Contact Soft Trac

Sage Consulting Services

Soft Trac is a full service consulting firm with a professional staff consisting of nonprofit accounting and fundraising specialists.

Accounting Services

Soft Trac's accounting consultants have over 20 years of experience as top level nonprofit financial managers. In addition to providing implementation and training services for Sage MIP Fund Accounting our consultants provide a wide range of financial services that allow organizations to enhance their financial management controls.

Services include:

  • Financial Statement design review and recommendations
  • Financial Statement Preparation including cross fiscal year grant reporting.
  • Fraud detection
  • Interim CFO
  • Pre-audit Review
  • Preparation and Review of audit schedules
  • Reconciliation of schedules to General Ledger
  • Review of and assistance with implementing year end audit and management letter recommendations.
  • Review of internal controls, procedures and policies

Fundraising Services

Soft Trac's fundraising consultants have over 15 years of experience in nonprofit development. In addition to providing implementation and training services for Sage Fundraising 50 our consultants provide a wide range of marketing and fundraising services that allow organizations to build their development efforts.

If you're like many nonprofits, there are times when you really need some marketing support.

Services include:

  • Marketing Planning and Support
  • Development of marketing strategies
  • Helping your organization launch new programs
  • Teaching you how to work with the media
  • Fundraising Consultation
  • Review of Donor data

Custom Procedure Manuals

Help get existing staff on the "same page" with regard to your procedures and bring new hires up to speed with custom procedure manuals that will ensure institutional knowledge is written down, instead of buried in a key staff person's mental vault. They'll save you time, money and frustration.

sage MIP nonprofit software
United Way of Greater Portland has been a happy Soft Trac customer for several years. With an annual campaign approaching $9 million and funds distributed among thousands of agencies nationwide, Soft Trac's dedicated and talented staff helped develop personalized solutions to meet our unique accounting needs. Soft Trac's support to our team has been integral to our support to the community.

Bryan O'Connor
Controller
United Way of Greater Portland