INSIGHTS

We See Things Differently

When we’re not addressing clients’ needs for business and financial advisory, assurance or tax matters, we’re researching, learning and thinking about related subjects. Check out some of our thinking on a broad variety of topics that may impact your organization. And if you’d like to learn more about any of these topics, we’re always happy to talk.

Brett Friedman, CFP® 7/8/21 Brett Friedman, CFP® 7/8/21

Understanding Your Responsibilities on the Finance Committee

While numbers might not always be the most exciting, your role on a nonprofit’s finance committee is a crucial one. To better serve a nonprofit organization, finance committee members must first understand their responsibilities. We’ve broken down the areas finance committees are typically responsible for.

Brett Friedman, CFP® 4/13/21 Brett Friedman, CFP® 4/13/21

Who's Responsible for What During the Audit Process? Boards of Directors, Managing Agents, and Auditors Each Have Roles to Play

The audit process is very complicated, with various parties responsible for specific actions. It is crucial to understand what you are responsible for and understand what it all means. Having this understanding allows you to make informed decisions and to be as engaged in the audit process as you need to be. Here is who is responsible for what during the audit process.

Brett Friedman, CFP® 3/19/21 Brett Friedman, CFP® 3/19/21

Why Keeping Board Meeting Minutes Is So Important

Good minutes from Board of Director meetings keep the organization on track and moving forward with the mission. But minutes don’t just contain essential information for your organization, but for your future audit as well. Here’s the best way to take minutes and why keeping good minutes will pay off.