Before Callanwolde Executive Director, Peggy Still Johnson made the move to outsourced accounting services, she was handling all back-office work herself.
“For years we had an in-house bookkeeper, and when she left, I took on the accounting work to save the center money.”
Despite good intention, Peggy found herself weighed down with administrative work, which took time away from her core duties.
“I spent a fair amount of hours on the bookkeeping each week. And if I was preparing for a Board meeting, I could spend anywhere from 15 to 30 hours pulling together the required financial information,” Peggy explained.
Additionally, the former in-house bookkeeper facilitated a completely paper-based, manual process. This left Peggy to advance Callanwolde’s accounting into the technology age.
“I knew enough about QuickBooks® to input data and perform basic reporting,” Peggy recalled. “But I knew we really needed an expert to pull the reports required.”
In 2013, the Board advised Peggy to outsource accounting work so she could be free to focus on higher-value tasks, such as fund raising, program enhancement, and oversight of the preservation and development of the Callanwolde estate…what she does best!
Near the end of 2013, Peggy outsourced Callanwolde’s accounting to the Atlanta-based firm, Marshall, Jones & Co. The firms offers its OnDemand Accountant service—which enables clients to outsource complex compliance tasks to a team of experts.
“It’s one of the best moves I made,” Peggy stated. “Now we have a dedicated team of accounting professionals working for us, instead of relying on one person to handle this very complex work.”