Accounting Optimization

Accounting that runs the way your ERP promised it would.

Day-to-day nonprofit accounting combined with system strengthening. Clear, timely, compliant financial information plus workflow and reporting improvements across the six ERPs we know all the way in: NetSuite, Sage Intacct, Blackbaud Financial Edge, MIP, Microsoft Dynamics 365, and QuickBooks Online.

Nonprofit accountant reviewing books and printed reports at a bright office desk.

More than bookkeeping. Less than a rebuild.

Bookkeeping keeps the ledger current. Optimization makes it useful. We do both, so the executive team gets timely numbers and the ERP investment finally pays off in dashboards, controls, and workflow the team actually adopts.

Four services in this practice

Pick the entry point.

Accounting Services

Day-to-day bookkeeping, financial statement preparation, internal controls, and GAAP compliance for nonprofits.

  • Bookkeeping and accounting
  • Financial statement preparation
  • Internal controls
See Accounting Services

Accounting System Assessment

Written findings report on your people, processes, and systems, with prioritized recommendations.

  • Written findings report
  • Data cleanup recommendations
  • KPIs and performance metrics
See Accounting System Assessment

Accounting System Optimization

Hands-on ERP optimization across NetSuite, Sage Intacct, Blackbaud, MIP, Dynamics 365, and QuickBooks Online.

  • ERP configuration and workflows
  • Approval automation and dashboards
  • Training and integrations
See Accounting System Optimization

Budget & Cash Forecasting

Improved budgeting systems and cash flow forecasting models for nonprofit financial planning.

  • Improved budgeting system
  • Cash flow forecasting models
  • Budget-to-actual reporting
See Budget & Cash Forecasting
ERP dashboard with financial metrics displayed on a laptop.
The ERP stack we speak

Six platforms. All hands-on.

We do not steer you toward the platform we know best. We walk into the platform you already own, tune it, and hand your team a system they actually want to use.

NetSuiteSage IntacctBlackbaud Financial EdgeMIPMicrosoft Dynamics 365QuickBooks Online
Client voices

Six named nonprofit leaders on the work.

Each proposal is paired with the specific engagement outcome it followed, so you can see the shape of the work, not just the sentiment.

Marjorie's calm confidence and friendly demeanor provided us with stability during our transition.
Outcome

Seamless interim Director of Accounting coverage during permanent recruitment. Month-end closes continued without a missed cycle.

AT
Allyson Tutor
CFO, San Diego Food Bank
Their expertise, efficiency, and calm command of the work immediately gave our staff and board confidence.
Outcome

Crisis-period finance leadership through complex audit preparation. Day-to-day operations covered without disruption.

AA
Adele Adkins
Managing Director, Laguna Playhouse
Their optimization of our NetSuite environment has significantly enhanced our reporting capabilities.
Outcome

NetSuite reconfiguration and executive-team financial literacy uplift during a leadership transition.

DJ
Dr. Jo-Elle Mogerman
President, Philadelphia Zoo
One Abacus' outside viewpoint and collaboration allowed us to create a more effective budgeting system.
Outcome

New budgeting system and cash-forecasting cadence delivered and adopted by the finance team.

IM
Ingrid M. Nyholm-Lange
COO, American Swedish Institute
They quickly mobilized a talented group of professionals who handled everything with expertise and ease.
Outcome

Day-to-day accounting and audit preparation carried through a critical grants-heavy period.

BS
Brenda Simmons
CEO, Institute for Public Strategies
Their expertise was instrumental as we rebuilt our financial operations from the ground up.
Outcome

Financial-operations reconstruction alongside an organizational restructuring.

KR
Kelly Ricker
COO, Global Technology Industry Association
Before you book

What ERP work usually looks like.

Two to six weeks depending on the size of the organization and the number of systems in play. You get a written findings report at the end with prioritized, sequenced recommendations.
We support migration planning, chart-of-accounts redesign, and post-cutover reporting rebuilds. Actual data migration usually lands with the implementation partner; we make sure it goes to the right destination.
Common and welcome. We often work alongside an internal bookkeeper, upskilling them on the ERP and taking the pieces that need senior judgment.
Sage Intacct and NetSuite scale further than QuickBooks Online, but they are heavier. We size the recommendation to your revenue, grant complexity, and staff bandwidth. We do not resell any of them.

Tired of your ERP fighting you?