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Nonprofit Bookkeeping Test
If you’re not an accountant yourself, it can be hard to hire a qualified bookkeeper. How can you tell if an applicant really knows bookkeeping? CPA Dennis Walsh created this terrific assessment test you can give candidates for bookkeeping and ac …
Meaningful Budget Work by the Board
The budget process sets an organization’s priorities. How does the board use its knowledge and leadership to add value to that process?
A Board-Staff Agreement for Financial Accountability
Use this helpful template, and a discussion on the finance committee with the ED and the finance staff to clarify roles around accountability.
Eight Strategic Mistakes with Memberships
If you have members (whether those members fit the legal definition of member or not), chances are you’re making at least one of these strategic mistakes identified by Ellis Robinson. With striking clarity she points the way not only to b …
Treasurers of All-Volunteer Organizations: Eight Key Responsibilities
Here is a wonderful, succinct guide that provides help for the 600,000 + treasurers of all-volunteer organizations (AVOs).
Our Executive Director is Embezzling
It’s the call no board member wants or expects to get: The organization’s executive director is being investigated for embezzlement.
Attorney Recommends Review Instead of Audit
Attorney Tom Silk shares recommendations that nonprofit organizations are better served by reviews in place of full audits.
Seven Ways to Reduce Your Audit Costs
Dennis Walsh, a certified public accountant, shares seven ways nonprofits can reduce the costs around the auditing process.
Focus on the Destination, Not the Route (Budget)!
Jeanne Bell argues it’s time to stop looking at budgets and pay attention instead to projections and financial goals.
Finance Fear Factor Ratios
Watching indicators of financial health like performance-to-budget or reserve size are important, but may not say if you need to worry now.
