Resources
Use Benchmarks to Improve Your Nonprofit’s Efficiency
Tips on Promoting Your Nonprofit in 2021
Many nonprofits spent 2020 dedicating their efforts to staying afloat. They were focused on improving their finances, some implementing new
How to Improve Communication Between Your Nonprofit’s Development and Accounting Departments [4 Steps]
Broker Dealer Audit Deficiencies
The Public Company Accounting Oversight Board (the “PCAOB”) recently released its annual report of findings in audits of broker dealers
The Broker Dealer Audit Program
The purpose of performing broker dealer audits and requiring regular reporting is to verify that broker dealers are compliant with
How to prepare for your annual broker dealer audit
Preparing for your annual broker-dealer audit should be a proactive agenda throughout your company’s fiscal year. Early preparation allows your
The Objectives of a Broker Dealer Audit
The requirements for broker dealer audits exist to protect investors. Once a year, a firm registered with the PCAOB must
Need Support to Achieve Financial Success? Try Financial Dashboards
Increasingly, nonprofit organizations are adapting a new financial tool from the nonprofit world. Experts call these “financial dashboards,” and they
How to Have a Positive Broker Dealer Audit Experience
Broker dealers registered with the Financial Industry Regulatory Authority and the Securities and Exchange Commission (SEC) are required to have
Nonprofits are now able to benefit from the Main Street Lending Program
Recently, the Federal Reserve announced a major change to the Main Street Lending Program, which is worth $600 Billion. Before
How To Replace Your Nonprofit Board for Better Leadership
When times are tough, nonprofits rely on their board of directors for leadership more than ever. Unfortunately, not every nonprofit
How to treat quid-pro-quo nonprofit contributions
Most of us know that there are situations when charitable contributions are ineligible for tax deductions. This can be so
Properly Valuing donated services and gifts in kind
There’s no question that the COVID-19 pandemic has turned our economy upside down. Massive unemployment and shutdowns are causing a
How The New COVID-19 Legislation Impacts Nonprofits and their Employees
There’s no question that the Novel Coronavirus has caused chaos across our country, and nonprofits are not exempt. Some nonprofits,
Double Donor Donations with Matching Gifts
Most large U.S. employers have matching gift programs. Matching gifts are a corporate giving program that help nonprofits financially. These
Four Reasons Your Nonprofit Might be Subjected to an Audit
Most of us worry about getting audited occasionally. After all, the IRS loves to get nosy with our personal taxes.
How new tax rules apply to your nonprofit’s donors
For most charitable gifts, the ability to qualify for a tax deduction hasn’t changed with the passage of the Tax
Keep your nonprofit afloat with a leadership succession plan
If your top executive were to step down tomorrow, would your not-for-profit company be able to make a smooth leadership