Blog

Becky Gibbs | Aug. 25, 2019

Nonprofit Investment Advisor Selection Process

You may think that only large, well-endowed not-for-profits require the advice of a nonprofit investment advisor. But even smaller nonprofits…

Anna Lovegren | Jul. 22, 2019

Should You Revise Your Nonprofit’s Bylaws?

Your not-for-profit has likely grown and evolved since it was founded. Have your bylaws kept pace? Bylaws are the rules…

Barb Sawdy | Jul. 10, 2019

Is Your Accounting Software Living Up to the Hype?

Accounting software typically sells itself as much more than simple spreadsheet or ledger. The products tend to pride themselves on…

Jake Kriegler | Jun. 28, 2019

Grading the Performance of Your Company’s Retirement Plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their…

Anna Lovegren | Jun. 28, 2019

What to do if Your Nonprofit Receives an Audit Letter

The IRS’s staffing shortages have been well publicized and audits of individuals have decreased in the past several years. But…

Becky Gibbs | Jun. 24, 2019

Measures that Matter for Nonprofits

Do you want to control costs and improve delivery of your not-for-profit’s programs and services? It may not be as…

Jackie Kennedy | Jun. 19, 2019

Tax Considerations When Selling Your Home

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may…

Jake Kriegler | Apr. 10, 2019

Prevent Hackers From Wiping Out Your Employees’ 401(k) Accounts

News of commercial database hackings may seem commonplace in 2019. But while many of these stories focus on hacked bank…

Tom Margarit | Mar. 8, 2019

Using Knowledge Management to Develop Your Succession Plan

As the old saying goes, “Knowledge is power.” This certainly rings true in business, as those who best understand their…

Tom Hofstad | Feb. 27, 2019

Are Your Employees Ignoring Their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees…

Nick Swedberg | Feb. 22, 2019

Keep Fraud Off Your Restaurant’s Menu

In the restaurant industry, where long hours and thin profit margins are the norm, owners and managers often lack the…

Ashley Sparks | Feb. 13, 2019

Using a Fraud Expert to Head Off Bad Mergers

Mergers and acquisitions are filled with risks, some of them unavoidable. But buyers can avoid risks associated with cooked books…