News & Insights

Eligible Businesses: Claim the Employee Retention Tax Credit

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The Employee Retention Tax Credit (ERTC) is a valuable tax break extended and modified by the American Rescue Plan Act (ARPA), enacted in March of 2021. Here’s a rundown of […]

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The Value of KPIs and Data for Nonprofits

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How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]

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Nonprofits: Hit Your Targets with Benchmarking

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How committed is your not-for-profit organization to benchmarking? Perhaps you think it makes sense in the for-profit sphere, but not as much for charities and other nonprofits. If so, you’re […]

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The Value of a Strong Financial Foundation – How Outsourcing Can Set Your Nonprofit Up For Long-Term Success.

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Today’s nonprofit sector is faced with a significant transition in demand for services, increased financial pressures, and the need to be flexible in project and program management operations. Nonprofit leaders […]

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Increase Your Nonprofit’s Financial Confidence & Controls with Outsourcing

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Now more than ever nonprofit organizations need time to focus on their stakeholders. Whether you are collecting donations, applying for grants to further your mission or providing resources and value […]

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