As a finance professional in a Senior Living / Assisted Living organization, you may be experiencing growth beyond the capabilities of your current financial software package. Sage Intacct handles multi-entity organizations with ease. See the case study below for further clarification.
In Search of Multi-Entity Financial Management to Support Future Growth Personal Healthcare, a senior care facility management organization, previously used outside accountants and an industry-specific software suite to manage its financials, but the software failed to keep up with the company’s rapid growth trajectory. The old software couldn’t support paperless financial processes or provide transparency into revenues, payroll, and expenses across different states, facilities, or departments. “We chose Sage Intacct over healthcare industry solutions because it was immediately clear that it would be incredibly easy for all of our staff to use, and it allows us to configure the system to our very specific needs,” said Israel Ostrovitsky, controller at Personal Healthcare. “Sage Intacct gives us the flexibility to customize virtually any report and analyze our financial data using key operational metrics like cost per-patient-per-day - a measure that’s extremely important in a business as specialized as senior care.” Please access the entire case study to learn more here. Questions on how Leaf can improve your Senior Living / Assisted Living business with cloud financials? Please contact us and we'll collaborate towards a solution. 
Are you a finance or accounting leader in a growing nonprofit organization? Then this case study will go a long way to help you understand the impact of implementing cloud based financial software.
Challenges Keeping Pace with High Growth Demands Meals on Wheels America is the leadership organization supporting the more than 5,000 community based programs across the country that are dedicated to addressing senior isolation and hunger. The nonprofit’s challenge is to prepare the network that already serves 2.4 million Americans each year to meet the increasing demands of a rapidly growing senior population. Meals on Wheels America needed modern financial management to keep up, as Don Miller recognized when he joined the nonprofit as chief financial and administrative officer in 2013. “I walked into an organization that was running on QuickBooks and Excel and was very limited by its systems, especially when it came to managing grants,” Miller said. “I knew we needed an accounting system that could help us grow.” As it was, Meals on Wheels America faced tons of time-consuming manual accounting work, and relied on Excel to manage grant funding - which was especially problematic with restricted grants from funders that specify a particular use. Reporting was severely limited, and travel and expense accounting was still done on paper. Please download the complete case study here: https://online.sageintacct.com/rs/473-QSL-641/images/cs_Meals_on_Wheels.pdf Questions on how Leaf can improve your nonprofit organization with cloud financials? Please contact us and we'll collaborate towards a solution. 
Webinar November 19, 2020 at 2:00 pm Eastern
With all of the changes happening in healthcare, the need for Personal Health Information (PHI) in your finance and accounting system is growing. What PHI will you be using and why? Have you thought about the effects of HIPAA compliance on:
If you haven't - you should, or you could end up on the HHS "breach portal." Paul Johnson, Partner in Wipfli LLP's Risk Advisory Services practice, will join us to talk HIPAA in the light of today's healthcare environment. November 19 2pm Eastern - Register Here Sage Intacct is the #1 cloud financial management system for data-driven, growing healthcare organizations. Our security safeguards have been certified as HIPAA- and HITECH-compliant by Avertium (formerly Sword & Shield), and Sage Intacct is the only accounting software endorsed by the AICPA. If you need help evaluating whether Sage Intacct would be the right financial management solution for your organization, schedule an appointment and let's talk. We are here to help. 
Webinar: Wednesday November 18, 12:00e/11:00c You've just wrapped up another audit -- or maybe you're in the midst of planning for the next one. How can you be better prepared? Revenue, receivables, and consolidation. Typically, financial statement audits get derailed by deficiencies in these 3 areas. Join Sage Intacct to hear real stories of good and bad audits directly from a financial auditor. You'll learn how cloud accounting software can reduce your audit risk and have you well prepared every time auditors open your books. Join us for this one hour webinar and discover:
If you need help evaluating whether Sage Intacct would be the right financial management solution for your nonprofit, schedule an appointment and let's talk. We are here to help.
In our continuing efforts to keep the Senior Living / Assisted Living verticals informed in the cloud financials space, we thought it would be relevant to post this new research that may affect your organization.
New research indicates most home health and hospice leaders are exposed to serious financial risks due to the lack of access to real-time financial data and business analytics. This comes at a time when daily management of key performance indicators has never been more important as providers attempt to navigate new payment models and predict the financial impact of COVID-19. Over the past 12 months, financial complexities have grown exponentially, and business leaders are being challenged like never before to manage cash flow. Unfortunately, real-time visibility into financial and operational performance continues to evade most providers. Now is the time organizations must evaluate their financial management systems to ensure they get the visibility they need - when they need it - to navigate these challenging times ahead. A recent study conducted by Porter Research and sponsored by Sage Intacct reveals that many of the most popular financial accounting systems are severely lacking in their ability to provide home health and hospice business leaders the insight they need. The majority of the providers are using outdated methods and limited, on-premise financial accounting systems that are putting their long-term viability at risk. Download the complete white paper, 'Financial Visibility = Financial Viability in a Post-Pandemic Society' here. Ready for more information? Please schedule an appointment and we'd love to collaborate on a project to help with your cloud financials. 
Increasing revenue. Consolidating across multiple entities. Budgeting. Implementing internal controls. Facilitating audits and compliance reporting. Sometimes, it’s easy to overlook the fact that CFOs of nonprofit and for-profit organizations alike, share many of the same challenges in pursuit of the same overarching goal: optimizing the returns of the organization’s activities by carefully managing all aspects of its finances.
But, of course, in the nonprofit world, it’s not about maximizing profitability it’s about maximizing impact. Nonprofits typically pursue a “mission-first” philosophy, aiming to achieve greater social or philanthropic goals and balance the competing interests of social mission and a sound financial foundation. The result is a host of additional challenges that can burden the nonprofit finance team and its financial software infrastructure. The fact is, it’s never easy to be a CFO. Regardless of the organization, every CFO faces both common and unique challenges and pressures. However, in many ways, financial leaders at nonprofits must address even greater difficulties than their for-profit counterparts. It can be a result of thin or part-time staffing (and sometimes merely volunteers). There are always tight budgets, primitive tools (think of dozens of spreadsheets from multiple contributors), and far-flung management teams. Nonprofit CFOs are under the gun to achieve so much: to automate processes, improve productivity, create greater levels of transparency and visibility, enhance the governance of the organization, and strengthen the team’s decision-making and strategic focus. How can a CFO survive this challenging environment? The guide linked below discusses some of the key challenges, special requirements, and unusual constraints of financial management and shares some tips and best practices from numerous nonprofit finance experts. Download the white paper ‘The Nonprofit CFO’s Survival Guide’ here. Ready for more information? Please schedule an appointment and we'd love to collaborate on a project to help with your cloud financials. 
Leverage real-time visibility and insights to make more informed decisions.
The healthcare industry is undergoing exceptional change . . . And that’s without the added pressure of a global pandemic. While the world attempts to come to terms with a new normal, healthcare organizations are on the front lines of this crisis. And for an industry that has always been about helping others, maybe this information can provide you some help. We’ve spoken to healthcare organizations about their approach to managing their financials during this unprecedented time. Their best advice? Focus on what you can control. You have a wealth of knowledge and data at your fingertips - you just need to figure out how to harness it so that you can make changes on the fly and stay nimble. In good times and bad, healthcare CFOs and CEOs need better visibility into both financial and operational metrics to allow for more data-driven decisions. Research shows that healthcare CFOs would like to move away from being a financial “scorekeeper” and assume a more strategic partnership in organizational intelligence and planning. Interested in reading more? View the eBook: Healthcare Financial Dashboards and KPIs That Matter - How to leverage real-time visibility and insights to make more informed decisions Questions on how Leaf can improve your Senior Living / Assisted Living business with cloud financials? Please contact us and we'll collaborate towards a solution. 
Moving from Transactional Accounting to Analytical Decision Support
With a rich 100-year history of serving seniors and their families through a variety of health, wellness, and social services, Lutheran SeniorLife's business has expanded significantly over the years. Most recently, the nonprofit acquired some organizations that provide visiting nursing and human services, each of which used different accounting systems. With this increasing complexity, Lutheran SeniorLife's chart of accounts and financial processes were getting out of hand, and its finance team decided to centralize core functions and move all 24 entities onto one robust platform. Around this time, the organization also migrated its clinical system to HealthMEDX, and went in search of a user-friendly financial management solution that could connect with its new software to help improve productivity across the board. “We wanted a platform that would build on the basic capabilities of our legacy system, with the addition of rich reporting and a more integrated multi-entity general ledger,” said William Thompson, accounting manager at Lutheran SeniorLife. “We chose Sage Intacct over Oracle and Microsoft Dynamics for its flexibility and ability to eliminate manual work in support of our goal – to transform the traditional approach to finance, and alter the mix of our finance team’s skills towards more financial analysis, risk management, and forecasting.” Interested in learning more? Read the full case study here: https://rc.sageintacct.com/customer-case-studies/lutheran-seniorlife Questions on how Leaf can improve your Senior Living / Assisted Living business with cloud financials? Please contact us and we'll collaborate towards a solution. 
Are you a finance leader within a Senior Living / Assisted Living organization? Then you’re concerned about protecting the privacy of patient information. Since Sage Intacct is committed to safeguarding your organization's protected health information, we want to make sure you're aware of Sage Intacct’s compliance with HIPAA.
Please view this on-demand presentation entitled “HIPAA Through the Eyes of a CFO" to find out more about how Healthcare organizations are utilizing Sage Intacct, the only HIPAA compliant mid-market cloud financial solution, to monitor their performance and keep their financial processes running smoothly. Please do not hesitate to reach out to us with any questions you might have. 
Senior Living / Assisted Living organizations face unique challenges and need technology to better understand their practice and succeed in the future. As the need to use Protected Health Information (PHI) to understand the health of practices grows, so does the need to maintain HIPAA compliance and keep PHI secure - including in your accounting system.
Leaf Software Solutions and Sage Intacct are passionate about building accounting software solutions that help you better understand your business, maintain HIPAA compliance, and succeed in the evolving healthcare industry. Please download this datasheet to learn much more about how cloud accounting software can impact your Senior Living / Assisted living organization. If you have any questions, please contact Leaf today. 
Healthcare Hangout - Complimentary Online Series for Assisted Living and Senior Living Finance Professionals
Join these 30-minute sessions and take the opportunity to network, learn and share with your finance peers. The healthcare industry is experiencing exceptional change, but how can we, as finance leaders, lead our organizations out of crisis and reignite growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the healthcare industry. Topics in the series include:
See this link for the series schedule and descriptions for all sessions. Missed a session? You'll find the recording at the link as well. Please let us know if we can be of assistance by scheduling an appointment here. 
With new challenges in nonprofit giving, the need to engage your donor base is more important than ever. Staying connected to your donors and communicating your impact can help ensure your organization continues to get the funding you need to continue your good work.
In the eBook, ‘Nonprofit Storytelling: Using Data and Performance Metrics to Motivate Donors’, you’ll learn how to leverage your financial data and performance metrics to better tell your story. You’ll also get best practices along with specific examples of how you can elevate your story to strengthen long-term sustainability. Download your copy here. If you’d like to better understand what Sage Intacct can do for your organization, please contact us. 
Cloud computing has revolutionized nonprofit accounting and financial management. What will be the next wave of change? We believe it will be Digital Transformation.
Join us for ‘Digital Transformation for Nonprofit Finance Teams’ This popular webinar, now on demand for you to watch at your leisure, will feature:
Sage Intacct nonprofit accounting software gives you features for centralized control and distributed responsibility in one system – contact us, we’d be happy to show you how. 
Are your nonprofit financials audit-ready? Do your financials present the lowest possible risk of errors, earning a “clean” unqualified opinion from your independent auditor?
With growing competition for funding and intensified scrutiny by stake holders, audit-ready financials are vital for your nonprofit organization’s mission success. Download ‘How to Speed Up Your Nonprofit Audit with Audit-Ready Financials’ In the eBook, you’ll gain insights into the key to audit-readiness, learn how to properly organize and prepare audit-ready financials, and see how nonprofits like yours have been able to shorten audit preparation time by 62%. We hope you find value in this resource - please contact us at info@leafsoftwaresolutions.com with your questions. 
Leaf is a proud supporter of WFYI Public Media. In fact, we’ve been supporting WFYI since 2006, underwriting morning and afternoon radio programming such as Morning Edition, All Things Considered, and Marketplace. What was the genesis of this support? Why have we continued to support public media?
Some History As Leaf redefined its own space in the market, rebranding to Leaf Software Solutions in 2003, we were determined to reestablish the company as a local resource. We knew part of our core philosophy was to establish trust before offering solutions as we targeted customers in the Central Indiana area. As it turns out, the profile of our target customer happened to closely match the characteristics of those that were already listening to and consuming public media. As our chairman Mike Wilson states, “The opportunity to take advantage of this match between WFYI listeners and our target customer was percolating right under our noses. It was simply up to us to make the investment in a public resource we believed in. In early 2006 we started underwriting WFYI and have been pleased to be a part of their mission.” Underwriting vs Advertising The revenue model public radio depends upon is based on underwriters, not traditional advertisers. The messaging within this model allows us to affirm our support for public media rather than simply pitch our product information. This style of communication resonates with listeners and creates a halo effect as we reiterate and confirm the values of public media to their loyal listeners. The Leaf brand message is showcased in an uncluttered environment, not in a block of ads where listeners may tune out. Just as Leaf establishes trust in our collaborative engagements with customers, WFYI establishes trust in its listeners by providing high quality educational and informative programming. Our Target Customer Aligns with WFYI’s Radio Audience When you look at the WFYI radio coverage map with its focus on Central Indiana, you see alignment with the Leaf target geography. Our desire is to be known locally, establishing business relationships and providing solutions here in Central Indiana. By underwriting local programming, Leaf is reaching those business leaders that are not only engaged in the community, but also are decision makers. Loyal Audience, Loyal Customers A public radio audience values the difference between advertisements and sponsorships. When listening to commercial radio with its up to 26 minutes of non-programming time per hour, you’re more likely to change the station. With public radio listeners, over 56 minutes of programming occupies every hour, decreasing the clutter and resulting in a loyal audience keeping the dial set where it is. Clearly, this gives sponsors like Leaf a better chance to reach our audience. Listeners come to appreciate this schedule, and associate our brand with the high value, low interruption type of programming. Linking Our Brand with WFYI One thinks carefully before choosing an advertising or underwriting partner. Do you and your brand want to be linked to the values and character of that partner? Associating our brand alongside a partner providing engaging and thought-provoking content positions Leaf favorably. Leaf lives by its core principles of Fairness, Kindness, Effectiveness, and Significance. We see those principles reflected in the way WFYI delivers trusted and valued content to Central Indiana, which confirms our commitment as an underwriter. Are you interesting in learning more about WFYI Public Media? With your support, you’re contributing to the WFYI Mission to empower, educate, entertain and connect the community through impactful journalism, inspiring stories and lifelong learning. Donate to WFYI Public Media Interested in supporting WFYI? Visit the donate page here. Corporate Support of Public Media Is your business interested in underwriting public media? See this page. 
Nonprofit finance leaders need to assume a more strategic role in organizational intelligence and planning. To do that, you need better visibility into both financial and operational metrics, so you can make better decisions. In the Secrets to Gaining Visibility into Nonprofit Financials eBook, we explore the challenges of nonprofit financial reporting, reveal the secrets to gaining the visibility you need to develop winning strategies to advance your mission and discuss how your peers are using the cloud to deliver on growth strategies. “Before, everyone was in the dark, but with Sage Intacct it’s a whole new world. Department managers can see precisely how they are doing with the click of a button . . . As a result, people are controlling their costs proactively, the organization’s overall expenses are down, we’re sticking to our budget, and our spend is under control.” Alisa B. CFO
If you’d like to explore how to better control costs and keep projects on budget, please contact us. We're happy to answer your questions and show you the solution. 
In the mission-driven nonprofit world, accounting and financial management can sometimes slip down the priority list. It’s not always easy to allocate budget dollars to back office infrastructure that doesn’t directly support the nonprofit agenda, and it’s even harder to find the time and expertise to make it all work. Consider some of the obstacles:
What do nonprofit financial leaders have to say about their move to the cloud? “All of our chapters can access our cloud-based financials,” said Nikki Jones, Controller, Healthcare Businesswomen’s Association. “We have volunteers working all over the world at all hours of the day and night. With our system, they access the same world-class financial foundation that many companies use. Our board and chapter leaders have real-time access to reports, registrations, metrics, and analyses. That means we’re constantly on top of our operation and can make strategic decisions faster. For us, the cloud is critical. It’s the only way to go.” “Cloud financials are absolutely key to running a nonprofit today,” said James Linday, Vice President and CFO, Great Books Foundation. “Now we can eliminate lots of manual work, be more productive, and eliminate all of those capital investments. This is a predictable, flat operating expense, and we save at least $30,000 a year this way.” In nonprofit financial management, survival depends on predictable costs, a reliable infrastructure, and world-class functionality. Key Best Practices for Survival:
 Earning Gold Partner status with Microsoft enables Leaf Software Solutions to further meet the current and future needs of customers seeking application development and integration.
CARMEL, IND. (August 20, 2020) - Leaf Software Solutions has earned Microsoft Gold Partner status. The Gold Status is reserved for those partners who have agreed to collaborate and establish a close working relationship with Microsoft. The title communicates to the marketplace that Leaf has applied itself and has earned the highest standard of Microsoft's widely recognized competency program. Justin Kruse, who leads the Microsoft Power Platform practice at Leaf stated, “Our team, with their 50+ years of combined experience developing Microsoft applications, has proven expertise delivering quality solutions to the marketplace. By earning Gold Partner status, we are now better prepared than ever to take on the complex problems that businesses are encountering through thoughtful software development using the Microsoft Power Platform.” To earn the Gold Partner status with Microsoft, the team of dedicated software development experts at Leaf demonstrated expertise in the applications and infrastructure areas of business and technology including application development, app integration, cloud platform, and DevOps. These competencies are designed to not only prepare Microsoft Partners to meet customer needs, but also to help attract new customers who are looking for Microsoft-certified solution providers. Leaf Software Solutions now stands apart from their peers by being part of this elite tier within the Microsoft Partner Network. About Leaf Software Solutions: Leaf Software Solutions has been delivering mission critical business solutions for 33 years. Our consultative approach results in custom-tailored solutions that create value for your business. Learn more at www.leafsoftwaresolutions.com. For more information contact: Leaf Software Solutions Marty Bird 317-814-8000 mbird@leafsoftwaresolutions.com  Two Indiana companies are collaborating by combining testing and laboratory services with a software solution that tracks, monitors, and reports results.
CARMEL, IND. (August 6, 2020) - Leaf Software Solutions has developed a COVID-19 test tracking and compliance solution. In collaboration with ARIA Diagnostics, which operates COVID-19 testing sites throughout central Indiana, the software application is now being offered to organizations wishing to proactively address the sudden changes required as people return to work, school, and other activities. With a comprehensive testing, tracking, monitoring, and compliance solution, organizations will have information at their fingertips that will allow them to make decisions that prioritize the health and safety of their workforce, customers, student body, visitors, teams, etc. “Our goal from day one has been to help people return to their lives as safely as possible,” said Vipin Ahlakha, President of Aria Diagnostics. “The software application from Leaf is a valuable complement to our diagnostic testing and laboratory services. A single test result is certainly useful, but organizations require a comprehensive view to track results and have information to help keep people’s safety first as the country and the state reopen.” Chad Hankinson, President at Leaf Software Solutions noted that, “Proactive testing and tracking provides businesses, schools, higher ed institutions, and many others with the tools needed to keep safety as the top priority for their operating procedures. It makes good business sense, as does the collaboration with ARIA.” As a result of this partnership, organizations may use ARIA Diagnostics for on-site testing as well as several drive-through locations along with the Leaf test tracking application as one comprehensive solution. The tracking application from Leaf has capabilities that include an executive dashboard, individual compliance and monitoring, test tracking, system generated alerts and reminders, 360-degree views, as well as field level auditing. By using the Microsoft Power Platform, the developers at Leaf created a flexible solution that may be repurposed and customized to add value to organizations seeking to track virtually any process, such as policy and procedure testing, compliance, and skills testing. About Leaf Software Solutions: Leaf Software Solutions has been delivering mission critical business solutions for over 30 years. Our consultative approach results in custom-tailored solutions that create value for your business. Learn more at www.leafsoftwaresolutions.com. About ARIA Diagnostics: ARIA Diagnostics is a high-complexity, CLIA-certified, CAP-accredited clinical diagnostic reference laboratory located in Indianapolis with over a quarter million patient specimens’ experience delivering timely, accurate, clinically actionable information through our nationwide COVID-19 testing, medication monitoring and drug testing services. ARIA Diagnostics is committed to the improvement of patient care by expanding its national clinical laboratory network to provide population specific, decentralized, and clinician tailored testing. Learn more at www.ariadxs.com. For more information contact: Leaf Software Solutions Marty Bird 317-814-8000 mbird@leafsoftwaresolutions.com ARIA Diagnostics Susana Suárez 617-633-8927 susana@mediamoon.us  Leaf and CarDon Collaborate COVID-19 Testing and Tracking Application
CARMEL, IND. (June 15, 2020) – Leaf Software Solutions has recently developed a COVID-19 testing, tracking, and compliance solution for CarDon, which owns and operates over 20 senior housing communities in the Midwest. With operating procedures changing fast due to the coronavirus pandemic, CarDon needed to ensure the safety of its residents and associates by employing a comprehensive testing, tracking, monitoring, and compliance solution. That’s when they turned to the experts at Leaf based in Carmel, Indiana. Tom McClelland, Executive Director ‑ IT for CarDon stated, “From the start, our focus has been on leveraging the best technology to keep our associates and residents safe. We feel we accomplished that by partnering with Leaf.” Chad Hankinson, President at Leaf Software Solutions noted that, “CarDon offered us the opportunity to do what we do best – listen, consult, evaluate, and create a best-in-class solution to add value while meeting a true business need.” CarDon enjoys capabilities of the solution including the executive dashboard, individual compliance and monitoring, test tracking, system generated alerts and reminders, 360-degree views, as well as field level auditing. By using the Microsoft Power Platform, the developers at Leaf created a solution that may be repurposed and customized to add value to other businesses seeking to track virtually any process, such as policy and procedure testing, compliance, and skills testing. About Leaf Software Solutions: Leaf Software Solutions has been delivering mission critical business solutions for over 30 years. Our consultative approach results in custom-tailored solutions that create value for your business. Learn more at www.leafsoftwaresolutions.com. About CarDon & Associates: CarDon & Associates owns and operates senior housing and rehabilitation communities in central and southern Indiana. It is one of the largest such companies in the state, with 20 senior centers and approximately 3,000 employees. It is family-owned with main offices in Bloomington and Fishers, Indiana. Learn more at www.cardon.us. For More Information contact: Leaf Software Solutions Marty Bird 317-814-8000 mbird@leafsoftwaresolutions.com CarDon & Associates Kendra Fauth-Edwards 317-600-2040 kfauthedwards@cardon.us ### Flyer |
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