Why Now Is the Time to Audit Your Grant Management System

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 […]

How Outsourced Controllers Help CPA Firms Safeguard Financial Integrity

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, […]

Don’t Let a Frozen Budget Freeze Out Seniors—Act Now

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 […]

Leading with Honesty: How Nonprofit Leaders Can Stay Transparent During Federal Funding Uncertainty

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 […]

Mastering Financial Reporting and Analysis: 6 Best Practices for CPA Firms and Their Clients

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 […]

How CPA Firms Can Reduce Financial Risk with Smarter Management

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 […]

Beyond the Books: Why Forecasting Is Essential for Modern CPA Firms

Strategic foresight is not just a competitive advantage but a necessity. For CPA firms serving clients across industries, financial forecasting stands at the center of proactive financial management. Our work is not only about making sure the books are accurate, and taxes are filed on time. As trusted advisors, we play a key role in […]

Top Financial Management Tools for CPA Firms: Key Considerations When Researching Solutions

In the fast-paced world of accounting, CPA firms face constant pressure to deliver accurate, timely financial insights while staying ahead of ever-evolving compliance and regulatory requirements. To maintain high standards of efficiency and precision, selecting the right financial management tools is crucial. In this article, we’ll explore the best financial management tools available today and […]

Navigating the Federal Funding Freeze: How CPAs Can Help Nonprofits Navigate the Federal Funding Freeze

Nonprofits across the country are facing growing uncertainty due to recent changes in federal funding. On January 27, 2025, the Office of Management and Budget (OMB) announced a temporary suspension of federal grants, loans, and financial aid programs. This freeze, which took effect on January 28, 2025, was implemented to allow agencies to review their […]

Beyond Paperwork: The Rise of Audit Automation

Imagine waking up and walking into an office where your desk is free of clutter, and the piles of paperwork that once loomed large have vanished. Instead of spending hours on routine tasks, you see screens displaying smart dashboards, where data is sorted and analyzed in real time. In this new world, audit professionals are […]