Financial Assessment

The Nonprofit Leader’s Guide to Financial Resilience in a Changing Giving Landscape

Posted on August 6, 2026 by Anna Estes

Tax reform. Economic shifts. Changes in federal funding. Evolving donor behavior. For nonprofit leaders, external forces that impact charitable giving aren’t a matter of if, they’re a matter of when. And the organizations that weather them best aren’t the ones that react the fastest. They’re the ones that were already prepared. When things shift, the instinct is to ask, “What does this mean for us?” But the more pressing…

AI in Accounting: Embrace the Benefits, Beware the Buzz

Posted on August 7, 2025 by Haley Neitzel

Why smart nonprofits (and their accountants) use AI where it helps, and not where it doesn’t The AI Wave Is Here … But Not Every Tool Is a Lifesaver There’s no denying that AI is making waves across every industry, including accounting. From flashy award wins to promises of fully automated processes, the pressure to…

Supporting Philanthropy in the Spotlight: Accounting for Celebrity and High-Profile Foundations

Posted on July 30, 2025 by Haley Neitzel

High-profile foundations (especially those associated with celebrities and public figures) bring a unique blend of influence and responsibility to the philanthropic world. With wide reach and media attention, these organizations are well-positioned to make an outsized impact. But with fame comes additional layers of risk: increased scrutiny, public pressure, and a relentless spotlight that rarely…

What Your Fundraising Campaign Needs (Beyond Passion and Promotion)

Posted on July 10, 2025 by Haley Neitzel

Fundraising campaigns are essential lifelines for nonprofit organizations. They provide the funding necessary to carry out programs, pay staff, and deliver services that create lasting impact. But behind every successful campaign is something far less visible, and just as critical: financial tracking. Without solid processes in place to track the revenue raised and the expenses…

What Your Fiscal Year End (FYE) Data is Telling You (and How to Act on It)

Posted on July 2, 2025 by Haley Neitzel

As another fiscal year wraps up, your nonprofit may find itself buried in reports, reconciliations, and audits. But FYE data is more than just something for your auditors or board to review; it’s a valuable tool for driving strategic growth and ensuring sustainability. Let’s take a closer look at what your data can reveal and…

Happy New Fiscal Year! 10 Steps to End Your Fiscal Year Strong and Start the New Year Fresh

Posted on June 11, 2025 by Haley Neitzel

For many nonprofits, a June 30 fiscal year-end means July kicks off not only a new reporting cycle, but a fresh opportunity to reflect, reset, and prepare for what’s ahead. Whether you’re breathing a sigh of relief or gearing up for an audit, now is the ideal time to close out the year thoughtfully. At…

Streamlining Audits with PBC Checklists: What You Need to Know

Posted on February 28, 2024 by Haley Neitzel

If you are approaching an annual audit or if you’ve had an annual audit, you’ve likely encountered the term “PBC.” But what exactly does it entail? To truly grasp the significance of an audit, it’s essential to redefine its purpose. Many organizations perceive audits solely as a means to generate financial statements. It’s not uncommon…

Navigating Nonprofit Finances: Key Reports and Expert Presentation Tips

Posted on December 6, 2023 by Haley Neitzel

In the realm of nonprofit accounting and finance, the responsibility often falls on professionals to prepare and present financial reports to organizational leadership and stakeholders. While this task may initially appear daunting, adopting strategic approaches ensures the effective and confident presentation of financial reports. This article delves into key components of financial reporting for nonprofits…

The ASC-842 Dilemma: Challenges Nonprofit Organizations Face in Lease Compliance

Posted on September 27, 2023 by Haley Neitzel

Welcome to the intriguing world of lease compliance for nonprofit organizations! Today, we explore the challenges that lie ahead as these noble entities tackle the ASC-842 accounting standard. We’ll delve into the complexities of lease management without getting entangled in technical jargon. Nonprofit organizations, renowned for their admirable missions and dedication to social causes, now…

UBIT Explained: Demystifying Nonprofit Accounting and Taxation

Posted on August 30, 2023 by Haley Neitzel

When it comes to nonprofit accounting, understanding the concept of Unrelated Business Income Tax (UBIT) is crucial. UBIT is a tax imposed on the income generated by tax-exempt organizations through unrelated business activities. In this blog post, we will explore what UBIT is, its importance for nonprofits, and delve into the types of activities typically…

Category: Financial Assessment

The Nonprofit Leader’s Guide to Financial Resilience in a Changing Giving Landscape

AI in Accounting: Embrace the Benefits, Beware the Buzz

Supporting Philanthropy in the Spotlight: Accounting for Celebrity and High-Profile Foundations

What Your Fundraising Campaign Needs (Beyond Passion and Promotion)

What Your Fiscal Year End (FYE) Data is Telling You (and How to Act on It)

Happy New Fiscal Year! 10 Steps to End Your Fiscal Year Strong and Start the New Year Fresh

Streamlining Audits with PBC Checklists: What You Need to Know

Navigating Nonprofit Finances: Key Reports and Expert Presentation Tips

The ASC-842 Dilemma: Challenges Nonprofit Organizations Face in Lease Compliance

UBIT Explained: Demystifying Nonprofit Accounting and Taxation

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