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Supporting Your Faith with Fiscal Accountability

Testimonials

He has the gift of being able to know in depth matters financial, including IRS details and changes, and being able to translate the CPA world and its requirements and value to laity and clergy alike.

Rev. Louis R. Lothman, Th.D., Director, Pastoral Counseling Services, Presbyterian Minister, Presbyterian Church (U.S.A.)

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Improve Your Non-Profit’s Strategic Planning With A “Real-Time” Approach

Real-Time Strategic Planning (RTSP) offers not-for-profits a fluid approach to identifying, understanding and acting on challenges and opportunities to advance their missions. Is this process right for your organization? Let’s take a look. What is it, exactly? RTSP was first introduced by nonprofit consultant David La Piana as “a coordinated set of actions designed to […]

A key fiduciary duty of your not-for-profit’s board of directors is to oversee and monitor the organization’s financial health. Some financial warning signs — such as the loss of a major donor — may jump out immediately. But other red flags can be more subtle. Here are some of them. Budget issues Certain budget-related issues […]