Automating Nonprofit Accounting with G-Accon | Live Case Study with Wellstead Solutions

How Wellstead Solutions Uses G-Accon to Automate Accounting for Nonprofits.

⏳ "What used to take me hours of exporting, adjusting, and re-uploading now happens automatically—while I sleep."

That’s how Clay Sandoz, founder of Wellstead Solutions, describes the impact of automating nonprofit financial reporting with G-Accon.

Like many accountants and bookkeepers, Clay used to spend late nights manually managing nonprofit finances—exporting CSVs, copy-pasting journal entries, and double-checking numbers to ensure accuracy. Then he discovered G-Accon, a tool that streamlined his workflow, reduced manual tasks, and gave him back valuable time.

In this session, Clay walks through real-life use cases from his firm and gives a live demo of how he uses G-Accon to:

✅ Automate journal entries and push them into QuickBooks
✅ Build real-time financial dashboards for board meetings
✅ Close the books in hours, not days with automated workflows
✅ Scale his practice while maintaining efficiency

💡 Need free CPE credits? Register here: https://www.earmark.app/c/2058

📌 Learn more about Wellstead Solutions: https://www.wellsteadsolutions.com/

📢 Try G-Accon for Google Sheets & QuickBooks: https://www.accon.services/gacconforq...

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00:00 Introduction – How Clay streamlined nonprofit financial reporting
01:30 The manual process before automation – Late nights with spreadsheets
04:15 Discovering G-Accon – First steps toward automation
06:00 Demo: Automating journal entries – Eliminating manual allocations
09:45 Creating real-time board meeting dashboards – No more last-minute requests
12:30 Automating month-end close – Reducing close time from days to hours
15:00 Scaling workflows to take on more clients – Growing without burnout
17:45 Q&A and key takeaways