Resources
Nonprofits: Don’t Ignore These Financial Warning Signs
Now that health providers are vaccinating populations in earnest, nonprofits are beginning to emerge from one of the most challenging
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
Achieve Financial Success by adopting a new financial tool increasingly used by nonprofit organizations. Experts call these “financial dashboards,” designed
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
Nonprofit contributions are not always eligible for tax deductions, even when someone itemizes their deductions and donates to tax-exempt organizations.
Properly Valuing donated services and gifts in kind
Donated services have become especially important during the COVID-19 pandemic, which has turned our economy upside down. Massive unemployment and
How The New COVID-19 Legislation Impacts Nonprofits and their Employees
Legislation Impacts from the Novel Coronavirus have created challenges for nonprofits across the country. Some nonprofits, including California nonprofits, are
Double Donor Donations with Matching Gifts
Donor donations play a vital role in matching gift programs, which most large U.S. employers offer to help nonprofits financially.
Four Reasons Your Nonprofit Might be Subjected to an Audit
Most of us worry about being subjected to an audit from time to time—after all, the IRS is known for
How new tax rules apply to your nonprofit’s donors
For most charitable contributions, the ability to qualify for a tax deduction hasn’t changed under the new tax rules introduced