Recent Posts
Accounting Software Program Features that can Help You Stay on Track
Accounting software has become a critical resource for business. Learn how to find a solution for yours!
What does a Nonprofit Treasurer Do?
A treasurer is responsible for sharing financial information effectively with stakeholders. Let’s explore what this role looks like in the nonprofit setting.
Guide to Data-Driven Nonprofit Decision Making
In uncertain or difficult times, strong decisions count more than ever. For nonprofits, this means that financial and business strategies need to be informed by data.
How to Achieve Tax-Exempt Status
Confusing IRS requirements shouldn’t stand in your way of doing important work! Learn more about filing for tax-exempt status.
What is Nonprofit Enterprise Risk Management
A solid ERM plan can help your nonprofit to save money and emerge from crises stronger than ever!
Is Your Financial Reporting System Still Working for You?
Take a look at some of the ways you can assess your reporting system and make changes to adapt to your individual needs.
Podcast Episodes
Keep your business finances from falling through the cracks.
Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here’s how you can keep your business or organization’s finances from falling through the cracks.
IRS Tax Tips
As the IRS encourages, we share these Tax Tips with you to help you navigate this tax season.
Women: Planning for Finances in Marriage
How will marriage affect your finances? Things to consider with your future spouse before the big day.
Protecting your Income in the case of a Disability
We discuss how disability insurance can help you and your family if you are unable to work due to a short-term or long-term disability.
Tips for “Sandwich Generation” Women
Tips for women who are caregivers to elderly parents and their own children.
The financial roadmap to help your family: the personal document locator
In this episode, we discuss the importance of having a way for your loved ones to take care of your financial affairs in the case of disability or death. Preparing a document that describes where things are located and important information will make it much easier for your loved ones to access what they need to handle your affairs.
