article thumbnail

Are Your Compliance Processes Keeping Up with Evolving Audit Requirements?

Bramasol

Continuing Professional Education : The AICPA provides educational resources and programs to help accounting professionals maintain and enhance their skills and knowledge throughout their careers.

article thumbnail

7 Essentials Of Nonprofit Financial Management

The Charity CFO

Educate the staff and board on critical issues triggered by certain gifts. When creating your fiscal policy, ensure that it complies with the Generally Accepted Accounting Principles (GAAP). You can access high-end accounting solutions specifically built for nonprofits to help you streamline your financial management processes.

article thumbnail

How Compliance Rules Vary For State- Vs SEC-Registered RIAs

CFO News Room

a web-based advisor portal, educational webinars and whitepapers, etc.). This is why most advisers do not collect more than $1,200 in fees per client, 6 months or more in advance, so as to avoid the requirement to prepare and publicly report their balance sheet.