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Greater Opportunities of the Permian Basin, Inc.

Protecting Funding for Head Start

Greater Opportunities of the Permian Basin (GOPB) needed a dozen chart of accounts and expense accounts to manage its Head Start and Early Head Start locations in western Texas. Workflows were manual and burdensome — and put the nonprofit’s funding at risk, since it was nearly impossible to see how much money remained in the budget.

The Challenge

The accounting system at GOPB was preventing the nonprofit from growing. It was also frustrating. GOPB had to set up separate company books to allocate expenses and revenue from different sources. The chart of accounts had become huge and complex and created an untenable administrative burden. Financial reporting required manual rework and data manipulation. Moreover, the current system wasn’t transparent enough for a grantee of federal funding.

The Solution

Wipfli helped GOPB select a new, cloud-based accounting system to streamline the organization’s chart of accounts and improve reporting. GOPB wanted a platform that could automate or reduce its manual and paper-based processes, and that would increase visibility into the nonprofit’s financial data. It chose Sage Intacct and enlisted Wipfli to plan the implementation, train its employees and provide post-launch support..

Wipfli really cared about us being capable and successful with the system past implementation.
LeeAnn Unruh Chief Fiscal Officer Greater Opportunities of the Permian Basin

The results

Wipfli helped GOPB transition manual processes to Sage Intacct and taught employees how to create reports and leverage time-saving features. Data entry and approvals are more efficient now, and processes are auditable. Wipfli also reduced GOPB’s chart of accounts by using dimensions. GOPB can maintain one account for expenses like salaries but view them by department or other dimensions. The CFO has real-time visibility into the budget and can drill down into Head Start and Early Head Start accounts — so it’s easier to prioritize and plan how to spend every dollar.

Services Engaged

Sage Intacct
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