People
Meet your team during the onboarding process. Even though you’ll have everyone working to make sure your accounting is done accurately and in a timely fashion, your Client Advisor is the point person for all we do for you:
- Client Advisor
- Parishsoft Specialists
- AP & Bookkeeping Specialists
Process
Technology is only as accurate and timely as our ability to generate inputs without recreating the administrative burden of a paper-heavy system. We will meet with your team to understand your typical procedures so we can map our tools like online deposit and check request forms so your staff or families can communicate with us directly with internal controls systematized.
Technology
Our Suite of Software Includes:
- Quickbooks Online or Intacct
- Bill.com
- Expensify
- Gusto (if payroll is local)
- SAGE Intacct
Reach out to us about incorporating any systems required by your diocese.
Our Clients
The books are closed on time, we can access data when needed. I feel confident we are set up for success for the future.”
Diocese of San Jose
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