Courtney DeRonde is Managing Partner at TDT CPAs and Advisors, which outsourced accounting services at varying levels for businesses, including nonprofit organizations. Part of how TDT works with clients is in decision-making on what accounting systems do versus what information should be left in other data-management systems.

Host Steve Boland talks with Courtney about integrating accounting software like Quickbooks with outside systems (specifically donor relationship management software), using that information to monitor cash flow or forward projections, accounting for pledges in accounting software, and much more! Courtney has a free e-Book to help think through these issues.