Newsletter- Setting The New Standard
Table of Contents
Quick Reminders
Help Your Treasurer
Branding Your Campaign
Letters from the FEC
Hot Tip
Get Published!
About Us

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San Diego, CA 92102

(888) 217-9600

contact us at


“Thank you for all your work. We are so happy to be using your software.”
Anitra J. Beruti
Political Coordinator, HROC

“The customer service team at went above and beyond to ensure our success. The software itself is easy to use, efficient, and produced superior results. Thanks for a smooth, professional campaign! You made us look great.”
Samantha Bowman
Campaign Manager

“ has shown their excellent support services time and time again since I have been using their Back-Office product for two years. There has never been a question on my end that they could not and did not answer within hours. If you are looking for a software vendor that stands behind their product and their word to help you accomplish your database needs, it is”
Joe Murray
PAC Filer

“You folks are nothing less than super-helpful!!”
David Brown
Southwestern College Academic Action Group: PAC

“"I love your software and your support has been great.”
Steve Pierce
Steve Pierce for Mayor

We'd love to hear your positive feedback and suggestions about what we can do better.

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Dear Friend,

I opened my utility bill yesterday and saw that the amount had tripled from the month before.
As I flipped the page over, searching hopelessly for an oversight, I became distracted by an icy draft from the closed window a few feet away. Even in San Diego this winter is uncharacteristically cold, and what’s worse is that we aren’t prepared for it. I suddenly realized that my cheap windows were costing me money.

In our business we often see campaigns that cut corners in an effort to save money. Have you previously run a campaign using Excel as the primary campaign management tool? Yes, Excel is essentially “free” but so are the windows that are currently in my home.

Excel vs. BackOffice >>

In a small campaign maximizing resources is more than just a good idea, it’s a necessity. Like many small companies, you could spend hours sorting and sifting through columns of financial or voter data in a spreadsheet. You could have the kid across the street cobble together a website for you. Or you could make a worthwhile investment in your campaign.

Good investments offer good returns at minimal risks. Our products are used by literally thousands of campaigns nationally for a very good reason…they work. Regardless of the size of your campaigns, we have cost-effective packages that can save you money.

Whether your campaign is federal, state, or local, give us a call at 888-217-9600 to ask how our products can help maximize your campaign’s resources.

And stay warm.

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Quick Reminders


Next day turn around for most of our products means that you'll be up and running almost as soon as you order. Our friendly support staff will help ensure that you're experience is as effortless as possible.

Get your funds faster if you're using FundRaiser by signing up for direct deposit. Just call our finance department at 888-217-9600 to get set up.

Check out our new political JobBoard, our free service for job seekers and employers alike.

Go To JobBoard >>
Stay In Touch. We would like to stay in touch with you after all of the post-election shuffle. Please click the link below to give us your permanent contact information so we can send you product updates and check in with you from time to time.

Click Here to Send Us Your Permanent Contact Info >>

We have a 30 day cancellation notice required for all of our products. If you have questions about this, please call us at 888-217-9600.

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Help Your Treasurer

How can BackOffice help your campaign’s Treasurer?

If your treasurer was creating a top five list of the most time consuming responsibilities of their job would “data entry,” “government reporting,” and “tracking accounting” make the list? Would “error checking the data” or “sharing data with other branches of the campaign” round out the top five?

BackOffice is a database driven utility designed for adding and viewing large amounts of information securely, in real-time, and from anywhere. What makes BackOffice leap ahead of other products like Excel and QuickBooks is that it is specifically designed for the needs of the political campaign.

BackOffice integrates powerful financial tools with real-time information about donors, bills, fundraising, salaries, expenditures, and more. You can view this information with many built-in reports, or you can easily create custom reports to meet the needs of your campaign. Not only does BackOffice have built in error-checking, but each user is accountable for their work since you can view the last user to edit a given record. And you can go straight from accurate real-time information to creating compliant government reporting.

But the greatest advantage to using BackOffice is that it is a single program is used by everyone on your campaign - from the volunteer coordinator to the campaign manager. Sharing and accessing real-time information becomes a non-issue. Coordinating efforts between branches of the campaign becomes more than simplified, it becomes routine. And running your campaign this efficiently becomes not just preferred, but the only option.

Preview how it works >>

Learn more >>

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One Single Idea - Branding Your Campaign

A critical component of every campaign’s outreach efforts is the development and execution of a relevant, consistent, and well-managed brand. There is, however, a lot of confusion about what a brand actually is.

A brand is not a logo, a website, or a brochure. A brand is the promise that your campaign is making. It is demonstrated by your campaign logo, slogan, website, brochures, and direct mail campaigns. Further, it is demonstrated by the way your staff answers the phones, the way you conduct yourself during public events, and the way you thank donors. It is infused into all actions and interactions. It is the One Single Idea that ties all of your messages together.

Some questions to ask when building your campaign brand:

· Why are you meaningful?
· To whom are you meaningful?
· How do you reach your target audience?
· What do you need to do to secure their vote?

Build a comprehensive campaign brand with a simple message. Communicate your message visually in a way that is clear, concise, and consistent with your campaign’s value propositions. Brand your differentiators – not just your name. The messages that you develop should immediately communicate why you are a better choice than the incumbent.

A fantastic example of building a simple, steady brand was in the Presidential election of 1864. The United States was divided between North and South in a war to decide the fate of the Union, and President Lincoln was running for re-election. He ran on the simple message: Don’t change horses in the middle of a stream. What’s more reliable than your trusty horse, and why would you abandon him when you’re most vulnerable? This slogan conveyed the steady resolve that soldiers and civilians alike were seeking to get them through the war.

Real full article >>

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Letters from the FEC

Date Received by Conduit

Every year, the FEC selects several areas of government reporting to “pick on.” It’s usually something they’ve not had a problem with in the past but suddenly are sending letters regarding. This year, we’ve already seen a trend toward third-party intermediary transactions.

If you receive a letter from the FEC, the paragraph will start like this:

-Schedule A of your report discloses, as memo entries, earmarked contributions through a conduit.... This itemization must include the full name, address, occupation and employer of the individual contributor along with the date the contribution was received by the conduit.

Don’t panic. It simply means that the transfer date was not completed on the intermediary transaction.

To add the transfer date:

1. Go to the existing transaction.
2. Add a Transfer Date – this is the date that the original transfer was received by the conduit.
3. Do not check the transfer box (this indicates it is a different type of contribution).

For more help with third-party contribution, read more in our HelpFile here.

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Hot Tip - Changed Transaction Report

Renaming/Changing Saved Reports.

One of the most common questions we get during reporting periods is when the beginning cash balance does not match the ending cash balance of the previous report. The changed transaction report is designed to assist in finding discrepancies or transactions that may be causing problems with an FEC or other government compliance report.

To run the Changed Transaction Report:

1. Click on Reports > Government Reports.

2. On the bottom of the Government Reports Screen, click on the report: Changed Transaction Report.

3. Enter the Date previous report was filed. This is the date that you previously filed your last compliance report. For example, your year-end 2004 report may have been filed on 1/12/2005. You would enter in 1/12/2005.

4. Enter the Close of Previous Filing Period. This is the closing date of your last report. For example, the year-end 2004 year would have the date “12/31/2004” So you would enter in 12/31/2004.

This report then checks for several things:

1) Created after filing but dated before close.

These are transactions that were first created after the date the report was filed but currently are dated before the close. For example, if you entered a transaction on 1/20/2005 dated 12/28/2004, it would appear in the potential problems list with this alert.

2) Previously dated before close, now dated after.

These are transactions that previously were dated before the close of period and now are dated after the close. It will only report transactions that were most recently edited after the date filed and originally created before the date filed.

For example, if on 12/20/2004, a transaction was entered with the date of 12/20/2004 but on 1/20/2004, it was changed to 1/20/2005, it will appear on this report.

3) Previously dated after close, now dated before.

These are transactions that previously were dated after the close of period and now are dated before the close. It will only report transactions that were most recently edited after the date filed and originally created before the date filed.

For example, if on 1/5/2005, a transaction was entered with the date of 1/5/2005 but on 1/20/2005, it was changed to 12/20/2004, it will appear on this report.

4) Deleted transaction.

Transactions with a date prior to the previous close that were created before the previous report was filed and deleted afterwards will show up on this report (see limitation #1 below).

For example, if on 12/20/2004, a transaction was entered with the date of 12/20/2004 but on 10/15/2005, it was deleted, it will appear on this report.


1) Deletions prior to 10/12/05 will not appear.
2) Not all actions will necessarily be caught by this action.
3) Name changes and similar modifications are not caught.
4) Subvendors, partner itemizations, loans and other “minor” transactions will not be caught.
5) Will include some “false positives”.

I still can’t find my problem!

Manual review is the only option at that point. Print out the reports and review them by hand to find the issue.

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Get Published!

Get your ideas published (and a little bit of Internet publicity for yourself or your consulting firm) by submitting articles to's CampaignGuide. offers our CampaignGuide to provide useful advice from experienced political consultants, with in-depth, insider articles on everything from fundraising to voter contact - and everything in between.

If you are knowledgeable on a campaign related subject and would like to be published on our website, we encourage you to write an article (of any length) and submit it to us for review.

We're looking for articles on the following topics or any related topic you can suggest:

   • Organizing your Political Campaign
   • Creating a Campaign Field Plan
   • Running a Statewide Campaign
   • Writing Campaign Fundraising Letters
   • Dealing with Negative Media

When you submit an article, we include a brief profile about the author, as well as a web linka and contact info for their company (if applicable.) Email us with your articles, ideas or questions at

Visit the CampaignGuide >>

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Since 2000 has been providing campaign solutions for fundraising, accounting and contact management, online donation processing, form filing, voter contact, volunteer coordination, and web site administration. The company serves over 800 clients in 26 states, from local-level campaigns through Congressional and statewide races. has become an industry leader in cutting-edge Internet technology for political campaigns. To that end we offer unlimited product training and twenty-four hour emergency support.

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