For nonprofits, fall signals more than just events, donor campaigns, and program reports. It’s also the beginning of audit seasonal time when financial accountability is under the microscope. Grantors, auditors, and donors want to see not just accurate numbers, but also strong internal controls that demonstrate responsible stewardship of funds. The challenge? Many nonprofits, especially […]

The final months of the year bring more than holidays, they bring deadlines, expectations, and the pressure to get every number right before December 31. For CPA firms, this season is less about cozy traditions and more about balancing ledgers, fielding client questions, and ensuring every financial detail is accurate. You know the scene well: […]

As the year comes to a close, nonprofits face more than just wrapping up programs and planning future initiatives. Closing the year with strong compliance practices not only safeguards funding but also empowers your organization to step into the new year with confidence. Think of it like running a marathon: the final stretch determines whether […]

Fall is more than just crisp weather and pumpkin spice—it’s also the perfect time to prepare for audit season. Whether you’re a CPA firm gearing up to serve clients or an organization undergoing an audit, early preparation reduces stress, minimizes last-minute errors, and ensures compliance with regulatory requirements. With the right steps, this season can […]

Let’s be honest — no one gets into nonprofit work because they love audits. You care about impact. About feeding people, helping kids, lifting your community. But then one day, the funding that makes all that work possible gets delayed. Or cut. Or stuck in a paperwork loop. And suddenly, your grant reports don’t line […]

CPA firms are under more pressure than ever to provide services that go beyond basic bookkeeping and tax filing. Clients now expect strategic guidance, regulatory compliance, timely reporting, and financial foresight. To meet these demands without overstretching internal teams, manyCPA firms are turning to a strategic resource: outsourced controllers. These financial professionals provide the experience, […]

When Rose’s Breakfast Van Never Arrived Last Thursday, 82-year-old Rose Martinez sat with a spoon in hand—waiting for her hot breakfast. She didn’t know the Meals on Wheels van had been canceled. By noon, she was still waiting—hungry, confused, and alone. Since late January, federal grant payments have been frozen, leaving local nonprofits without the […]

This year, nonprofits across the U.S. are facing a major challenge. The federal government has paused or cut important funding that many organizations rely on. This has caused a lot of stress and uncertainty—especially for nonprofits that serve vulnerable communities. In times like this, it’s easy to panic. But what people need most from nonprofit […]

Financial reporting and analysis are vital services that CPA firms provide to support clients’ growth,compliance, and strategic planning. Whether advising a startup, a family-owned business, or a growing enterprise, clear and actionable financial insights help clients understand their performance and make smarter business decisions. This article offers a refresher on the fundamentals of financial reporting […]

Running a CPA firm today means dealing with more complexity than ever—stricter regulations, rising client expectations and constant change. In the midst of all this, financial risk remains one of the most significant threats to a firm’s growth, profitability, and long-term sustainability. Financial risk doesn’t always come from obvious sources like a market downturn or […]