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Senior Living Case Study - Multi-Entity Financial Management to Support Future Growth

11/16/2020

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Senior Living Case Study - Multi-Entity Financial Management to Support Future Growth
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. 
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Nonprofit case study - Keeping Pace with High Growth Demands at Meals on wheels

11/16/2020

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Meals on Wheels Case Study
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.
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Senior Living – Assisted Living Financial Dashboards and KPIs That Matter

10/26/2020

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Senior Living – Assisted Living Financial Dashboards and KPIs That Matter
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.

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Energizing and Evolving Finance at a 100-Year-Old Senior Living Organization

10/19/2020

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Energizing and Evolving Finance at a 100-Year-Old Senior Living Organization
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. 
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Avoid HIPAA Fines - Remain Compliant with Sage Intacct

10/12/2020

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HIPAA Through the Eyes of a CFO
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.
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Datasheet: Cloud Accounting Software for Senior Living / Assisted Living Organizations

10/5/2020

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Datasheet for Cloud Accounting Senior Living / Assisted Living
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.
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The Evolving Role of Today’s CFO

11/30/2018

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New technologies and growing expectations are changing the job of CFOs like never before. An article in Forbes put the matter like this: “Perhaps chief technology evangelizer, chief strategic engineer or chief operations partner should share the billing with the finance title. CFOs today are expected to fill all of these roles.”​

To be more strategic and a champion of growth, CFOs need to embrace technology in all its forms. Deloitte research indicates seven technologies that “have growing interaction and relevance for how the work of finance gets done:”
  1. Cloud computing
  2. Process robotics
  3. Visualization
  4. Advanced analytics
  5. Cognitive computing
  6. In-memory computing
  7. Blockchain

“Together, [these technologies] form a toolset finance can use to improve its own performance and serve the business more effectively, especially when they are used together,” according to Deloitte.


Elevating finance to the cloud
In particular, tech-savvy CFOs are looking to the cloud to expedite financial accounting tasks and get the insights they need to grow their business. Cloud-based financial management solutions such as Sage Intacct are essential to progressive CFOs for several reasons:

  1. Greater operational efficiency. Sage Intacct replaces the “million spreadsheet march” with smart and streamlined automated financial processes, including order-to-cash, procure-to-pay, and project accounting. Sage Intacct has the flexibility to automate workflows including PO approvals, automatic invoicing, and more—without a spreadsheet in sight.

  2. In-depth insights, on demand. Sage Intacct provides comprehensive, real-time financial reporting and analysis, giving CFOs an up-to-the-minute picture of their entire organization. They can create any report, dashboard, or visualization they need with the precise metrics that matter to investors, lenders, executives, and department leaders.

  3. More productivity, flexibility at less cost. Sage Intacct eliminate the hardware costs and IT burdens while delivering the advantages of modern financial software—with lower costs, more security, and increased productivity. In addition, Sage Intacct implementations can be adapted—including functionality, reports, and analyses—to stay in step with changing business requirements. In this way, CFOs sidestep the painful capital investments, and tap into the power of sophisticated, high-performance financial software that’s managed by experts in a world-class data center.

Kevin Craig, managing director at Concur Canada, summed up the benefits of cloud technology this way: “Ultimately, cloud-based solutions are the key to allowing CFOs to take on the evolving role they are expected to fill. With emerging technologies and increased automation helping to remove much of the mechanical burden placed on a CFO, these business leaders are free to concentrate on adding value in the form of creative innovation and strategic direction to continue moving their business forward.”

Grow your company and your role with Leaf Software Solutions
Technology in and of itself has little value without the right partner. That’s why you can trust the professionals at Leaf Software Solutions to select and implement a business technology solution for your organization—one that helps you meet current needs and provides a platform for growth.

Contact us today and let us know how we can help.
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Transparent Nonprofits

7/30/2018

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8 Ways Nonprofits Can Be Financially Transparent

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Businessman Simon Mainwaring once said, “The keys to brand success are self-definition, transparency, authenticity and accountability.”  Transparency and accountability, in particular, are essential to a nonprofit achieving mission success.

In fact, these two principles are foundational to the rating system used by Charity Navigator, the nation's largest and most-utilized evaluator of charities. Charity Navigator offers these two definitions:
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Accountability is an obligation or willingness by a charity to explain its actions to its stakeholders.

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Transparency is an obligation or willingness by a charity to publish and make available critical data about the organization.​​


How to show accountability and transparency
The willingness to be accountable and transparent about your nonprofit — especially finances — creates an environment of trust that encourages donations. Financial transparency and accountability are also essential for legal compliance.
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The National Council of Nonprofits lists several ways your nonprofit can - and in some cases, must - demonstrate financial transparency:​​
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  1. If requested, provide copies of the three most recently filed annual information returns (IRS Form 990) and your organization’s application for tax-exemption. These can be posted on your website.
  2. Be honest in your solicitation materials and in communications with donors about how their gifts will be or have been used.
  3. Adopt a conflict of interest policy with a disclosure statement that your Board and staff must create an executive compensation policy that ensures the Board is aware of, and approves, the salary and benefits of your Executive Director or CEO.
  4. Have the Board of Directors review important financial reports as well as review the IRS Form 990 before filing.
  5. Adhere to sound financial management policies, including internal controls. This ensures accountability.
  6. Adopt an expense reimbursement policy that requires prior approval and limits expenditures to a reasonable limit.
  7. Publish information about your nonprofit’s tax-exempt status, who’s on your Board of Directors, and appropriate financial information on the website.
  8. ​Simplify financial transparency with cloud software.

Nonprofits face significant challenges as a result of thin staffing, tight budgets, primitive financial management tools (e.g., spreadsheets), and far-flung management teams. Financial transparency may seem almost impossible.

Fortunately, there’s cloud-based fund accounting software from Sage Intacct. Now you can create greater levels of transparency across every dimension of your organization and get real-time visibility into your organization’s financial health. Key stakeholders like the Board of Directors have instant, actionable insight to make smart decisions about your nonprofit’s future.

Let Leaf Software Solutions guide you to greater financial transparency and accountability. By focusing on your business needs first, so we can design a solution that scales as your nonprofit grows. Call us at 317-814-8000, or email us to get started today.
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Another Award!

7/10/2018

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Leaf earns Bob Scott's Top 100 VARS 2018 recognition
By David Caldwell, Sage Intacct Practice Lead -

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Once again, Leaf Software Solutions has gained recognition as a leading ERP solutions firm. Leaf earned the 38th position in the much-respected “Bob Scott’s Top 100 VARs 2018.” This is a list of VARs across the United States who sell and support financial software. Ranking and selection were based on revenue, employees and financial software type. Companies represented on the list were broad in reported revenue and with a particular focus on the middle market. The financial software product lines included were Microsoft Dynamics 365 products, Sage Intacct, Netsuite, and Accumatica. Furthermore, the predominance of VARS in the list represented cloud-based business software, which supports the expected industry trend where many have or are moving away from “on-premise” systems.

Leaf Software Solutions has a long-standing presence in the Greater Indianapolis area and has spent the last 31 years accelerating commercial growth for its clients. Leaf brings a unique blend of talented business and technology resources to every project. Leaf offers a full suite of financial software options, including a robust development workforce and strategy. Leaf is recognized, by the Indiana Chamber of Commerce, as one of the Best Places to Work in Indiana, and has received this award for seven consecutive years.

Bob Scott has been informing the mid-market financial software sector through print and Internet-based publications for over 24 years and has served as technology editor of Accounting Today and as executive editor of The Progressive Accountant.
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Reporting & Dashboards

5/24/2018

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Sage Intacct Reporting and Dashboards

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Gain Visibility and Insight with Sage Intacct Cloud Financial Software ​
As your business grows, your finance team feels the pressure to expand the breadth, accuracy, and granularity of your financial and management reporting. Executives, investors, shareholders, auditors, and others want to know more than what’s happened—they want to know why. And you want to get this information quickly so your organization can correct problems or respond to opportunities before the moment is lost.

That’s why you need best-in-class cloud financial management solution from Sage Intacct. Its reporting and dashboard features ensure you get the deep operational and business-performance insights that tell you why—and the real-time view that enables you to act today.
Sage Intacct Key Insights Dashboard

See every dimension of your business

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With Sage Intacct, you can more easily create reports, graphs, dashboards, and visualizations that analyze performance by business driver. When you use dimensions to tag transactions and store financial or operational data along with its business context, you’ll fundamentally improve your reporting—and get fast answers to your business questions.

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Sage Intacct includes 10 built-in dimensions for capturing and reporting on business context, including department, item, and employee. You can also create additional custom dimensions to track other business drivers.

Get the rich reports you need—the way you want them

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Create reports that go deeper by drawing on your combined financial and operational data. What’s more, you can drill down to source transactions for immediate, granular details or easily view consolidated reports without waiting for period-end. With Sage Intacct, you can do it all without exporting data to a spreadsheet, writing custom scripts, or waiting on someone to customize reports.

Take advantage of more than 150 pre-built accounting and financial reports—or build and customize your own reports right from within Sage Intacct. With flexible scheduling and delivery options, like email and cloud, you can get reports when you need them, where you need them.

Make it easy for stakeholders to get the insights they need

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​Display real-time reports, metrics, and insights tuned to the needs and perspectives of all stakeholders—in finance, sales, operations, and the boardroom—wherever and whenever they need them. Dashboards provide at-a-glance views of what matters most: cash balances, project profitability, deferred revenues, revenue per square foot—practically any ratio or metric you need.

Plus, data visualization features let you easily flag important trends, display critical comparisons, highlight missed or hit targets, and more. Skip the hassle of exporting data to a spreadsheet or presentation program and emailing it; instead, just build a dashboard once, then let Sage Intacct update it for you in real time.

Elevate your success with Leaf Software Solutions

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​Sage Intacct unlocks valuable insights that help you plan smarter and lead with confidence. And Leaf Software Solutions offers a proven yet flexible framework for successfully implementing business cloud applications like Sage Intacct, so you can focus on your business and not on technology.

Ready to set your sights on success?  Contact us today!
Comprehensive Sage Intacct Dashboards
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