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7 Questions to Ask a Nonprofit Accountant

The Charity CFO

The right accountant can be the difference between an efficient accounting process and a total mess. That’s why it’s so important to know what to look for in a nonprofit accountant. The next step is to ask your potential nonprofit accountant a few questions to see if they’d be a good fit for your organization.

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10 Tips for Nonprofit Financial Health

The Charity CFO

Just like a human body’s health situation can be complex, nonprofit financial health is similarly nuanced. That’s why staying financially healthy and keeping your nonprofit in tip-top shape requires the occasional “checkup” to see where you’re doing well and where you can improve.

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Job Description For Nonprofit Finance Director

The Charity CFO

The finance director role is critical to the success of any nonprofit, making it one of the most important hires an organization can make. They handle all payroll and accounting functions and manage investments and fundraising efforts. A Bachelor’s Degree In Accounting, Finance, Or A Related Field Is Required.

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Transcript: Marcus Shaw

Barry Ritholtz

SHAW: Barry, I think that it’s a complex question that requires actually a complex solution and a multifaceted solution. His name is Marcus Shaw. He has really a fascinating career and a focus these days. He really began as a traditional engineer/finance person working at IBM as a network engineer before he got his MBA at Duke.

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Beyond Donations: Growing Your Mission with Earned Income

The Charity CFO

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? In this episode, you’ll find out: Ways for-profit companies can set up a nonprofit operation or foundation to advance their cause of choice. (4:19). For more nonprofit accounting resources check out [link].

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130
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Three Secrets to Scaling a Nonprofit

The Charity CFO

This week on A Modern Nonprofit Podcast we’ll show you how to build the right team to scale your organization effectively. In this episode, Dirk van Reenen joins us to talk about why nonprofits need a defined business structure, the right team (not just a passionate team), and the mental shift founders must make to scale.