Capital Business Solutions, creators of SerraFund Accounting for NetSuite, a Cloud-Based ERP Solution for Nonprofits, is excited to welcome Individual Advocacy Group of Illinois to their software consulting practice.

Working with David Brooks, Chief Executive Officer and Sagkila Puckett, Finance Manager at individual Advocacy Group, Capital Business Solutions will be implementing SerraFund and Advanced Financials for their indirect allocations. CBS is working with the staff on Configuration of Classifications, Reports, Chart of Accounts and their Fund Accounting Balance Set. In addition to the standard implementation CBS is providing data conversion, end-user training and go-live assistance.

Who is Individual Advocacy Group?

Individual Advocacy Group

Individual Advocacy Group is a CARF accredited not-for-profit organization dedicated to community based supports and personal advocacy for individuals with special needs. IAG provides training programs, behavioral and individual therapies, community-based residential programs, advocacy and case management for individuals who have intellectual or developmental disabilities, mental health disorders, brain injuries or physical/medical conditions.

Which CBS Consultant is working with Individual Advocacy Group?

Peter Saul – VP of Professional Services

Peter Saul holds a Bachelor of Science Degree in Accounting from Penn State University and acquired his CPA license in 1992. He began implementing accounting systems for not-for-profit organizations while at KPMG in Raleigh, NC. Peter worked as the North Carolina reseller for a major not-for-profit software vendor for 7 years prior to joining Capital Business Solutions. Peter has focused on technology and accounting solutions for not-for-profit organizations for more than 15 years and now directs Capital Business Solutions consulting practice.

If you are interested in finding out more about SerraFund Accounting for NetSuite, a Cloud-Based ERP Solution for Nonprofits, register for a demo or contact Bob Schilling at 877-889-0629 or email You can also fill out a no obligation request form for information or to schedule a chat.