Strategic Planning Archives - Page 3 of 5 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Self-Employed? Don’t Overlook a Roth IRAJUNE 9th, 2026
  • Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan  JUNE 9th, 2026
  • Is an Advisory Board the Right Solution for Your Nonprofit?JUNE 8th, 2026
  • Three Key Considerations for Effective Grant Management in Local GovernmentsJUNE 4th, 2026
  • What You Can Do to Protect Your Business from Rising CostsJUNE 3rd, 2026
  • When Outstanding Invoices Indicate Underlying Operational IssuesJUNE 1st, 2026
  • Understanding the NIH’s New Indirect Cost Rate Policy: What Nonprofit and Higher Education CFOs Need to Know

    Understanding the NIH’s New Indirect Cost Rate Policy: What Nonprofit and Higher Education CFOs Need to Know

    March 6th, 2025 | Accounting & Outsourced Solutions | CFO Advisory Services | Consulting | Outsourced Accounting Solutions | Strategic Planning | Strategy and Planning | Education | Nonprofit
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    Note: An update to this article is appended to reflect the February 21, 2025 ruling extending a temporary restraining order. The National Institutes of Health (NIH) has announced a major…

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  • Financial Leadership: The Hallmark of High-Performing Local Government Boards

    Financial Leadership: The Hallmark of High-Performing Local Government Boards

    February 10th, 2025 | BY Rod Taylor | Consulting | Strategic Planning | Strategy and Planning | Government
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    Why Strong Governance is the Key to Sound Financial Management  Effective local governance is more than just setting policies and approving projects—it requires a deep commitment to financial responsibility. High-performing…

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  • Timelines: 3 Ways Business Owners Should Look at Succession Planning

    Timelines: 3 Ways Business Owners Should Look at Succession Planning

    June 4th, 2024 | Consulting | Strategic Planning | Succession Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures…

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  • Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    September 22nd, 2022 | Accounting & Outsourced Solutions | Consulting | Financial & Retirement Planning | Outsourced Accounting Solutions | Reporting & KPIs | Strategic Planning | Wealth Management | Cannabis
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    Today’s market is witnessing dramatic rising costs for labor and supplies.  To help avoid finding your business in a cash crisis, maintaining and updating a strategic cash flow projection model…

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  • The Key Benefits of a Process Review

    The Key Benefits of a Process Review

    September 9th, 2022 | BY Bethany Verble | Accounting & Outsourced Solutions | Audit & Assurance | Business Accounting Software | Consulting | Financial Statement & Audit Preparation | Fraud & Litigation Services | Outsourced Accounting Solutions | Strategic Planning | Technology | Nonprofit
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    If there’s one thing a nonprofit is always thinking about, it’s the future. Where you want your organization to be, how to fulfill your mission, your goals, growth, and development,…

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