Looking for a consultant

Kris Yeager
Kris Yeager
Second Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I am looking for a consultant to help me clean up and optimize my FE system. Accounts are not set up correctly/consistently and cannot utilize the functionality of the software including basic reports (i.e., cash flow statement). Please let me know best practices / options available. Thanks!

Comments

  • Karen Edwards
    Karen Edwards
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Kris Yeager
    There is a company called NPact that has done a webinar or two for BB that I get emails from. We have not used them, so I can't speak from personal experience, but thought I would pass on the the name.

  • Christopher Stanko
    Christopher Stanko
    Sixth Anniversary Name Dropper Facilitator 1 July 2025 Monthly Challenge

    @Kris Yeager
    Look into Cause and Solution (www.causeandsolution.com). They assisted us with implementing one of our FE NXT databases and were pretty helpful.

  • Stu Manewith
    Stu Manewith
    Ninth Anniversary Kudos 2 Name Dropper Participant

    I'm also familiar with NPact and would recommend them. Another recommendation is Capital Business Solutions. Both groups have solid FE consulting teams.

  • Kristie Sopher
    Kristie Sopher
    Third Anniversary Name Dropper Participant Facilitator 1

    @Kris Yeager
    We use Your Part-time Controller for our accounting services and I have been pleased with their services assisting us with implementation, accounting, report creating and audit. yptc.com

  • Adam Bluemner
    Adam Bluemner
    Seventh Anniversary Name Dropper Facilitator 1 Blackbaud Community Moderator

    @Kris Yeager I'm seeing some excellent recommendations from Kristie, Stu, and others in this thread, but if you'd like to hear about other options, as well, I'd be happy to have your Customer Success Manager follow-up to discuss.

  • Kris Yeager
    Kris Yeager
    Second Anniversary Name Dropper Participant Facilitator 1

    @Adam Bluemner Thanks and that would be great. I attended a webinar and posed the question and never heard from Blackbaud on the response.

  • Ferdie Alayon
    Ferdie Alayon
    Seventh Anniversary Kudos 2 Name Dropper Participant

    @Stu Manewith +1 for Capital Business Solutions.

  • Adam Bluemner
    Adam Bluemner
    Seventh Anniversary Name Dropper Facilitator 1 Blackbaud Community Moderator

    @Kris Yeager I'm sorry to hear that. We can definitely get you some follow-up on this. Many good consulting choices in the network. I've reached out to your Customer Success Manager and you should be hearing back shortly!

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