Capital Business Solutions recently helped Trinity Episcopal School of Charlotte, NC with their Financial Edge software.
Working with Glenn Dahlen, Business Officer at the school, CBS provided consulting to the finance staff to review and discuss reporting needs as they relate to a new Chart of Accounts structure, options within the system to address reporting requirements, delivered a new Chart of Accounts structure and action items to implement the new Chart of Accounts.
Who is Trinity Episcopal School? 
A little more than a decade ago, a group of Charlotte Episcopal clergy and parishioners planted a seed of educational excellence to be nurtured in the spiritually rich soil. Today, it is growing at Trinity Episcopal School. Thanks to the tireless efforts of hundreds of volunteers in our community, Trinity is igniting the minds, bodies, spirits, and senses of our children and families.
Trinity opened its school doors in Charlotte’s Center City in August of 2000, and in June 2005 Trinity Episcopal School received its accreditation from the Southern Association of Independent Schools and the Southern Association of Colleges and Schools. The School achieved re-accreditation in the spring of 2010.
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Which CBS Consultant is working with Trinity Episcopal School?
Christy Anderson – Senior Consultant and Implementation Specialist
Christy has more than 15 years of experience with the Blackbaud products, having worked at Blackbaud from 1994-2001 where she was a Senior Support Analyst and Software Trainer. Christy’s thorough product knowledge and training abilities made her a great resource for modifying and restructuring training workbooks; providing internal training to new analysts and coaching new trainers on their presentation skills. Christy started with Capital Business Solutions in 2001 where she currently directs client implementations for Capital Business Solutions and provides an in-depth understanding of non-profits along with a wealth of Blackbaud experience for our clients.
Blackbaud’s Financial Edge/NXT™
Blackbaud’s Financial Edge/NXT™ is the most comprehensive, purpose-built accounting solution for nonprofits. Taking your accounting to the cloud with Financial Edge/NXT™ not only reduces your IT and third-party costs, but it also ensures that you always have the latest, most advanced fund accounting technology and tools to help your team streamline accounting tasks and system workflows.
Capital Business Solutions
Capital Business Solutions, 2017 Blackbaud Channel Partner of the Year, is a recognized leader in providing cutting-edge, integrated financial and fundraising software solutions and professional services purpose-built for the nonprofit and public sector. Offering our clients more than thirty years of combined industry specific experience, we have successfully implemented more than 700 clients in our 19 years of operation.
If you are interested in finding out more about Financial Edge/NXT or training and services for Financial Edge/NXT please reach out to us at (888) 249-6008 or contact us to chat.