operations
Finance & Operations

See how Jan H. helped Legacy Reef Foundation on a Finance call

Susanne O
Susanne O.
Chief Operations Officer
Jan H
Jan H.
Volunteer
Matched on
Jun 25, 2020
Saved
$434
Hours Given
2 Hours
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What did Legacy Reef Foundation want to talk about?

How useful is it to have QBooks & donor mgmt software integration? Donations would be under the same class/account, assuming no restrictions. Individual donations would not be treated differently...

Additional Context

I have used Donor Perfect , Constant Contact and Quickbooks. None were integrated with each other. We are considering Virtuous which will combine DP and CC capabilities, but it is more expensive. I am trying to figure my ROI with these choices, Integration with QB comes at a higher price, and I would like to understand the advantage. Thanks!!

Posted By
Susanne O
Susanne O.
Chief Operations Officer
Final Product
Phone Consultation
Cause Areas
Environment
Education
Legacy Reef Foundation
Kailua Kona, Hawaii, USA

What did Jan have to offer?

I am now retired but worked for 10 years in corporate accounting (Owens Corning Owens Illinois) Following that I spent 18 years designing and implementing accounting software (SAP & Oracle) for a variety of banks and governmental agencies As a volunteer, I have completed over 35 Pro Bono projects for Catch a Fire specializing in Quickbooks implementations and problem solving. QB will let you track grants and designated donation...

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I am now retired but worked for 10 years in corporate accounting (Owens Corning Owens Illinois) Following that I spent 18 years designing and implementing accounting software (SAP & Oracle) for a variety of banks and governmental agencies As a volunteer, I have completed over 35 Pro Bono projects for Catch a Fire specializing in Quickbooks implementations and problem solving. QB will let you track grants and designated donations and the restricted funds they create. I would love to talk to you.


Skills
Accounting
Finance
Experience
  • Experience in finance and ability to provide advice over the phone
Jan H
Jan H.
Volunteer
Las Cruces, NM, USA

What did they have to say?

Jan H quickly understood our problem, and just as quickly guided me to the solution. He saved me hours of work! Thanks Jan!

Susanne O

Susanne O.

Chief Operations Officer

About Legacy Reef Foundation

At the Legacy Reef Foundation, we aim to work with local communities to plan, develop, and support coral reef restoration projects throughout the world.
Fun Fact

Fun Fact

This is the 15th project posted by Legacy Reef Foundation.

Total Saved
$41,490

Check out Jan's total impact

Jan H has matched on 78 projects with 69 organizations so far!

Total Projects
78
Saved
$157,523
Time Given
832 hours
Member Since
April 2019
Skills Used
Accounting
Communications
Finance
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Causes Supported
Animals

Arts & Culture

Civil Rights















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Networks
Jan H
Jan H.
Volunteer
Las Cruces, NM, USA

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