News & Insights
News
Insights
Recent Posts
- Turn Raw Data Into Actionable Insights With Dashboard Reporting
- Stress Testing: A Smart Way to Manage Today’s Business Risks
- Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)
- Selecting a Tax Accounting Method for Your Small Business
- How a Financial Statement Audit Strengthens Your Fraud Defenses
- Form 990: Potential Upcoming Changes and What They Mean for Nonprofits
- Expand Your Nonprofit’s Donor Base with Giving Circles
- Will Your Social Security Benefits be Taxable?
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Eligible Businesses: Claim the Employee Retention Tax Credit
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
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
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.
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
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…