JMT Consulting

JMT Consulting The Experts in Mission-Driven Nonprofit Finance

Chicago, we’re coming your way!Join JMT Consulting on September 28 for a full day of hands-on Sage Intacct training desi...
09/02/2026

Chicago, we’re coming your way!

Join JMT Consulting on September 28 for a full day of hands-on Sage Intacct training designed for new accounting staff, operational users, and cross-trained team members at nonprofits and Tribal Nations.

During this in-person bootcamp, you’ll build confidence navigating Sage Intacct, strengthen your understanding of dimensional accounting, and work through key processes across General Ledger, AP, AR, Cash Management, and Budgeting. Plus, we’ll explore newer features designed to make your day-to-day work a little easier—including AI-driven automation, Copilot Help, and Close Workspace.

📍 Impact House | Chicago, IL
📅 September 28 | 8 AM–5 PM CST
🎓 Eligible for 7 CPE credits
🥐 Breakfast + lunch included

Ready to sharpen your Sage Intacct skills? Save your seat today!

https://hubs.ly/Q04wrldy0

Your mission deserves more than a one-size-fits-all approach to finance.At JMT Consulting, we support nonprofit finance ...
08/31/2026

Your mission deserves more than a one-size-fits-all approach to finance.

At JMT Consulting, we support nonprofit finance teams at every stage. From expert accounting services and nonprofit-specific technology to education, ongoing training, and leadership support, our team is there to help!

Because when your team has the right systems, resources, and expertise behind them, they can spend more time focused on what matters most: moving the mission forward.

Swipe through to see 5 ways we support mission-driven finance teams and see how we can help you.

https://hubs.li/Q04vZTMy0

Federal funding uncertainty isn’t just a compliance issue, it’s a financial planning issue.As federal policies are chall...
08/28/2026

Federal funding uncertainty isn’t just a compliance issue, it’s a financial planning issue.

As federal policies are challenged and interpreted in the courts, nonprofit leaders need to understand not only what’s changing, but how those changes could affect their funding, operations, and long-term planning.

Four recent federal cases offer important lessons for organizations receiving government funding—from what happens when grants are terminated to whether a ruling in another organization’s favor actually protects yours.

Our takeaway: Know where your organization is exposed. Build funding changes into your scenario planning. And make sure your financial and compliance processes are prepared to adapt.

Swipe through for four cases nonprofit leaders should have on their radar, then head to the JMT Consulting blog for the full analysis.

https://hubs.li/Q04vL-vM0

It’s always a great day when we get to connect with the people behind the mission!Our team had a fantastic time at the U...
08/26/2026

It’s always a great day when we get to connect with the people behind the mission!

Our team had a fantastic time at the United Way conference connecting with leaders, sharing ideas, and talking about how the right financial tools can help teams spend less time wrestling with processes, and more time focused on their communities.

JMT has worked alongside United Way organizations for decades, helping teams simplify financial management, improve reporting, and build systems that better support their mission.

Want to learn more about how we support United Way organizations?

Explore our United Way resources:

https://hubs.li/Q04vp-Dd0

This week's client spotlight is on Repair the World! They mobilize Jewish young adults and their communities to take act...
08/25/2026

This week's client spotlight is on Repair the World! They mobilize Jewish young adults and their communities to take action through service and learning that strengthens communities, deepens Jewish connection, and responds to urgent needs. Click below to read more.
https://hubs.li/Q04vcgCQ0

Bridges Healthcare Bridges Healthcare, Inc. is a nonprofit Certified Community Behavioral Health Clinic (CCBHC) dedicated to offering comprehensive mental health, addiction recovery, and primary care services across Connecticut. Serving as the state-designated local mental health authority for regio...

Sage Intacct’s built-in email templates and automation features are hidden gems that can dramatically reduce your admini...
08/24/2026

Sage Intacct’s built-in email templates and automation features are hidden gems that can dramatically reduce your administrative overhead.

What we’ll cover:

✅ configure and customize native email templates in Accounts Payable, Accounts Receivable, and Purchasing

✅ smarter communication setups using merge fields to dynamically populate client, vendor, and transaction data

✅ leveraging Copilot inside your Close Workspace to easily generate customized notification emails to your team

Learn how to leverage Sage Intacct’s native email builder, including the brand-new Copilot-generated template assistant for select template types, to automate standardized messaging directly from your ERP.

📅 Register here:

https://hubs.li/Q04tXNMm0

Starting Oct 1, informal grant guidance becomes binding regulation, requiring nonprofits to prove spend upfront rather t...
08/18/2026

Starting Oct 1, informal grant guidance becomes binding regulation, requiring nonprofits to prove spend upfront rather than after the fact. If your team relies on MIP or Sage Intacct, staying compliant doesn’t mean replacing what works—it means gaining full visibility into commitments before invoices land.

Join JMT Consulting and Compleat Software for a focused, 30-minute tactical session on how to eliminate spend blind spots, streamline payments, and protect your vital grant funding!

Register now ➡️ https://hubs.li/Q04tr_F60

Federal grant rules tighten on October 1, turning guidance into binding regulation and requiring nonprofits to prove spend upfront, not just after the fact. If you use systems like MIP or Sage Intacct, staying compliant doesn’t mean replacing what works; it means gaining visibility into commitment...

This week's client spotlight is on LEAP Social Enterprise! LEAP Social Enterprise delivers a holistic, research-based mo...
08/18/2026

This week's client spotlight is on LEAP Social Enterprise! LEAP Social Enterprise delivers a holistic, research-based model that supports students from birth through college and into the workforce — while reimagining how schools connect to and strengthen their communities. Click below to read more.
https://hubs.li/Q04tqd-h0

Bridges Healthcare Bridges Healthcare, Inc. is a nonprofit Certified Community Behavioral Health Clinic (CCBHC) dedicated to offering comprehensive mental health, addiction recovery, and primary care services across Connecticut. Serving as the state-designated local mental health authority for regio...

Could modernizing your finance department become the spark that transforms your entire nonprofit?Join us on The Nonprofi...
08/17/2026

Could modernizing your finance department become the spark that transforms your entire nonprofit?

Join us on The Nonprofit Show for an eye-opening discussion with Brad Powell from BILL and Buu-Lihn Tran from JMT Consulting as they tackle the future of nonprofit finance teams.

As AI and automation handle the heavy lifting of manual accounting, finance teams finally have the space to help guide executive decisions, spot new opportunities, and strengthen operations. Brad and Buu-Lihn share strong opinions on where the industry is heading and what nonprofit leaders should be doing today to stay ahead of the curve.

🔗 Watch LIVE on August 18: https://hubs.li/Q04thbwP0

What will the nonprofit finance team of the future actually look like? Smarter, smaller, and far more strategic? Brad Powell, Sr. Alliance Partnerships Manager at BILL, and Buu-Lihn Tran, SVP of Financial Solutions at JMT Consulting, explore how AI, automation, and modern financial platforms are res...

This week's client spotlight is on Impact, Inc.! They are a multi-faceted organization serving hundreds of adults with d...
08/11/2026

This week's client spotlight is on Impact, Inc.! They are a multi-faceted organization serving hundreds of adults with disabilities in employment, community living, and day and recreation programs. Click below to read more.
https://hubs.li/Q04sFm8X0

Bridges Healthcare Bridges Healthcare, Inc. is a nonprofit Certified Community Behavioral Health Clinic (CCBHC) dedicated to offering comprehensive mental health, addiction recovery, and primary care services across Connecticut. Serving as the state-designated local mental health authority for regio...

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1982 Providence Parkway
Mount Juliet, TN
37122

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