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Case story · PMAP
From a legacy system to cloud books and Board-ready reports
Problem: A national association’s accounting ran on an older system, with slow document approvals and monthly reports that took effort to assemble.
What I did: Led the move from Profit Plus to QuickBooks Online, standardized the accounting workflows, and digitized document distribution and approvals.
Result: Document processing time cut by an estimated 80%, and monthly Board financial reports with Budget vs. Actual analysis for 20 committees.