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Recent News & Blog

  • You’ve received a sizable inheritance: Now what?

    If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely.

  • Should you reassess your nonprofit’s office space?

    Since the original COVID-19 lockdowns, many not-for-profits have allowed their staffers to work from home — or work a hybrid schedule that puts them onsite only part time. This can leave a lot of office space unused.

  • Still have questions after you file your tax return?

    If you’ve successfully filed your tax return with the IRS, you may think you’re done with taxes for another year. But some questions may still crop up about the return. Here are brief answers to three questions that we’re frequently asked at this time of year.

  • How to use QuickBooks as a fraud detection tool

    Many businesses and nonprofits use QuickBooks® as a cost-effective solution to manage their accounting processes. However, the software’s capabilities extend beyond organizing and streamlining your company’s accounting. QuickBooks can also help you detect fraud.

  • Reporting non-GAAP measures

    Generally Accepted Accounting Principles (GAAP) is generally considered the gold standard in financial reporting in the United States. But private and public entities may sometimes use non-GAAP metrics in their disclosures and press releases or when applying for financing.

  • Don’t overlook these two essential estate planning strategies

    When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your wishes are carried out after your death. Indeed, the two specific strategies discussed below should be used in many estate plans.

  • Nonprofits and insurance: Getting it just right

    Whether you’re starting up a not-for-profit organization or your nonprofit has existed for years, you may have questions about insurance. For starters: What kind do you need? How much? Are you required by your state or by grantmakers to carry certain coverage?

  • Education benefits help attract, retain and motivate your employees

    One popular fringe benefit is an education assistance program that allows employees to continue learning and perhaps earn a degree with financial assistance from their employers.

  • Why you should be using tags in QuickBooks Online, and how to create them

    Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data.

  • Keeping in compliance with Uniform Guidance

    If your not-for-profit receives significant federal funds, it may be subject to the Office of Management and Budget’s Administrative Requirements, Cost Principles, and Audit Requirements (Uniform Guidance).

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