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The Accountant’s Compilation Report

Have you ever wondered why your accountants include a report accompanying your financial statements? Do you understand what this report is telling you? Accountants serving the public are required by...

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Rolling Forecasts: Because Actuals Are What Happen to You While You’re Busy...

Budgeting is often held up as the critical process that must take place in the last quarter of a well-managed nonprofit’s fiscal year for the purpose of planning, evaluation, and control.  The...

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Maybe It’s Time to Challenge What is Reported on the Month-End Financial...

By: Wavel Joseph, CPA, CGMA, CFO, Accounting Services Clients  Your monthly financial package most likely includes a Statement of Financial Position (Balance Sheet) and a Statement of Activities...

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