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How to prepare for your annual broker dealer audit

October 1, 2020 by Ernst Wintter & Associates LLP

Preparing for your annual broker-dealer audit should be a proactive agenda throughout your company’s fiscal year. Early preparation allows your business to stay compliant with the numerous rules and regulations. Failure to implement preemptive measures may result in an interruption of your … Read More

Practices for a Healthy Operating Reserve

February 12, 2019 by Ernst Wintter & Associates LLP

An important part of every non-profit’s financial safety net is its operating reserve, which is an unrestricted and relatively liquid part of its net assets. Care should be taken to ensure this reserve is maintained, as it is a primary remedy in the event of an emergency or budget shortfall, and the … Read More

The Benefits of a Hands-On Approach to Unemployment Insurance

February 7, 2019 by Ernst Wintter & Associates LLP

Unemployment costs can be a significant line item for nonprofits, however, it may be costing you more than it needs to. There are two strategies that your non-profit can use to be sure you are only contributing the amount of unemployment insurance that is necessary. And though the process may seem … Read More

3 Ways to Connect your Development and Accounting Departments

December 16, 2018 by Ernst Wintter & Associates LLP

Communication between departments in anon-profit facilitates collaboration, fostering an understanding of different roles within the organization, and more connections to support each other. A breakdown in communication between a non-profit’s development and accounting departments can lead to … Read More

Streamline your Non-Profit’s Accounting Functions

November 18, 2018 by Ernst Wintter & Associates LLP

Every non-profit has operational processes that must be repeated periodically. Optimizing these processes to maximize efficiency is important for ensuring that your non-profit minimizes costs. Even tightly run organizations can use some improvement — particularly in the accounting area. Here are six … Read More

Transitioning your Non-Profit from Overhead to Impact

November 4, 2018 by Ernst Wintter & Associates LLP

Local and national watchdog groups have played an important role in helping donors identify questionable non-profits for decades. However, the measurement standards have evolved since groups such as GuideStar, Charity Navigator, and the Better Business Bureau’s Wise Giving Alliance began issuing … Read More

Leveraging Accountability to Grow your Non-Profit

October 29, 2018 by Ernst Wintter & Associates LLP

Your non-profit’s mission is the core of your organization, and it is imperative that not only does your organization make an impact, but that it does so effectively and that the broader community understands this impact. Accountability allows for the work your non-profit does day in and day out to … Read More

Why Accounting Methods Create Differences in your Financial Statements

October 26, 2018 by Ernst Wintter & Associates LLP

Your organization likely develops financial statements internally throughout the years for your Board of Directors. This might include reports every month, quarter, or another cycle that your board prefers. Then, at year end, your auditors always propose adjustments. Why the consistent … Read More

How to Determine the Value of Donated Items for you Non-Profit

October 24, 2018 by Ernst Wintter & Associates LLP

It can be difficult for non-profit organizations to value non-cash and in-kind donations.  There are several purposes for valuing donations including record-keeping or providing a value for charitable tax deduction. Either way, your non-profit’s tax needs will likely include valuing donations at … Read More

Choosing the Right Insurance for your Non-Profit

October 21, 2018 by Ernst Wintter & Associates LLP

Risk management is important for every organization to integrate into their operating strategy.  Insurance is the cornerstone of any risk management plan, including your non-profit organization’s financial plan. While insurance cannot protect your organization from every adverse situation, it is … Read More

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