JMT Consulting

06/24/2026

AI is everywhere—but where does it actually save your nonprofit team time, or is it just adding to the noise?

In nonprofit finance, we don’t need another trend. We need practical, clear-eyed strategies that relieve overloaded teams, improve data accuracy, and strengthen financial workflows.

Tomorrow, June 25th on The Nonprofit Show, we are cutting through the AI hype to ask the questions that actually matter to your day-to-day operations.

Join Buu-Linh Tran (SVP of Financial Solutions at JMT Consulting) and Torbjorn Nilsen (Director of Business Solutions at DATABASICS) as they dive deep into:
🔹 Real Workload Reduction: Where AI genuinely saves hours in your expense, AP, and financial workflows.
🔹 The Human Factor: Where technology steps aside and human oversight remains critical.
🔹 Smart Strategy: Essential guardrails and questions every nonprofit leader must ask before adopting new AI tools.

📅 Tune in Live: Thursday, June 25 👉 https://hubs.li/Q04mvzXJ0

06/24/2026

Last week we had a wonderful time at the AICPA Nonprofit Conference!

We love helping mission-driven organizations connect best-in-class technology solutions to build stronger, more efficient financial operations—with JMT serving as a trusted partner every step of the way.

It was a pleasure connecting with both longtime partners and new leaders who are focused on modernizing financial management, improving operational visibility, and increasing the impact they make in their communities.

And huge thank you to our partners at BILL and Martus for collaborating with JMT Consulting at our booth!

06/23/2026

This week's client spotlight is on Notre Dame School of Milwaukee! Their mission is to challenge their students to reach their full potential as individuals, empowering them to direct their God-given gifts toward transforming their community. Click below to read more.
https://hubs.li/Q04mmQ9g0

F.B. Heron Foundation The F.B. Heron Foundation is a private, national foundation dedicated to helping people and communities help themselves. Founded in 1992, Heron is known for its pioneering work in impact investing and its commitment to deploying all its assets—grants and investments alike—i...

06/22/2026

Most tribal finance teams we meet are not short on effort. They are short on systems that match how the organization actually runs: grants, enterprises, housing, and community programs, each with its own rules.

Working only with nonprofits and tribal organizations for over 30 years, JMT's focus has shaped five ways we help:

1. Implementing Sage Intacct when your current system has hit its ceiling
2. Fractional accounting support when the finance office is stretched thin
3. Budgeting and planning tools that end spreadsheet season
4. Data services that fix broken connections between your systems
5. Board-ready reporting and grant management support

Different teams start in different places. The right starting point is the one that gives your staff time back. See how we can help you → https://hubs.ly/Q04m5Qhp0

06/18/2026

Sage named JMT Consulting as the Not-For-Profit Partner of the Month for Outstanding Achievement in May!

Thank you Sage and a huge congratulations to the entire JMT Team for all their hard work!

06/17/2026

Outside of salary, employee benefits are typically a nonprofit’s second-largest expense, yet they remain the one line item most CFOs struggle to manage with full transparency.

What we’ll cover:

✅ The six primary ways insurance carriers generate profit within your medical plan and how these invisible margins inflate your expense base

✅ Strategies to shift from passive payer to active manager and redirect recaptured dollars towards your mission

✅ Using Sage Intacct Dynamic Allocations to replace manual spreadsheets with automated, driver-based distributions

Reclaim control over this “black box” expense and redirect those recaptured funds toward your mission.

📅 Register here: https://hubs.li/Q04lKkGs0

06/16/2026

This week's client spotlight is on Housing Hope! Their mission is to promote and provide affordable housing and tailored services to reduce homelessness and poverty for residents of Snohomish County and Camano Island. Click below to read more.
https://hubs.li/Q04lCL4f0

F.B. Heron Foundation The F.B. Heron Foundation is a private, national foundation dedicated to helping people and communities help themselves. Founded in 1992, Heron is known for its pioneering work in impact investing and its commitment to deploying all its assets—grants and investments alike—i...

06/12/2026

We're going to be at AICPA's Not-for-profit Industry Conference next week in National Harbor!

Come visit us at Booth #102 to see how modern, integrated cloud tools can give you your time back.

AND While we talk strategy, we also want to treat you to some exclusive booth-only experiences:

Custom Luggage Tags: Get a premium leather luggage tag custom laser-engraved with your initials on the spot—perfect for your travels!

Oura Ring Giveaway: Enter our raffle to win the ultimate smart ring for sleep and health tracking.

Exclusive Demo Prize: Take a look at how our systems integrate to simplify your workflows and score an exclusive prize.
Invest a few minutes of your day to make the rest of your year easier.

Hope to see you there!

06/11/2026

Why do nonprofits love Sage Intacct?

Reason #1 - Sage Intacct's Finance Intelligent Agent

It turns hours of anlysis into a simple, natural conversation. Ask a simple question and get a simple answer in seconds!

Learn more about Sage Intacct and how it bring operational effeciencies, financial transparency, and ensure compliance for nonprofits → https://hubs.li/Q04l5SDV0

06/10/2026

Join us for a live Webinar on June 23rd, hosted by Raffa Investment Advisors!

Buu-Linh Tran, CPA and Dan Holcomb from our team will explore how forecasting and scenario planning help nonprofits respond to change, improve decision-making and strengthen financial sustainability.

What we’ll cover:
✅ How forecasting and scenario planning improve the financial ability and sustainability of nonprofits in a changing funding landscape
✅ Identify practical steps to move beyond annual budgets
✅ How budget management tools support the transition from traditional budgeting to forecasting and scenario planning

Learn how to pivot as priorities and budgets change mid-year and beyond.

📅 Register here: https://hubs.li/Q04kYv0_0