Case Study
Not-for-profit organization gains real-time visibility into data
Baker Tilly implements not-for-profit accounting solutions for Family Legacy, a Texas-based missionary with operations in Zambia.
Case Study
Not-for-profit organization gains real-time visibility into data
Baker Tilly implements not-for-profit accounting solutions for Family Legacy, a Texas-based missionary with operations in Zambia.
Client background
Since September 2000, Family Legacy has been dedicated to accomplishing one goal: transforming the nation of Zambia one child at a time.
The organization connects American families with the orphaned and vulnerable children of Zambia to proclaim the gospel, transform lives and rescue orphans. They accomplish their mission through three main ministries: CampLife, Legacy Academies and Tree of Life. After a rigorous evaluation, Family Legacy chose Baker Tilly over other on-premises and cloud solutions as the best fit to meet the needs of the organization.
We have so much more data than we ever had before.Sommer Clayman, Chief Accounting Officer, Family Legacy
The business challenge
- Due to the limitations of their legacy accounting software, Family Legacy did not have the capacity to report on all levels of their organization
- Without visibility right down to the lowest level of the program initiatives within the financial platform, the finance team dealt with unnecessary reconciliation and research
- Without the ability to provide leadership with detailed reporting - measuring trends and relationships over time - they had difficulty making good decisions for future growth
We love how customizable our system is ... The Baker Tilly team was great – we’re happy as can be and we’re really happy with Sage Intacct. Everything on the Baker Tilly side was right on time.Sommer Clayman, Chief Accounting Officer, Family Legacy
Strategy and solution
- Family Legacy now has access to their financial information from anywhere with internet access, whether it be in Texas or in Zambia
- Their new not-for-profit accounting software provides the organization with electronic workflows and approvals in every area needed, and will provide their team with real-time visibility into the data through easy-to-read dashboard reports
- Going forward, it will be simple to work with other systems, pulling in operational data automatically into a single source of truth to inform their decision making
