you down and how to fix it. You’ll walk away with clear next steps on a better path forward.
What You’ll Learn:
- Tech That Works for You: Why legacy systems hold you back—and how platforms like QuickBooks Online or Sage Intacct can streamline operations.
- Smarter Workflows: Spotting bottlenecks, reducing redundancy, and switching from checks to ACH to save time and reduce risk.
- Leading Through Change: How strong leadership and cultural buy-in help teams embrace modernization instead of fear it.
- Getting Unstuck: When to bring in outside help, how to prioritize changes, and why sustainable improvements beat disruptive overhauls.
Schedule a Consultation: https://www.cfoleverage.com/contact/
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