IS YOUR NONPROFIT AUDIT-READY?

Key Insights from the 2025 IRS Data Book By: Brian Carter, CPA The recently released 2025 IRS Data ...
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Outsourcing HR: A smart move for many nonprofits

Today’s nonprofit HR teams often oversee a myriad of functions. These include recruiting, hiring, onboarding, training, payroll coordination, ...
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Essential Budget Strategies for Nonprofits 

By: Brian Carter, CPA and Jack Wiles, CPA  A nonprofit budget is more than a financial document. It ...
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Is your nonprofit’s spending policy still working?

A thoughtful spending policy helps nonprofits balance today’s funding needs with tomorrow’s financial stability. Now is an ideal ...
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It’s time to start preparing your nonprofit’s annual report

Waiting until year end to plan your not-for-profit’s annual report can lead to rushed content and overlooked accomplishments. ...
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Approaching nonprofit mergers with intentionality

A merger of nonprofit organizations can provide many benefits — but only when organizations enter the process with ...
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Expand your nonprofit’s donor base with giving circles

Today’s donors increasingly want to play an active role in deciding where their charitable dollars go. That’s one ...
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Helping your nonprofit’s board make sense of financial reports

Board members don’t need accounting credentials to provide effective oversight. In fact, many nonprofit boards are intentionally composed ...
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Is your nonprofit properly insured?

Insurance is a critical part of a nonprofit’s overall risk-management strategy. From protecting employees and volunteers to safeguarding ...
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How to strengthen your nonprofit’s cash flow

Many nonprofits experience financial challenges. Even organizations with healthy fundraising can face cash shortages if money isn’t arriving ...
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The pros and cons of alternative investments for nonprofits

As your not-for-profit looks for new ways to strengthen long-term financial performance, you might be considering alternative investments. ...
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Is an advisory board the right solution for your nonprofit?

Nonprofits often face challenges that require specialized expertise, broader community representation or fundraising connections beyond what their governing ...
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