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Advice with accounting issues (non-Bonterran feedback)

  • March 2, 2026
  • 1 reply
  • 51 views
J
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Question for non-Bonterra staff…. Has anyone had success resolving issues with accounting?

Please respond with a direct message - I’d love to connect for advice.

 

On a few occasions, we’ve had some major disconnect between our account manager (main advocate within Bonterra), and Bonterra’s accounting office. Seems to be a regular occurrence that we’re told things are resolved, and then need to be re-resolved. It’s been a major headache.

If anyone has a success story - and some tips, I’m all ears. Again, please send me a direct message. No need to have this all on the open message thread. Thanks!

 

    1 reply

    J
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    • jeff
    • Author
    • Active Advisor
    • March 19, 2026

    Going to try to revitalize this thread. 

    What kind of relationship / communication do others have with their account manager?

    We had a great one for over a year, where I had a standing meeting every quarter on his calendar where we could checkin and he’d advise on various situations - and then followup with things like next steps on scheduling a paid-for training or an update on our contract ahead of our budgeting process. Do others have a good routine with communication for their account manager?

    I have a name for our “account manager” and our “renewal specialist” but limited to no contact with either. I’m mainly communicating through IT support tickets, or whoever in accounting gets a billing ticket assigned to them. Very curious what others’ experiences are.

     

    If Que could handle all of these kind of things, that would truly free me up to focus on fundraising :) I’m now in my third Lenten/Easter spring fundraising cycle that has been disrupted by bad communication internally.

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