Recently at G-Accon headquarters, we had the opportunity to chat with Clay Sandoz. Clay is the founder and owner of Wellstead Solutions, a consulting company for people who want to create their own non-profit foundations. Wellstead primarily works with mid-size nonprofits which require full-service financial operations. This is where G-Accon has been able to help Clay! Using our business solutions, Clay has been able to streamline logistics and provide more efficient services to his clients. In our Q&A below, we chat about his work and how G-Accon has helped Clay in his day-to-day business operations.
Welcome Clay! Can you tell us a little bit about your business, clients, and services you provide? What is the story of your business?
Clay: We serve mid-sized nonprofits, offering full-service financial operations including donation processing, bookkeeping, accounts payable, expense reimbursements, payroll, etc. One of the biggest things we handle on behalf of our clients is processing all things donation related. This includes processing physical checks, overseeing online donations, and interacting with donors when there are questions or issues. We currently have 9 clients and active conversations with 2-3 prospective clients.
What challenges do you face in your day-to-day business operations?
Clay: As our list of clients grew, we were doing similar tasks (like running monthly journal entries, generating P&L and balance reports, etc.), but each set of data was different (clients, donors, systems) and had to be treated as a separate set of tasks.
Why did you choose G-Accon?
Clay: I don’t remember where I learned about G-Accon, but it didn’t take long for me to become a big fan! Before G-Accon, I was using a service that allowed me to upload .csv files as journals. That was groundbreaking at the time, but it was one-directional. I think I began searching for “Quickbooks Google Sheets Integration” when a prospective client expressed interest in getting more detailed reporting. That led me to G-Accon, where I discovered that I could pull reports and upload data!
Which G-Accon features were the most useful to you? Did you discover any new features that made your life easier?
Clay: It’s hard to say what’s most useful, but the feature that is probably most important to me is uploading journal entries. I do some complex journals each month that are based on a number of factors (like donations to specific campaigns needing to be credited to certain classes, related credit card processing fees needing to be assigned to those classes, etc.). Years ago, I was calculating this in Google Sheets and manually entered the values into Quickbooks. Being able to upload journals has been an absolute game-changer.
Have you faced any difficulties while using G-Accon solutions? How did you deal with them?
Clay: It took me a bit to understand some of the concepts of G-Accon (like how templates are created on each page that you can update/modify/delete), but it didn’t take long to learn. I have also had a few issues with processes not working as expected (journals uploading twice, fields becoming un-mapped, etc.). The support team has been helpful in assisting me through these issues though.
What does your work experience look like? What kind of reports do you create? How do you integrate G-Accon into your work?
Clay: I do all the work for my business and my clients in G-Accon (it’s a little complex to share at this point, and the extra licenses would not be fully utilized). The primary ways we use G-Accon are for uploading journal entries and pulling P&L reports, all of which I now schedule to run automatically! This all feeds into sheets that I use to create dashboards for my clients.
How have G-Accon solutions affected your business?
Clay: G-Accon has been crucial in allowing me to reduce my time doing something a computer can do while also minimizing errors (no copy/paste or manual entry).This has allowed me to scale my business.
How do you spend the time that was freed up with G-Accon?
Clay: The extra time and mental capacity has allowed me to focus my attention on other aspects of my business like developing standard operating procedures, refining processes, and developing our offerings. This has had a compounding effect. It has also given me more space in my schedule for things like a morning run or spending additional time with my family.
Thank you for your time, Clay! We appreciated chatting about your business and your experience with G-Accon.
BTW If Clay and his team could be of assistance to you as you form or improve your nonprofit, you can find more information – including how to get in touch – at wellsteadsolutions.com
There is a whole story behind each client and business. In our new interview series, we aim to explore these stories and show you how G-Accon is helping companies today. If you are interested in being featured on our blog or exploring our business solutions, feel free to reach out to us. We are looking forward to working with your company next!
Disclaimer: Comments by Clay Sandoz about G-Accon were not solicited or paid for in any form. He freely offered his honest thoughts and statements.