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How to Fix Fragmented Financial Data in Your Nonprofit

Автор: Terisa Clark, CPA

Загружено: 2025-05-23

Просмотров: 63

Описание:

Fragmented financial systems are costing your nonprofit time, accuracy, and strategic insight.
If your team is pulling data from CRMs, payroll platforms, grant trackers, and spreadsheets just to close the books each month—this video is for you.

We’ll break down:
✅ What fragmented financial data looks like in a nonprofit
✅ Why it slows your month-end close and increases errors
✅ Practical steps to unify systems and speed up reporting

00:00 Introduction
01:25 What is fragmented financial data?
02:10 How Fragmented Data Slows the Month End Close
04:02 How to Fix Fragmented Financial Systems
04:15 Choose Accounting Software that Integrates
04:34 Centralize Your Chart of Accounts
04:55 Implement Real Time Dashboards
05:17 Audit your Tech Stack Annually
05: 43 Your Month End Impacts Your Mission

Whether you're a board member seeking better oversight, an Executive Director trying to streamline operations, or a finance lead managing multiple systems—this guide will help you align your tools and free your team to focus on mission-critical work.

📌 Watch now to learn how to fix financial fragmentation in your nonprofit.

🔗 Visit www.terisaclark.com to book a strategic consultation.

Full Article here: https://www.terisaclark.com/blog/how-...

Are you a nonprofit leader? Get my FREE Financial Tasks Checklist here: https://www.terisaclark.com/checklist


=============================


I’m a CPA and former nonprofit CFO with 25+ years of experience in the nonprofit sector. My mission is to help nonprofit organizations answer the money questions so that they can achieve financial strength and accomplish their mission!



Here are the ways you can work with me:


⚡️FREE CONTENT : Watch and subscribe for weekly content here:    / @terisaclark  


⚡️COURSES / GROUP COACHING: Learn about my online courses https://www.terisaclark.com/the-finan...


⚡️WORK ONE-ON-ONE: Grab a spot on my calendar for a 30 min strategic consultation https://www.terisaclark.com/offers/ff...


=============================


Connect with Terisa:


Website: https://www.terisaclark.com/


LinkedIn   / terisaclark  


Disclaimer: Please see the link for our disclaimer policy for all of our content. https://www.terisaclark.com/disclaimer


#NonprofitFinance #ExecutiveDirectors #BoardGovernance #MonthEndClose #NonprofitLeadership #AccountingForNonprofits
#terisaclark #executiveleadership #nonprofit

How to Fix Fragmented Financial Data in Your Nonprofit

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