BlueWorld Global

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Not-For-Profit

BlueWorld is a Microsoft Gold Partner, providing solutions for efficient financial and customer/membership management using Microsoft’s Dynamics, SQL, Customer Relationship Manager and Business Portal products.  Dynamics SL is the best solution for your business needs.  BlueWorld is the factor that guarantees success are the BlueWorld methodology and our experienced people who employ that methodology.  We believe in working with proven innovative tools and processes.  This enables our customers to achieve their business objectives, timely and efficiently.  Microsoft’s Dynamics SL is the solution that eliminates the need for multiple financial systems.  Dynamics SL may be configured with minimal customisations to meet both the social responsibilities of not-for-profit organisations as well as the legal requirements of not-for-profit organisations.  We, at BlueWorld understand what makes US not-for-profit organisations different.  We know, for example, that:

  • a formal budget as a component of the organisation's 'books' is required
  • separate tracking and reporting accounting records, for different fund sources, grants, departments, programmes and/or functions is required 
  • any system must be able to allocate expenses across groupings
  • separation of the endowment as a restricted fund is mandated by generally accepted accounting principles(GAAP), tracking and reporting activity across different time periods (frequently not an annual basis), which often spans multiple fiscal years
  • funds records must be kept separately, consistent with donor restrictions
  • measuring and reporting the results of fund-raising events, programmes and/or departments allows management and the executive to measure the organisation's success
  • tracking and report the ratio of overhead to programme usage is critical to business management
  • inputting, tracking and reporting encumbrances must be controlled and secure

We, at BlueWorld have the expertise to cull and present in easy-to-understand reporting  formats,  the information needed to produce specialised reports, including SFAS 117 and IRS Form 990, for different internal and external audiences.  We know the stringent and granular reporting standards of the Financial and Governmental Accounting Standards Boards (FASB & GASB).  We understand the requirements of private and public granting agencies that have their particular detailed reports in unique formats.