Enhanced Financial Reporting & Dashboards

Customizable dashboards & deep visibility into financials

Make data-driven decisions thanks to customizable dashboards and reporting for quick insight and deep visibility into business financials.
Best-in-class financial dashboard software with unsurpassed visibility. With Sage Intacct financial reports, you get the agility and flexibility to quickly slice-and-dice the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. Increase business agility through multi-dimensional visibility. Dive deeper with custom reports, dashboards, or visualizations. Reach peak performance with fast answers for confident decision-making.
Financial dashboard reporting software that turns data into insight. Quickly access or create a reporting dashboard that analyzes real-time business performance by business drivers—without managing a complex chart of accounts. The Sage Intacct innovative general ledger includes 10 dimensions to capture the business context of your transactions, operational measures, and budgets. 10 predefined dimensions are ready to go out of the box, including department, item, and employee. Add more dimensions to reflect unique business drivers and take your financial reports to the next level.
Improve business agility while saving hundreds of hours. Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business. Slash time spent checking the accuracy of your financial data thanks to multi-dimensional visibility of income statements, balance sheet, or your statement of cash flow and more. Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer embedded in your Sage Intacct financial management system. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Get rich financial reports, your way. With Sage Intacct financial performance software, you get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customized projects, or relying on external tools. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualizations.
Over the years, our nonprofit accounting firm has forged partnerships with countless nonprofit organizations, granting us an authentic insight into the distinct challenges they encounter. Our team of nonprofit accounting specialists excels in safeguarding your organization's tax-exempt status, meticulously tracking your funding, and ensuring unwavering compliance with the constantly evolving regulatory landscape.

We relish the opportunity to help you leverage your finances to make the biggest possible impact utilizing Sage Intacct's nonprofit accounting software.

We kick off every relationship with a Client Assessment – helping us understand your organization’s unique needs.


Gain Complete Confidence in Your Accounting

Your organization’s team should be focusing their time on what matters most – achieving your mission. That’s why we provide nonprofits with accurate data and transparent communication you can trust. With regular meetings to discuss your organization’s financial health, you’ll be confident that your organization is compliant, accountable and strategically utilizing your financial resources.

Individual Approach

We take an individual approach to each and every client, taking the time to thoroughly understand your problems, needs and goals. The result? Customized strategy and solutions that set your organization on a path to success.

Exceptional Customer Service

As an extension of your team, we are available when you need us. Always accurate, professional and on time, we are dedicated to helping everyone harness the power of their numbers to reach their true potential.

Team Of Industry-Leading Professionals

We are a reliable team of experts with decades of experience in business and nonprofit accounting. Our Nonprofit CPA’s are fully certified and regularly pursue professional education opportunities that keep their fingers on the pulse of accounting trends.

Hear From Some of Our Happy Clients

Customer satisfaction is at the heart of everything we do. We’ve proudly partnered with several nonprofits and businesses to enhance their accounting processes, understand their numbers and reach their financial goals.
“Working with JFW Accounting Services has given NCHV the tools and guidance we have needed to improve our accounting processes and offer better accountability to our board and donors regarding our finances. It is rare to find an accountant you truly enjoy working with, but Jo-Anne and her team have become a trusted partners in our organization’s success. Her promptness, wise guidance on the implementation of accounting principles, and attention to detail have provided me with better insights into my organization’s financial picture, improving my ability to lead the organization with sustainability in mind.”
“JFW Accounting Services is an important part of my organization’s success. Jo-Anne is responsive, patient, and extremely knowledgeable. We consider her part of the team and are grateful for her support! “
“We have worked with Jo-Anne Williams-Barnes for over five years and can say unequivocally that she has been a tremendous asset to our organization. Her deep experience, accounting expertise, and general know-how has significantly benefited us. She oversees all aspects of our finances, including our annual audit and tax filings and we would be lost without her. She has a wonderful attitude, is an absolute delight to work with, I highly, highly recommend her!”

We look forward to helping you achieve your financial goals!