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Succession Planning for Business Owners

Succession Planning for Business Owners

by Mary Doherty | Sep 29, 2022 | Business Planning, Estate Planning

A Financial Dashboard Can Take Your Nonprofit Where It Wants to Go

A Financial Dashboard Can Take Your Nonprofit Where It Wants to Go

by Mary Doherty | Sep 29, 2022 | Nonprofit

Does your board have a quick and easy way to assess your nonprofit’s financial performance? It does if it has a dashboard with carefully chosen and up-to-date key performance indicators (KPIs). Dashboards can also be set up to provide critical information to multiple...
Using Agreed-Upon Procedures to Target Specific Items of Concern

Using Agreed-Upon Procedures to Target Specific Items of Concern

by Mary Doherty | Sep 27, 2022 | Business Planning

Your CPA offers a wide menu of services. One flexible offering, known as an “agreed-upon procedures” engagement, provides limited assurance on a specific aspect of an organization’s financial or nonfinancial information. What’s Covered? Agreed-upon procedures can...
Once-in-a-Lifetime IRA to HSA Transfers

Once-in-a-Lifetime IRA to HSA Transfers

by Mary Doherty | Sep 22, 2022 | Uncategorized

How to Share Your Nonprofit’s Values and Limit Fraud Losses

How to Share Your Nonprofit’s Values and Limit Fraud Losses

by Mary Doherty | Sep 22, 2022 | Nonprofit

Every two years, the Association of Certified Fraud Examiners releases its Report to the Nations, an occupational fraud study of for-profit, nonprofit and government organizations. As in previous editions, the 2022 study reports that most organizations require...
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