Top 3 Audit Pitfalls Nonprofits Should Avoid
3 Audit Pitfalls Nonprofits Should Avoid Preparing for an audit isn't just about closing
How to Set Meaningful KPIs for Your Executive Director
One of the most important responsibilities of a nonprofit board is supporting and evaluating the
Moving Away from Dated Strategic Planning Practices: Why 40-Page Plans Don’t Work—and What to Use Instead
For decades, strategic planning meant spending months drafting a thick, binder-worthy document that ended up
Elevate Your Business with Smart Planning Board Meetings
Why do planning board meetings drive business growth? Planning board meetings can be a game-changer
Outsourced CFO Services in California: Expert Financial Leadership for Growing Businesses
Businesses need strong financial management to succeed. Many small and mid-sized companies struggle with cash
How to Prepare for a Payroll Audit in California
A payroll audit reviews a business’s payroll records to ensure compliance with California labor laws
10 Payroll Mistakes That Can Cost Your Business (And How to Avoid Them)
Payroll management is one of the most critical functions of running a business, yet even
Types of Fiduciaries: Trustee, Power of Attorney, Guardian—What’s the Difference?
In estate planning and elder care, it's important to understand the different types of
What Is a Fiduciary and Why Do Seniors Need One?
Our financial and legal responsibilities don't go away as we age—they often become more complex.
How to Protect Your Assets from a Nursing Home with a Trust
As healthcare costs rise, more families are thinking ahead about long-term care and how it