Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

5-Step Plan to Select the Right Fund Accounting Software

Identify the right fund accounting software for you with this 5 step plan.

Move past common challenges facing nonprofit organizations with the right fund-accounting solution.

Does your finance team experience any of these 6 challenges?

  1. Reporting is a struggle because it takes too much time
  2. Your organization relies on inefficient and error-prone manual processes
  3. Your team depends on spreadsheets to analyze performance and sometimes it results in reporting errors or version control problems
  4. The number of locations, programs, grants, or projects has grown rapidly and you’re considering additional accounting headcount
  5. Management, your board, and even external third-parties need real-time visibility
  6. You need to perform consolidations

If you said yes to any of these challenges, it’s time to consider changing your fund accounting system.

Even if you decide to stay with your current system, taking the time to evaluate all your options unlocks invaluable insights into your organization’s future needs.

Don’t miss this opportunity to get 5 steps for identifying and selecting the right fund-accounting solution for your nonprofit.