Abila Non-Profit Consultant Success Story: CVEP

Written by Mike Renner | Fri, Oct 13, 2017

Abila Nonprofit Consultant Success Story with Local CVEP

Coachella Valley Economic Partnership (CVEP) is a nonprofit economic vitality organization devoted to attracting, retaining and expanding business and developing a high-skilled workforce to enhance the economy and quality of life in the region.

WAC Solution Partners Greater Los Angeles - Helping Businesses to Grow Effectively

As providers of accounting software, implementation and support, we offer a wide range of solutions designed to fit businesses and non-profits of all sizes. Our combination of products and services allow you to better manage your accounting and to make insightful decisions about your company’s future.

EXPERTISE WITH LOCAL ROOTS AND NATIONAL REACH

This is a success story that embraced persistence, partnership and always working with and looking out for our customers best interest.

We are very involved with the Coachella Valley business community. In 2014, a local CPA named Kelli Cox, was working with CVEP on their financial statements. CVEP had laid off their Controller. Kelli didn’t have time to do many of the accounting tasks they were requiring. She knew we were Abila Certified Consultants and brought us in to meet with Lesa Bodnar, Chief of Staff of CVEP.

Kelli recommended us to take over many of the accounting tasks due to our knowledge and expertise. CVEP also wanted additional training on Abila software for their staff. Mike Renner trained the staff on General Ledger, Accounts Payable and Accounts Receivable. Laurie Renner went onsite weekly to work on the Abila software, make accounting entries and at the end of the month reconciled their bank statements. She also worked with Kelli to make sure the financial statements and board reports were ready for the board meetings. Laurie has been working with this client ever since. It's an ongoing success story for 3 years now.

Some of the comments from the Chief of Staff - Lesa Bodnar are:

“Laurie reconciled some previously undiscovered items.”
“Laurie was thorough and consistent”
“There were cost savings and no additional staff needed”
“I would absolutely recommend.”

Laurie has extensive experience in all accounting functions and has acted as a controller for many of our Abila, Sage 100, and Quickbooks clients for months and sometimes years after installation of the software.

Written by Mike Renner: Partner of WAC Solution Partners - Greater Los Angeles, Abila non-profit consultants and support provider based in Indio, CA.WAC Solution Partners are Abila nonprofit consultants for ERP and fund accounting. WAC is dedicated to offering business solutions like Abila Fund Accounting and Sage 100 ERP with over 25 years in the accounting software industry.

Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.Specialties: Sage 100 ERP (formerly Sage MAS90 / MAS200), Abila MIP Fund Accounting™, Acumatica, QuickBooks Pro Advisor

Abila, Abila MIP™, Abila MIP Advance™, Abila MIP Fund Accounting™, and true fund accounting™ are trademarks and registered trademarks of Abila, Inc. in the United States and other countries. They are used by permission.

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