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    • Accounting & Tax Services
    • Nonprofit Audits
    • 401k Audit
    • Small Business
  • Coaching for Pastors

Financial 101

Are Your Social Media Accounts Working For — Or Against — You?

From promoting fundraisers to recruiting volunteers, shining the spotlight on your nonprofit organization involves implementing several different …

Are Your Social Media Accounts Working For — Or Against — You?Read More

Category: Financial 101, Nonprofit AuditsTag: nonprofit audit guide, nonprofit audit responsibilities, nonprofit audits, nonprofits

Budgeting Ideas for Uncertain Times

COVID-19 wreaked havoc on virtually every sector that contributes to the American economy. The pandemic also devastated many nonprofits that rely on …

Budgeting Ideas for Uncertain TimesRead More

Category: Nonprofit AuditsTag: 401k audit, accounting records, Ernst Wintter, nonprofit audits, nonprofits

Preparing Your Nonprofit For an Enviable Challenge

It is the ideal scenario for your nonprofit organization. The enviable challenge in front of you has generated a considerable amount of interest and …

Preparing Your Nonprofit For an Enviable ChallengeRead More

Category: Nonprofit AuditsTag: nonprofit audit types, nonprofit audits, nonprofit charters, nonprofits

Manage Your Gifts in a Taxwise Manner

A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …

<strong>Manage Your Gifts in a Taxwise Manner</strong>Read More

Category: Financial advisorTag: accounting experts, financial advisor, nonprofit audits, nonprofits

Maximize the Use of Your Retirement Plans

Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …

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Category: Financial advisorTag: financial advisors, retirement plans

Nonprofit Restructuring Has Become Easier, But Not Without Challenges

If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …

Nonprofit Restructuring Has Become Easier, But Not Without ChallengesRead More

Category: 401k Audit, broker dealer audits, Financial advisor, Nonprofit AuditsTag: 401k audit, nonprofit audits, nonprofits

What a Successful Call-to-Action Looks Like on Your Direct Mail

Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …

What a Successful Call-to-Action Looks Like on Your Direct MailRead More

Category: Business, Small BusinessTag: custom mail services, graphic design services, plain language

California Nonprofit Board Meetings Should Be Short

Improve communications to different teams. Whether your nonprofit is holding video conferences or is back to in-person gatherings, you don’t want …

California Nonprofit Board Meetings Should Be ShortRead More

Category: Business, Legal Matters, Nonprofit Audits, OperationsTag: nonprofit audit committee, nonprofit audit guide, nonprofit audit responsibilities, nonprofit audits

The Basics on Donor Advised Funds

One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …

The Basics on Donor Advised FundsRead More

Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

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