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Leveraging Technology for Back Office Improvements

Join us for a webinar presented by Kevin P. Martin & Associates on leveraging technology to improve your back office processes. Learn about documenting your processes, technology you can leverage, and the process of change.

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Leveraging Technology for Back Office Improvements

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  1. Leveraging Technology to Improve Your Back Office February 13th Webinar Presented by Kevin P. Martin & Associates • Thanks for joining us! A few instructions before we begin: • You may join the audio by selecting the radio button for either “Telephone” or “Mic & Speakers.” If you are using telephone, please dial in with the conference line and audio pin provided. • If you are having any technical issues, please let us know in the chat box. • We will have time for Q&A. Please enter your questions in the chat box at any time. • This webinar is being recorded, and we will distribute the recording after the webinar. Marta Hodgkins-Sumner Director of Membership and Programs www.massnonprofitnet.org

  2. www.kpm-us.com

  3. www.KPMnonprofitOAS.com

  4. Our Agenda • Documenting your process • Technology you can leverage • The process of change

  5. Documenting Your Process • Donations and invoicing • Cash collections • Vendor bills • Cash payments • Payroll • Discovering two things

  6. Technology You Can Leverage • Processing vendor bills • Expense reporting • Vendor payments • Data integration • Accounting software

  7. Processing Vendor Bills

  8. Processing Vendor Bills

  9. Expense Reporting

  10. Expense Reporting

  11. Expense Reporting

  12. Vendor Payments

  13. Vendor Payments

  14. Data Integration

  15. Data Integration

  16. Data Integration

  17. Data Integration

  18. Data Integration

  19. Data Integration

  20. Accounting Software • Online or on-premise • Written for nonprofits • All inclusive or only accounting • Third party apps

  21. The Process Of Change • Map your process • Determine your “that’s not changing” list • Identify where you rekey data • Focus on needs not features • Plan for disruption • Do your homework

  22. Contact Information Barry MacQuarrie, CPA bmacquarrie@kpm-us.com James Matzdorff, CPA jmatzdorff@kpm-us.com

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