The Charity CFO

FEBRUARY 27, 2024

It’s easy to audit a nonprofit budget to check for potential errors and reduce the possibility of fraud. At The Charity CFO, we like to do the latter because we feel it leaves you with a more realistic budget base. At The Charity CFO, we like to do the latter because we feel it leaves you with a more realistic budget base.

Nonprofit 52

Nonprofit Budgeting Profit and Loss CFO 52

The Charity CFO

AUGUST 15, 2023

Myth #1: Nonprofit Accounting is Completely Different from For-Profit Accounting One reason accountants seeking a new role may steer clear of a nonprofit accounting position is that they assume the methods are completely different. In the for-profit world, revenue is typically only recorded when earned or cash has been collected.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Spreadym

AUGUST 10, 2023

Audit Trail: A record of changes made to financial data and reports, ensuring transparency and accountability. It operates within an Excel-native environment, providing users with a familiar interface while leveraging the advantages of a planning platform.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

FEBRUARY 5, 2023

Inexperienced (or worse) auditors : Hindenburg notes that the accounts at Adani Enterprises and Adani Total Gas are audited by a tiny and largely unknown auditing firm, Shah Dhandaria, with four partners and eleven employees, some young and inexperienced.

Marketing 130

Marketing Investments Auditing Restructuring 130

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Leadership Healthcare Accounting 130