The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. But if you bring zero experience in accounting or financial management to your organization, that’s okay. Because the basics of nonprofit finances are easy to grasp. .

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

VCFO

NOVEMBER 1, 2023

Finishing Strong Evaluate Year-to-Date Financial Performance and Push Hard to the Finish How is performance year-to-date? It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement. audited or reviewed financial statements).

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130