The Financial Edge is a flexible, yet robust fund accounting software for community action nonprofit organizations. It is capable of managing your budgets, reporting, payroll and human resource needs, and much more – helping you focus more on your mission and less on accounting.

Need help leveraging your Financial Edge software for maximum success and efficiency? Our Financial Edge consultants can help!


The Financial Edge Services for Community Action Nonprofits

We are Financial Edge experts, providing nonprofits a unique approach to understanding and setting up their Financial Edge fund accounting software.

Our Financial Edge for Community Action Nonprofits services include: Software Assessment & Evaluation, Custom Training, Software Upgrades, Software Redesign, and ExtendedCare Plans.


The Financial Edge Software Assessment & Evaluation

student billing iconUndergoing a Financial Edge software assessment and evaluation can give you a better idea of how your solution is working for you.

Our consultants can recommend modules, supplemental and advanced training, software upgrades, or custom programming ideas to help you maximize the power of The Financial Edge.


The Financial Edge Training

training icon 1Our custom Financial Edge training for nonprofits can help you:

  • Leverage new and advanced features of the software;
  • Learn Financial Edge best practices for increased efficiency;
  • Manage your reporting and budgeting with ease and confidence.


The Financial Edge Software Upgrades

implementation iconYour Financial Edge database is integral to the success of your organization – and should be updated and upgraded with each new software release.

Our Financial Edge software implementation specialists can make sure your database is upgraded smoothly and with minimal work disruptions.


The Financial Edge Software Redesign

installation icon 1Your nonprofit organization is unique – you have a set process for budgeting, reporting, and maintaining your database. Your fund accounting software should make those processes easier, giving you more time to focus on your mission.

With a Financial Edge software redesign, you can re-program your fund accounting solution to function exactly as you need. Examples of custom programming and software redesign include:

  • Connecting your Financial Edge database to third-party software, and creating custom import or export updates to keep your information synced;
  • Creating VBA macros or processing rules within your Financial Edge system;
  • Adapting your Financial Edge modules and plugins to your exact needs.


ExtendedCare Plans for The Financial Edge

We also offer ongoing training and support through our ExtendedCare Plans for The Financial Edge.



What Nonprofits Say About Our FE Services & Training

“From the initial contact, CBS staff treated us differently. Instead of using generic classroom training with a set agenda, they took the time to understand our needs and create a custom training and consulting solution tailored for us. Unlike other options we have used in the past, at the completion of our engagement, we had a fully implemented system and a staff that was totally prepared for their use of The Financial Edge.”

Susan Becker, Arthur I. Meyer Jewish Academy

Our Financial Edge Consultant

Financial Edge ConsultantChristy Anderson graduated from Campbellsville College in Campbellsville, KY, in December of 1991, with a Bachelor of Science degree in Religious Education and a minor in Accounting. She has more than 20 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.

Learn More About Financial Edge Services for Community Action Nonprofits

Learn more about our customized Financial Edge software training and services for community action nonprofits by calling Bob Schilling at (888) 249-6008 Ext 110, email, or fill out the form below.

Organization Name *
Prospect Type
First Name *
Last Name *
Email *
I’m interested in:
Financial Edge Assessment & Evaluation
Financial Edge Training
Financial Edge Software Upgrades
Financial Edge Software Redesign
Financial Edge Extended Care Plans
How else can we help with your Financial Edge software?