Non Profits

Sum Financial provides a complete range of bookkeeping, financial and computer based application services to non-profit organizations. In addition we offer a turn-key integrated solution for non-profits: StudioSchool Pro by Dedication Technologies cross platform (MAC/PC), Filemaker application.

Software Licensing Requirements

• Studio School Pro Multi-User Network Version - $3500.00 Hosted on SUM server at pointinspace.com
• Includes 2 FileMaker Pro licenses (Mac/Win) and two hours of data integration. ($4500 after 31 March)
• FileMaker Pro Additional Licenses $150.00 each
• Data Integration of Existing Data into StudioSchool Pro $100/hour

Rates:

Historical data entry/clean up based on a rate of $55 per hour for full service customers, $65 per hour for consult customers, once we review the paper/old database records we can provide an estimate for integrating/entering historical data. This estimate is likely to involve a combination of data integration by Dedication Technologies at $100 per hour and data entry/clean up by Sum Financial at $55 or $65 per hour. Data entry based on a rate of $35 per hour for full service customers, $45 per hour for consult customers.

Local Users:

Nantucket: Nantucket Artist’s Association, Nantucket Preservation Trust, Nantucket New School, Saltmarsh.

Cape Cod: Cape Cod Conservatory, Falmouth Artists Guild, Truro Center for the Arts Castle Hill.

Bookkeeping Integration:

We provide a set procedure for integrating information from the donor database into the bookkeeping system. The two systems (Studio School Pro and QuickBooks) should balance so that information doesn’t have to be duplicated in QuickBooks.

Studio School Pro

Full Database Management: On or Off Site


Maintain donor database, including solicitation and acknowledgement records and mailings

Maintain information and mailing database for the Board of Directors

Data integration into QuickBooks



Event Management



Events managed as a subsidiary ledger

Manage event solicitations and acknowledgments, catering count, event attendance, auction tickets and items, committee/board income reporting

Itemize expenses

Produce committee/board expense reports

Net income from subsidiary QuickBooks file P&L entered as line item in non-profit’s main QuickBooks file